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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 February 2020
These release notes are meant to give an overview of new features and/or enhancements launched in the month of February.
What's New for Practice Management
Description: Practitioners can now create projects to track and allocate time entries in relation to specified activities. Projects will allow practitioners to better understand how their time is being allocated. Currently, tasks and projects cannot be associated with one another.
- Navigating Projects
Purchase Knowledge Based Credits
- License: Any
- Permissions: Admin
Description: Admin users can now purchase knowledge base credits from directly within Canopy.
- Assigning Product Licenses
Drag and Drop Subtasks in Task Templates
Description: Users can now rearrange subtasks by dragging and dropping them within the Template workflow area.
Apply Folder Templates to Contacts
Description: Canopy users can now apply folder templates to a contact's files from within the contact's profile.
What's New for Tax Resolution
Save to Files
- License: Tax Resolution
- Permissions: Any
Description: Practitioners can now save documents and reports from the Transcripts dashboard to Canopy files.