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- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- First Look Webinars
- Guides for your Clients
Release Notes for October 2021
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
Hide the Billing Tab in the Client Portal
Description: You can now toggle the Billing Tab on the client portal, preventing your clients from using the Billing Tab.
Description: Clients can be assigned an External ID that is searchable from the global navigation bar. External IDs can be mapped automatically when importing contacts from QBO.
What's New for Mobile
Description: Task dashboards are now available on mobile. Users can view, filter, and interact with their tasks from the Dashboard screen rather than navigating to each individual client.
- Create a Task from the Mobile Dashboard
- Manage the Mobile Dashboard
- Send a Client Request from the Mobile Dashboard
Client Portal 1.5.6 iOS and Android
Description: The Client Portal will only work on iOS v13+ and Android v8+ going forward.