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Jan 31, 2019 1 min read

Canopy Product Highlight: January 2019

New features have been released in January 2019 to improve your experience including the eSign reminder for clients, client portal updates, & more. View details!

Canopy Product Highlight: January 2019

We're starting off 2019 with some new features we thing you're going to love, including  an eSign reminder for your clients, a brand new way to manage client's access to the client portal, and state notices. Watch the video below to get the details on of Canopy's newest features. 

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