Estimated reading time: 1 minute, 12 seconds

Canopy Adds Productivity Dashboard

Canopy, which makes tax resolution software, has added a productivity dashboard to its practice management application. The new tool displays display time budgets on all tasks and subtasks.

Also new is time tracking for workflow capabilities with the ability to attach existing time entries to already-created tasks or by starting a new time entry from any task.

In addition, new functionality has been added to Canopy and Client Portal applications with mobile capabilities now including tasks. Client requests are now available on mobile as well so that users can create, send, and comment on client requests/

Canopy said it will soon add the ability to annotate PDFs without external tools to its document management features. 

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
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