Release Notes for May 2021

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

What's New for Practice Management

Collapsible Subtasks on the Task List

Description: Previously behind a toggle, we have now pushed this feature live to all users. 

The Tasks List has been cleaned up to allow users to collapse and expand subtasks. This allows users to locate their primary tasks more quickly. Currently, this feature must be opted into. It will be fully integrated after tax season.

Learn More:

• Collapsible Subtasks on the Tasks List

Create Tasks on Emails

Description: Practitioners can now create tasks from within an email on the Global Inbox. Once created, tasks will be linked to that email for easy access.

Learn More: 

• Create a Task from the Global Inbox

Print and Filter the Global Inbox

Description: The Global Inbox can now be filtered by Canopy Contacts. With this release, you can also print emails from directly within the Global Inbox. We'll be releasing more filter options in the future as well as the ability to search your inbox.

PDF Manipulation

Description: Canopy's Professional users can now manipulate PDF files inside the file previewer. You can rename files, drag and drop new files to add to the PDF, move pages within the PDF, or rotate and delete pages. All of your changes will be automatically saved as you work. 

Learn More:

• Manage PDF Pages

What's New for Tax Resolution

New Transcripts API

Description: Canopy was selected by the IRS to build a new tool for pulling transcripts. Our new transcripts integration includes a number of improvements to help speed up the transcript pulling process. You’ll now only need to connect your IRS account to Canopy once. You can also pull transcripts from the web browser of your choice through a cleaner, in-app process.

Learn More:

• Set Up The Transcripts Integration
• Pull a Client Transcript

What's New for Mobile

Canopy Client Portal v1.4.0 - Native Payments

Description: Canopy's Client Portal has been updated to allow your clients to make payments on the go from directly within the client portal app. For users who have enrolled in Canopy Payments, clients can choose which invoices to pay, make partial payments, and pay with on-file payment methods straight from their phones. Coming soon, your clients will also be able to add payment methods using the client portal app.

Learn More:

• Make a payment