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.