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  • Product Updates 2019

June 2019

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    Release Notes June 2019

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



    What's New for Canopy

    Improved Contact Import

    Description: Dropdown mapping and a simple, smooth flow provides an easy experience of importing contacts from .csv files into Canopy.

    Learn More:

    Importing Contacts to Canopy

    Canopy Mobile Enhancements

    Description: Canopy Mobile 1.2.0 enhancements include:

    • Add Photos and Files
      • Use your camera to take a photo of a document. Alternatively, add files or photos from your device. Landscape file view is also supported now on Android.
    • Import Files from Other Apps
      • Share a file to Canopy from any other app (text messages, email, file storage, etc.)
    • Manage files and storage    
      • Create folders, re-name folders or files, and organize files in the app.

    Updated License Page

    License/permissions:

    • License: Any
    • Permissions: Admin

    Description: Canopy's license page has been redesigned with two views on the page. This update also supports tax prep and provides admins greater ease at managing licenses.

    Learn More:

    Assigning Product Licenses

    Custom Fields: Multi-Select

    License/permissions:

    • License: Any
    • Permissions: Admin

    Description: Contacts can now have more than one selection from a dropdown list, which will display on the contact card.

    What's New for Practice Management

    Task Workflow Enhancements

    Description: Notes have been added to the task workspace. The option to add a note will be visible from the widget on the right side of the Task Workspace and from the tool bar.

    Canopy Payments & Dashboards

    License/permissions:

    • License: Any
    • Permissions: Billing

    Description: Managing payments in Canopy through the Billing feature allows you to better track invoices and clients billing information.

    What's New for Tax Prep

    Adding New Contacts from a Tax Return

    Description: This update to Tax Prep allows for creating a new contact at the same time as creating a new tax return. Adding a new contact while preparing a new tax return, enables Canopy users to add contacts into the system and makes a frictionless experience for jumping right into preparing a return.

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