Follow new features and enhancements on a monthly basis.
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 ## Client Portal Mobile App Enhancements License/permissions: - License: Any - Permissions: Client portal access on a mobile device Description: push notifications are now available in the client portal mobile app! Learn more: - Client portal mobile app guide Learn more: - Mobile App Guides ## Canopy Mobile Updates License/permissions: - License: Practice management - Permissions: admin & basic Description: Updates to your practitioner app include: - Add/manage connections - Easy create new contact process - Show/hide connections on list - Remove connections - Various bug fixes Learn more: - Mobile app guide ## Tasks Date Filter License/permissions: - License: practice management - Permissions: admin & basic Description: Easily sort dates by time frame. Combine time frame filtering with filter groups for easy referencing. Learn more: - Sorting and filtering ## CPE & CE Courses available for free License/permissions: - License: Any - Permissions: Any Description: all courses on Canopy's Courses platform are available for you to use free of charge. Earn important credits in a self-study model from industry thought leaders. Learn more: - Courses ## Office 365 Email Sync License/permissions: - License: Practice management - Permissions: Admin Description: Users can now directly connect an Office 365 business account to Canopy. Sync your contact communication and calendar events in Canopy with the same easy flow at you can with a gmail account. Learn more: - Syncing an email account ## Zapier Updates License/permissions: - License: Any - Permissions: Active Zapier account Description: Contacts can be not only created, but they can be updated as well using various apps that Zapier offers, one of them being Google Sheets. If a contact is updated in Google Sheets, then it will automatically update the contact in Canopy.
Last updated: 19 days ago
# What's New for Practice Management ## eSign Enhancements License/Permissions: - ⬜ License: Any - ⬜ Permissions: Any Description: Newly uploaded files will now allow eSign requests to be made without the need to refresh the page. Previously, pages had to be refreshed in order to make the eSign Request feature available. Find this change: To see this change in action, upload a new file to Canopy Files. 1. Once a new file has been uploaded, right click on the file or click the options menu. 2. Choose eSignature request from the dropdown menu. Learn more: Using eSign in Canopy ## Desktop Assistant Scan-To License/Permissions: - ⬜ License: Any - ⬜ Permissions: Access to the specific Client's folder. Description: Canopy's Desktop Assistant now allows practitioners to scan documents from their scanner directly into Canopy Files. Find this change: 1. Set up your scanner to scan to Canopy Files 2. Ensure that your previously set up Canopy profile is selected as your scanner's output and scan a document. 3. The desktop assistant will provide a popup window to choose where to save your scanned document. Learn more: Getting to know Canopy Desktop Assistant ## Billing Reports License/Permissions Required: - ⬜ License: Any - ⬜ Permissions: Billing Description: New reports have been released to allow practitioners to see their revenue and hours in greater detail. Find this change: 1. Navigate to the billing dashboard. 2. Click Reports in the left-side menu. 3. Choose a report to view. Learn more: Reviewing Billing Reports ## Task Dashboard Filter Groups License/Permissions Required: - ⬜ License: Any - ⬜ Permissions: Any Description: Filters can now be saved to filter groups on the tasks dashboard to easily access filter setups. Find this change: 1. Navigate to the tasks dashboard. 2. Click on any of the column headers to set any necessary filters. 3. Once a filter has been applied, click Save filter. 4. Input a name in the popup and click Save. 5. To access a saved filter group, click the filter name dropdown. Learn more: Filtering the Tasks Dashboard # What's New for Tax Resolution ## Transcripts Enhancements License/permissions: - ⬜ License: Tax Resolution - ⬜ Permissions: Any Description: The Transcripts document has been updated for smoother scrolling, and faster loading. To see this feature, transcripts will have to be re-pulled. ## Transcripts Filters License/permissions: - ⬜ License: Tax Resolution - ⬜ Permissions: Any Description: Transcripts can now be filtered according to any column in the transcripts dashboard. Find this change: 1. Navigate to the Transcripts dashboard. 2. Click on a column header to apply a filter to that column. Learn more: Sorting and Filtering Transcripts # What's New for Mobile ## Canopy Mobile iOS v1.4.2 and Android v1.4.0 Description: Canopy mobile now includes deep links for email notifications of files added by clients. In addition, the Android application can now utilize the Scan with camera feature to scan documents directly from the practitioner's phone to Canopy Files. Find this change: 1. To scan with camera, navigate to the desired file location in the Canopy app. 2. Click the Add icon. 3. Choose Scan with camera. ## Canopy Client Portal iOS v1.1.2 and Android v1.1.1 Description: - Android users can now utilize the Scan with camera feature previously only available to iOS users. - Android users can now print PDF's from their phones. - Canopy Payments can now be completed within the app. Find this change: 1. To make a payment, navigate to the Billing tab. 2. Tap Make a payment. 1. If your accountant has enrolled in Canopy Payments, you will be brought to a secure web page to complete the payment process. 3. To Scan with camera , navigate to the Files tab and tap Add file. 4. Choose Scan with camera. 5. To print PDFs, navigate to a PDF file. 6. Tap the Options menu. 7. Choose Print. ## Canopy Client Portal v1.2 Description: - Uploaded files will follow a new file naming convention to help your accountant better organize your documents: YYYY-MM-ClientName-FileType.pdf - More deep links have been added for eSign and client portal invites. Now, links to eSign or to the client portal will open directly to the app. ## Canopy Client Portal v1.3 Description: - The client portal now supports push notifications. When your accountant sends requests, you will receive a push notification that opens directly to the in-app request.
Last updated: a month ago