One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by customer feedback (tell us what you want) because we believe that you can have the firm you've always wanted with Canopy.
Over the past year, we have been busy adding and enhancing features in all of our Practice Management modules. In case you missed some of these powerful, convenient, and helpful features, we've provided a list of some main releases below and linked them to helpful blogs or knowledge articles so you can learn more and see step-by-step guides to get you started:
Organized by module
Client Management
- Client List [February 2023]
- Letter Generator Updates [November 2022]
- Comments and @mentions [October 2022]
- 2022 Organizer [November 2022]
- Send Client Requests in Bulk [April 2022]
Document Management
- Secure Links - secure links reduce the friction in performing tasks by streamlining your interactions. You can use this functionality in the following areas:
- eSignature [September 2022]
- Sharing a file [February 2023]
- Uploading a file [March 2023]
- Document preview enhancements [September 2022]
- Canopy Virtual Drive [July 2022]
- Comments and @mentions [October 2022]
Workflow
- Automation Rules - set rules and actions to perform specific actions when triggered .
- Tasks and subtasks [July 2022]
- Client requests and templates [August 2022]
- Applying Automation Use Cases [Updated February 2023]
- Comments and @mentions [October 2022]
- Task List Enhancements
- Save filters [Summer 2022]
- Add return type and tax year to tasks [November 2022]
- Filter by return type and tax year [November 2022]
- Column resizing in Task Dashboard [October 2022]
- Statuses - permissions and additional default status [October 2022]
- Task Work Space Redesign [January 2023]
Time & Billing
- Invoice reminders [July 2022]
- Link time entries to any invoice [August 2022]
- Account for multiple rates per user [July 2022]
- Print WIP Report [August 2022]
Canopy Payments
- New Payment Provider - Adyen [January 2022]
- Surcharging (Pass on Credit Card Fees) [March 2023]
- Set Up Automated Late Fees [April 2023]
Mobile Apps
Canopy Mobile App (for firms)
- Multiple file uploads [April 2022 iOS; May 2022 Android]
- Task List Enhancements (Manage a task | Edit a Task: Cleaner layout, task statuses, priorities, and assignees) [May 2022]
- Document Interaction Enhancements (including document annotations) [September 2022]
- Quickly Start Timer and eSign Capabilities [November 2022]
- Profile Pics [October 2022]
- New Invoice Experience [April 2023]
- Payment Processing [April 2023]
Client Portal App (for clients)
- Multiple file uploads [May 2022]
- Document Interaction Enhancements [September 2022]
- Secure link support [February 2023]
- Client Requests: Details & Comments Tabs [February 2023]
- Surcharging Support [March 2023]
- Files Tab [April 2023]
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