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Jonathan Timothy (2)

Jonathan is a Product Marketing Manager at Canopy.

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Product Updates
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...

1/11/23 LEARN MORE
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Product Updates
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...

11/08/22 LEARN MORE
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Product Updates
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,...

10/25/22 LEARN MORE
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Product Updates
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....

10/25/22 LEARN MORE
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Product Updates
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...

9/27/22 LEARN MORE
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Product Updates
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...

9/07/22 LEARN MORE
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Product Updates
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...

8/31/22 LEARN MORE
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Workflow
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...

8/26/22 LEARN MORE
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Product Updates
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...

7/26/22 LEARN MORE
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Document Management
Simplify File Management With Canopy’s Virtual Drive

What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...

7/22/22 LEARN MORE
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Product Updates
Workflow Automation Now Available For Tasks & Subtasks

What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...

7/19/22 LEARN MORE
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Product Updates
Account for Multiple Rates Per User with Canopy

What's new: Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...

7/12/22 LEARN MORE
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Product Updates
Easily Create and Send Multiple Client Requests at Once in Canopy

What's new: Communicating with your clients by sending client requests is likely a large part of your firm’s daily work. You’ll be pleased to hear that we’ve improved this...

4/27/22 LEARN MORE
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Product Updates
New Features on Canopy Mobile Apps Improve User Experience

What's new: As the usage of our mobile apps continues to grow, we have received valuable feedback (keep it coming) on how we can improve your experience using them. We believe it...

2/21/22 LEARN MORE
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Product Updates
Canopy Improves Security & Efficiency with Updated Folder Permissions

What's new: You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is...

2/08/22 LEARN MORE
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