Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Canopy Updates
  • Product Updates 2019

January 2019

Written by Avery Simmons

Updated at July 4th, 2021

Contact Us

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.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of January.

    What's New for Canopy

    Bulk Client Portal Invite

    License/permissions:

    • License: Any
    • Permissions: Admin

    Description: The Client Portal manager allows admins to see who’s been invited to the Client Portal, when they last logged in, and what contact records the portal user can access. Users can also send and resend invites to the client portal in bulk. This will save you time and frustration by not having to access each contact record to view these details and resend portal invitations.

    Learn More:

    Inviting Clients to the Client Portal

    Copying Client Notes

    Description: Team members with access to specific contacts can copy notes from the Contact Profile.

    Combining My Profile and Account Settings

    License/permissions:

    • License: Any
    • Permissions: Admin

    Description: The two separate buttons My Profile and Account Settings have been replaced by one Settings option.

    What's New for Practice Management

    Esign Reminders

    Description: Users can add a reminder to Esign Client Requests. With this reminder, Canopy can automatically email your clients when they have an outstanding eSign request.

    Learn More:

    Sending an eSign Request

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • May 2019
    • December 2019
    • August 2019
    • November 2019

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand