If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Release Notes August 2019
These release notes are meant to give an overview of new features and/or enhancements launched in the month of August.
What's New for Canopy
Canopy Mobile Enhancements
Description: Mobile updates in August included:
- Invite to the Client Portal
- Optimized contact lists for firms with more than 10,000 contacts.
- Most recent searched contacts display on the Search screen.
What's New for Practice Management
Client Payment Storage
- License: Any
- Permissions: Admin
Description: Your clients can now save their payment information in the Client Portal.
Drag and Drop Subtasks
Description: Customize steps in the Task Workspace, task templates, and Notices for your team at any time by dragging and dropping subtasks.