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- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
Release Notes November 2019
These release notes are meant to give an overview of new features and/or enhancements launched in the month of November.
What's New for Canopy
New Notifications Center
Description: The notification center got a new look and additional functionality.
What's New for Practice Management
Client Requests in the Task Workspace
Description: You can now create a new client request that can be tracked directly within a client's task workspace without creating an engagement first.
Creating a New Client Request