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 2021

March 2021

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 for March 2021

    These release notes are meant to give an overview of new features and/or enhancements launched in the month of March.

    What's New for Practice Management

    Priority Tasks

    Description: You can now mark and sort tasks by priority level. Tasks can be marked as High, Medium, or Low priority. This update also brings in-line editing to the Task List and the Tasks page on the Contact Profile.

    Learn More:

    • Prioritize Tasks on the Tasks List

    Global Inbox

    Description: We've added a new icon to the global navigation bar. Canopy users no longer need to jump between windows to check their email and use Canopy. You can now view and manage your emails from directly within Canopy.

    Find this Change:

    1. Click on Inbox on the global navigation bar.

    Learn More:

    • Use the Global Inbox

    Move Files to a Connection

    Description: Contact files can now be quickly moved between accounts that are linked as connections.

    Learn More: 

    • Move Files to a Connection

    File Editing

    Description: With the help of Canopy's Desktop Assistant, Canopy users can now edit files on the computer with the program of their choice. Once finished, just click save and the desktop assistant will take care of updating the file in Canopy.

    Learn More:

    • Edit a File through the Desktop Assistant

    QuickBooks Online Contact Sync

    Description: You can now integrate QuickBooks Online with your Canopy account. Currently, this integration will only sync your contacts between Canopy and QBO, but more functionality is on the way. The QBO integration is only available to tenants who are on contact based pricing.

    Learn More: 

    • Sync your contacts with QuickBooks Online (QBO)

    Utilization by Team Member Report

    Description: A new report to show Utilization by Team Member has been added to the billing reports. This report shows a breakdown of Billable Hours, Adjustments, and Utilization - How much money was actually billed and what percentage of the billable amount was realized. 

    Learn More: 

    • Create a Billing Report

    Collapsible Subtasks on the Tasks List

    Description: The Tasks List has been cleaned up to allow users to collapse and expand subtasks. This allows users to locate their primary tasks more quickly. Currently, this feature must be opted into. It will be fully integrated after tax season.

    Learn More:

    • Collapsible Subtasks on the Tasks List

    What's New for Mobile

    Canopy Mobile Practitioner App Android v1.11.0

    Description: Canopy's Android practitioner app now can now track time, allowing users to keep track of their time from anywhere in the world.

    Learn More: 

    • Tracking Time in Mobile

    Canopy Mobile iOS 1.12.0 & Android 1.12.0

    Description: Task and Client Request templates can now be utilized within the app. 

    Learn more: 

    • Creating a Task
    • Managing Client Requests

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • April 2021

    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