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- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
Release Notes October 2020
These release notes are meant to give an overview of new features and/or enhancements launched in the month of October.
What's New for Practice Management
Billable Time Entries
Description: Time Entries can now be marked as Billable when associated with a contact. In addition, the Saved Time dashboard will now display a Billable column. This feature update is one of the first steps in Canopy's work towards providing native WIP reporting.
- Time Entries
Description: Canopy users who have purchased the professional features of Client Management can now annotate documents without leaving Canopy. Canopy's annotations feature allows users to highlight text, apply shapes, insert callouts, and more. Annotations are only visible to practitioners.
- Annotating Files
What's New for Tax Resolution
Forms on Notices
Description: Forms can now be completed and edited from directly within a notice. Users will no longer have to navigate between multiple windows to complete a form for a contact. In order to speed up the forms experience, forms that are added to a contact's notice will be pre-populated with the contact's information as well as the information provided by the client organizer.
- Managing Forms on a Notice