2021 was a pretty crazy tax season, which inspired us to make our product even better. Here's a look back at 5 major features released on Canopy this year.
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I think we can all agree that 2021 was a pretty crazy year. This is especially true for accountants with that seemingly never-ending tax season (has it ended since 2019??). But accountants and Canony alike continue to forge ahead, even when times are tough. In fact, there have been a ton of additions to Canopy's platform this year. So as we say goodbye to 2021 and welcome in 2022, let’s take a look back on some major product updates we brought to Canopy users this year.
Here are 5 major updates we rolled out in Canopy’s Practice Management Software in 2021.
This year, we added a new icon to your navigation bar: 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 also available. Canopy users no longer need to jump between windows to check their email and use the software. We've also recently added support for Outlook's folders and support for Gmail's labels. Thanks to the Global Inbox, users can instead view and manage your emails from directly within Canopy.
Canopy was selected as one of just a handful of companies to be an official IRS partner in the agency’s new API transcript process. Thanks to the new partnership, we were able to release a new Transcripts Tool earlier this year. This API allows users to instantly pull transcripts in a clean, easy-to-read format, complete with actionable recommendations. Pulling transcripts has never been easier or more secure.
With this update, our users were able to say goodbye to Adobe and manage all their document needs from within Canopy. Users are able to rotate, move, combine and delete PDF files without having to use third-party software! We also recently released fillable PDFs, a much awaited feature. Now, you can send your clients forms through Canopy and have them fill it out all within their Client Portal.
Speaking of the Client Portal, ours got a major overhaul this year as we introduced updates to make our Client Portal sleeker, responsive, and more intuitive for users. Our new portal has also been optimized for mobile browsers, to make it easier for your clients to access through their phone—but keep in mind, we still recommend downloading the app for the best experience.
This exciting update helped problem-solve issues for those who use Quickbooks Online and Canopy. No more having to juggle between multiple systems multiple times a day—do the work in Canopy and Canopy will send that work to Quickbooks Online for you to access it there when you need, with no double entry necessary.
Learn more about our QBO integration here.
We are excited to bring you even more new and awesome features in 2022, so stay tuned!
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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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