Canopy has updated its tax resolution and practice management software. Among the enhancements introduced this week are the ability of the Client Portal mobile app for clients of users to complete the e-signature process.

 This includes the ability of  iOS users to  scan documents to the client portal from their phones. The feature will be available to Android users last this month. Canopy has also made it possibility for clients of users to complete the e-signature process via the Client Portal mobile app.

In addition, scan-to functionality has been added to the Canopy Desktop Assistant. Once the assistant is download users can print or scan documents directly to Canopy.  Another feature is global client request, which enable enables users create client requests as their own separate tasks or as a subtask from the global add icon.

Additionally, updated pricing on knowledge-based authentication credit pricing means users pay $1.25 per signature, a 50-percen decrease. And within the next month, users can purchase the credits directly within Canopy.

Also, users  can now save transcripts to contact files, and additional enhancements to  download and print options were released.

A new projects dashboard for the company’s Canopy’s Practice Management  can track the time spent on specific services. Users can also create a new project, add assignees, designate services, and distribute budgeted project hours. The dashboard will be available this month..

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
Last modified on Tuesday, 11 February 2020
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