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.
- Practice Management
- Tax Resolution
- Practitioner Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Release Notes for April 2021
These release notes are meant to give an overview of new features and/or enhancements launched in the month of April.
What's New for Practice Management
Create Contacts from the Global Inbox
Description: Users can now create contacts straight from their email. The global inbox provides a streamlined process for onboarding clients from email to Canopy contact.
- Create a Contact from the Global Inbox
Hyperlinks on Client Requests
Description: Custom hyperlinks can now be added to Client Requests. Hyperlinks will help you send your client to any important pages you may need them to view.
- Create a New Client Request
Internal Cost Rates
Description: Each team member can now be assigned a salary or an hourly rate to help track billing and expenses in the Canopy.
- Set Internal Cost Rates for Team Members
Time Utilization Report
Description: With the new Time Utilization Report, Canopy users can compare billable time against non-billable time and see a breakdown of team members' invoiced earnings based on their user rate.
- Create a Billing Report