New to Canopy in December is Mac support for the Desktop Assistant. Read more about this exciting product update here.
1 min read
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:
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.
Submit this form, and a product specialist will be in touch soon.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.