Creating recurring tasks will be more comprehensive and easier to set up and use.

We are updating our engagements builder to streamline the creating process. UI updates will make creating engagements more comprehensive.
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Document checklists can be created and sent through the Canopy mobile app. Create a document upload checklist to improve accuracy and clarity for clients.

Insights will have include payments, credits, deposits, and expenses, and engagements data. New pre-built reports and standard reports will be available.

Create a budgets to invoice against over time.
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Create document checklists with dedicated upload slots for each item. You can add details to clarify what’s needed and mark specific documents as required.

View a report of all document uploads showing who who shared a document, when it was sent or received, and when a client has viewed a document.

Questionnaire fields can be automatically filled out, pulling data from contact info and notes from the client record, as well as client files.

Send a questionnaire to a client or prospect without client portal access. Clients and prospects can request a link resend if the link has expired.
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