Everything Canopy released this tax season — and what to do with it.
There’s a good chance something you do every day just got easier. Canopy held back several updates during tax season on purpose — the last thing you needed was a surprise change in April. Now that the dust has settled, it’s time to walk through everything that’s been waiting for you.
Some of your favorite things just got better. In this session, we’ll go hands-on with updates across Tasks, Billing and Invoicing, Timesheets, Documents, Esign, and Notetaker — so you know exactly what changed, what it means for your firm, and what to do about it.
By the end of this session, you’ll be able to:
Navigate the updated Tasklist and Kanban/Capacity view to manage work more efficiently.
Apply new Billing and Invoicing features, including Invoice Templates and Auto WUWD, to reduce manual effort in your billing workflow.
Collect money upfront with Progress Billing.
Use Timesheet to save time on everyday tasks.
Search and send cleaner, faster client documents with new E-Sign fields.
Find and use Canopy’s full educational ecosystem so you’re never figuring out a new feature on your own.
In the meantime, want to check out our past Classroom Workshops? Check them all out here.
