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

May 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

    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.

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • December 2019
    • April 2019
    • July 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