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- Practice Management
- Tax Resolution
- Practitioner Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Release Notes May 2019
These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of May.
What's New for Canopy
Description: Tax Prep is now available to use free of charge for 2018 individual tax returns. Tax Prep integrates seamlessly with the rest of the Canopy suite, providing a streamlined experience for preparing and reviewing tax returns. Both you and your clients will love the taxpayer review experience with integrated payment-of-tax preferences (i.e., enter banking information, pay by check, pay online) and e-signature.
Canopy Mobile Enhancements
- License: Any
- Permissions: Any
Description: Canopy Mobile 1.1.1 enhancements include:
- Landscape view of documents on iOS
- Bug fixes and enhancements
- Find this change:
- Download the Canopy Mobile app to your preferred device.
- Login to the app using your mobile device.
First Time Login Experience
- License: Any
- Permissions: Admin
Description: The first time login experience guides new Canopy admins through customizing the client portal, inviting additional team members, and branding invoices all in a simple, easy to understand flow when you first open Canopy. Certain steps in this process will vary depending on the Canopy licenses you have purchased.
What's New for Practice Management
Task Workflow Enhancements
Description: With the newest update to our workflow tool we get closer to a true project management tool. A full page workspace allows users to manage tasks and subtasks in a clear view, and in a much more collaborative layout. We will continue to use this workspace to improve management of tasks, with plenty of room to add communication and automation tools in coming releases.