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.