Last updated: 23 March 2022

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.

Practice Management

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.

In-App Refunds

Description: Users will have a streamlined process to issue refunds in-app.

Tax Resolution

CSED and Tolling Reports

Description: We've been working to release a fixed and improved version of CSED and Tolling reports.