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- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
This roadmap is meant to provide Canopy users with some insight into what updates our team is working on making available to you. The roadmap is roughly updated on a monthly basis.
Teams for Team Members
Description: Admin users will be able to create Teams in Canopy to allow for better collaboration among team members in Canopy. In the future, we plan to integrate teams into various permissions and workflow features. To start, this feature will be released alongside File and Folder Permissions (see below).
Goal: Streamline workflow for larger firms by grouping team members into specific teams with different permissions and responsibilities.
File and Folder Permissions
Description: Practitioners will be able to set individual file and folder permissions for team members.
Goal: To allow better collaboration among team members while ensuring that private and sensitive documents remain between them and their accountant.
QuickBooks Online (QBO)
Two-way Contact Sync
Description: Contacts created or edited in Canopy or QBO will automatically be created and edited in the other application.
Goal: Previously, changes made in Canopy were reflected in QBO but changes in QBO were only reflected in Canopy after manually syncing. This update will eliminate the need to manually sync contacts after making changes in QBO. Changes in either application will automatically sync across both platforms.
Bulk Client Requests
Description: Create and send bulk client requests. Users will also be able to send bulk client requests from drafts, or from within a client request template.
Goal: Provide for better efficiency by allowing common client requests to be sent to multiple clients at once. Eliminate the need to send common client requests one-by-one to each individual client.
Display Name Support
Description: If practitioners have added a display name to a client's record, they can choose to have the display name show on the client portal.
Goal: Help Canopy users be more inclusive of their clients by recognizing and displaying their clients' preferred name while still utilizing their legal name. This update will also allow users to recognize individuals in charge of business portal accounts.