While you were busy during tax season, we were busy updating Canopy's suite of services to make it more robust for your firm. Take a look at what's new.
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Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see how Canopy can help streamline your firm.
If you looked at the navigation bar during tax season, you might have noticed a new icon pop-up: the Global Inbox, which brings all of your email into Canopy. The inbox helps declutter your desktop by integrating email into your Canopy inbox. One feature in the inbox lets you easily create a new contact from an email by simply clicking a button and another allows you to also create tasks right from your inbox. Filter, search and print functions are available now.
Files can now be moved between linked contacts, a feature that will come in handy if documents accidentally get uploaded to the wrong contact. Instead of having to delete and re-upload, you can simply click where the file needs to be. The feature is only available for contacts that are linked, i.e. spouses, dependents, etc.
In the file previewer, file names can now be changed, making it easier to rename files that a client might have titled incorrectly. Additionally, hitting the “fit-to-width” or “fit-to-page” buttons within the previewer will remember your previous settings and make it easier to read forms on smaller screens.
Another change we introduced is the ability to manage your documents without needing to use third-party application — everything can be done right in Canopy. PDF pages can be moved, rotated and deleted within our previewer and users are also able to combine separate PDFs into one file. Any changes you make to a PDF within the viewer are automatically saved when you exit the document. These advanced PDF management features are available to Canopy users who subscribe to the Professional Package.
We introduced work-in-progress billing and included customizable invoices that allow you to create single-line invoices. A new billing settings feature allows you to set user rates and default settings for invoices. Plus, reports are available for WIP billing as well.
Your task list has been optimized with new columns, like Task Priority, designed to better organize and prioritize tasks. Subtasks have also been collapsed under their parent tasks and you can toggle that on and off. This feature will help you declutter your dashboard and simplify your workflow.
What’s Coming Next: Important changes are coming to how dates are organized within your task management dashboard. Our product team is overhauling this category to make all dates represented in their own section — due dates, signature dates and other custom dates will soon be housed in their own column.
Canopy released its Transcripts Tool in conjunction with our partnership with the IRS. The tool allows users to instantly pull transcripts in a clean, easy-to-read format, complete with actionable recommendations. Learn more about our IRS-approvedTranscripts Tool here.
QBO Service Items & Invoice Sync
Third-Party Links on Client Portal
Payments Summary Dashboard
Task Profitability & Costing Reports
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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