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  • Product Updates 2019

December 2019

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    Release Notes December 2019

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

    What's New for Practice Management

    Recurring Payments

    Description: You can now add recurring payments to your recurring invoices. This can be done when creating a recurring invoice, or in the payments section of the billing dashboard.

    Learn More:

    Setting Up Recurring Payments

    Client Request Enhancement

    Description: When creating a Client Request the Task owner will now default to creator of the client request.

    Learn more:

    Sending Client Requests

    What's New for Tax Resolution

    Transcripts enhancements

    Description: The user experience for the Transcripts Account Overview page has received the following updates:

    • Tiger stripes to improve visibility.
    • Blue checkmarks now appear in the Qualifying FTA column when the user has a first-time abatement.
    • Three new columns have been added: Refunds, Payments and Credits, and Penalties.

    What's New for Canopy

    Contact Based Licensing

    Description: Canopy has transitioned to contact-based licensing.

    Client Organizer

    Description: The client organizer has launched allowing practitioners to quickly gather and organize clients' tax information in one simple step.

    Learn More:

    Navigating the Client Organizer

    Notifications Fixes

    Description: Various desktop notification bugs have been fixed.

    Mobile - Canopy Client Portal App

    Description: The Canopy Client Portal App is now available for download on both Android and iOS. Some of the app features include:

    • A white-label experience for contacts within the app.
    • Persistent authentication utilizing passcode, Touch ID, Face ID or Android biometrics.
    • A combined to-do list for all client requests.
    • Task and Engagement Client Requests are built-in to the native app.
    • The ability to eSign documents and complete surveys via web-view. Both are connected to the existing Client Portal website.
    • The ability to view and add new files to the Client Portal from a user's phone.
    • The ability to view invoices and payments

    Custom Fields in Contact List

    Description: You can now add custom fields to the Contact List in order to sort contacts according to those custom fields.

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