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January 2023

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The following release notes are up to date as of January 31st, 2023.

Tax Resolution

📂 2022 Tax Organizer v.2

  • We recently released the ability to download all four 2022 organizer types.

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Workflow

mceclip4.png Task Workspace Redesign

  • We have released a redesign of the task workspace.  The opt-in/opt-out alternative is available until May 1st, 2023!

mceclip3.png Notices Workspace Redesign

  • Similar to the task workspace redesign, the notices workspace has also had a makeover.  You can return to the default experience at any time until May 1st, 2023.

Time & Billing

💵 Self-Serve Canopy Payments

  • Our team recently released a new and improved Canopy Payments experience. View the hyperlink above to learn all about this process. 🎉

Mobile

💰 Self-Serve Canopy Payments

  • Along with the web experience as mentioned above, our team released a more user-friendly Canopy Payments experience in-app.

💳 Wallet Feature

  • Our squad has also released the ability to store, view, and manage payment methods within the Billing section of the app.

Document Management

👁️ Preview HEIC Files

  • We have now released the capability to preview .heic files within Canopy.
  • Any newly uploaded .heic files can be previewed, combined, and even sent as an eSign!
  • Previously uploaded .heic files still are not supported for preview. These files will need to be downloaded and re-uploaded to be previewed in Canopy.

✔️ Last Sent Date in eSign Task

  • Our team has released visibility on the date on which an eSign was last sent.

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🪲 Minor Releases/Bug Fixes

Workflow

Completed Date Column on Client Task List

  • We have pushed out the ability to view the Completed date of a task within the Tasks tab of the Client Record.

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Hyperlinks on Tasks and Subtasks

  • We have released a feature similar to the hyperlink functionality that is available on client requests!  In the previous Task Workspace, there was no option to add a link in the description.

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Comments in Notices Workspace

  • Our team launched internal comments that will populate on the side of the Notices workspace.

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Mobile

eSign Resend Timestamp

  • Our team released the ability to view if and when an eSign request is resent.

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Client Management

Mark Read/Unread Button in Emails

  • We have relocated the Mark Unread/Mark Read button within emails to the list of actions on the right side of the page!

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Custom Fields Filtering

  • Our team just released the option to filter the Client List by Custom Fields added by your firm. Here is the link to articles for the Client List redesign.

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