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- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
Release Notes March 2019
These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of March.
Canopy Mobile Beta
Description: Canopy's Mobile Beta Release includes:
- Secure authentication into Canopy
- Manage all contacts
- Search for contacts and filter results
- View all client files, internal files and my files