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Jonathan Timothy

Jonathan is a Product Marketing Manager at Canopy.

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Stay Organized and Compliant with Canopy’s Document Retention Rules

What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...

3 min read LEARN MORE
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A Year in Review: New Canopy Features

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...

8 min read LEARN MORE
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Easily Set Up Automated Late Fees

What's new: Encourage on-time payments from your clients by setting up automated late fees. With a simple setting option within Canopy, you can automatically apply late fees to...

2 min read LEARN MORE
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Quickly Upload Files with a Secure Link

What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via...

2 min read LEARN MORE
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Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...

3 min read LEARN MORE
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Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

1 min read LEARN MORE
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Have a Better View into Your Work with the New Task Workspace

What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...

2 min read LEARN MORE
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Do More With Canopy’s Updated Letter Generator [New Updates]

What's New: Based on your feedback and our efforts to increase efficiency at your practice, we’ve made it easier to access the letter generator within the Canopy app and we’ve...

4 min read LEARN MORE
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Profitability Report Enhancements in Canopy

What's new: We know how important it is to answer the question, “How profitable is my firm?” This new update provides an additional layer of detail in the profitability report,...

1 min read LEARN MORE
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Added Automation in Canopy Continues to Save You Time

What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....

1 min read LEARN MORE
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Enjoy Working on Documents More with New File Previewer Enhancements

  What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...

2 min read LEARN MORE
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Get eSignatures Faster with Canopy Secure Links

What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...

2 min read LEARN MORE
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Seamlessly Link Time Entries to Any Invoice

What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...

1 min read LEARN MORE
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Save More Time with Canopy’s Automated Workflow Templates 

What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...

3 min read LEARN MORE
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Save Time with Canopy Invoice Reminders 

What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...

3 min read LEARN MORE

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