If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
Release Notes September 2019
These release notes are meant to give an overview of new features and/or enhancements launched in the month of September.
What's New for Canopy
Canopy Mobile Enhancements
Description: Mobile Virus Scan
- The virus scan will happen automatically when you attempt to upload a file to Contact Files, Internal Files, or My Files.
- If the file is found to be infected, you will receive an error message that Canopy has removed access to the infected file. You will have the option to Archive the file and choose a new file to upload.
What's New for Practice Management
Previewing and Saving Email Attachments in Canopy
Description: Preview and save files sent to you via email into Canopy without having to download the file to your computer.
Enrolling in American Express Merchant Account
- License: Any
- Permissions: Admin
Description: Users enrolled in Canopy Payments can now accept American Express payments from clients.
What's New For Tax Resolution
Saving Forms to Canopy
- License: Tax Resolution
- Permissions: Any
Description: Save a tax form directly to a client's Contact Profile.