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

Tax Preparation

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/permissions:

• 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/permissions:

• 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.

Learn More:

Setting up your Canopy account

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.