Mac Support for Desktop Assistant
What’s new: Canopy has had a popular desktop assistant for Windows users for some time. Now we’ve added Mac support as well!
How it works: Let’s say you have a new file you’d like to add to Canopy. The desktop assistant allows you to scan, edit, and print files directly to your client’s profile in Canopy without needing to go back and forth between your computer and the Canopy platform. Or what if you have a file already inside Canopy? You can easily open it, edit it, and resave all changes back into Canopy. And while you’re editing the file, it’s locked.
With the desktop assistant, now both Mac and Windows users can:
- Migrate files into Canopy in bulk and instantly match folders to existing contacts
- Print and scan files directly to Canopy and quickly save into the client files
- Edit files in Canopy using whichever native editing applications you have on your computer
Why it matters:
In the accounting industry, we all know that time is of the essence. There are so many small and seemingly insignificant actions that can quickly eat up a ton of your time. That’s where the desktop assistant comes to your rescue. It eliminates the need to go back and forth between Canopy and your computer, streamlining your processes as much as possible. Doing so remotely is the icing on the cake.
Where to find it: The desktop assistant can be found as part of Canopy’s Document Management module. See what else is available in this module here.
Check out our knowledge base by clicking the button below for tons of information to start using the Canopy desktop assistant.