Table of Contents
Auto-Populate Primary Contact Info on Payment Form
What’s new? Auto-populate billing address for manual payments
When running a manual payment for a client, the billing address field will now auto-populate with the primary contact’s address.
If the primary contact has a billing address, that will populate.
If not, their main address will populate instead.
If no address exists on the contact, the field will remain blank.
This enhancement works for both card and ACH payments and applies only to CRM 2.0.
Why it matters
This change streamlines the payment process by saving time and reducing errors from copying and pasting client addresses.
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Edit AI Document Classification
What’s new? Edit and provide feedback on AI document classification
You can now edit document classifications and give direct feedback on AI results from the file details preview tray.
Editable fields: Update classification details (Type, Year, Issuer) directly in the preview.
Quick reapply: If you change a field, you can reapply the AI’s suggestion with a single click.
Feedback loop: Rate the AI response with a thumbs up or down. If you give a thumbs down, you’ll have the option to leave feedback that helps improve the AI.
Why it matters
This update makes it easier to correct and refine AI document classifications in real time, while also providing feedback that helps continuously improve the system.
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Questionnaire Secure Links
What’s new? Stronger and smarter secure links
We’ve rebuilt secure links to make them safer, easier to use, and more reliable for both practitioners and clients.
Smarter authentication: Links now use one-time tokens that are harder to misuse.
Easier sharing: Create, resend, revoke, or refresh links with just a few clicks.
Client self-serve: Clients can refresh expired links themselves for up to 6 months—no need to contact your firm.
Better transparency: Secure link activity (creation, expiration, revocation) is now logged for audit and compliance.
Faster performance: Updated backend architecture makes links more stable and scalable across services.
Why it matters
No more expired-link headaches. Clients enjoy seamless access, while firms save time troubleshooting and stay audit-ready. This foundation also sets the stage for future improvements like sharing questionnaires and document checklists via secure links.
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Nylas V3 Email Update
What’s new? Upgrade to Nylas v3 for email and calendar sync
All customer accounts are now running on the latest Nylas v3 endpoints, making communication tools faster, smoother, and more reliable.
Shared calendars for Microsoft users: Microsoft accounts now enjoy feature parity with Google, including shared calendar visibility.
Faster syncing: Improved performance and stability across email and calendar connections.
Stronger integrations: More reliable connections to providers through Nylas.
Why it matters
This upgrade eliminates long-standing gaps between Microsoft and Google accounts, while improving speed and stability across the board. It also strengthens the foundation of our communication system for future enhancements.
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Firm-Level MFA Management
What’s new? Firm-level MFA management
Admins can now manage multi-factor authentication (MFA) settings across the entire firm, including both team members and client portal users.
Enforce MFA firm-wide: Require practitioners and clients to use MFA methods your firm chooses.
Reset MFA methods: Admins can securely reset MFA for users who lose access to their phone or codes.
Customizable options: Select which MFA methods (email, SMS, authenticator app) your firm will support.
Why it matters
This update gives firms greater control over security, reduces support issues, and ensures compliance with organizational and regulatory standards.
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Questionnaire AI Pre-Fill
What’s new? AI-powered pre-fill for questionnaires (Beta)
Questionnaires can now pre-fill answers using Canopy AI. Client responses are suggested based on their record data, past submissions, and documents—saving time for both clients and firms.
Smarter suggestions: AI detects answers tied to each questionnaire field.
Data sources: Suggestions are pulled from client record fields, documents (like 1040s or IDs), client notes, and (coming soon) previously submitted questionnaires.
Client control: Clients can review, accept, or edit pre-filled responses before submitting.
Why it matters
Clients no longer have to repeatedly enter the same information, and practitioners save time chasing down details already in the system. This makes the entire questionnaire process faster, easier, and more accurate.
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Expanded Invoice Description Field
What’s new? Expandable invoice description field
The invoice description field now dynamically expands as you type, allowing you to see the full text without it being cut off.
Why it matters
No more hidden text or guessing if the full description was entered correctly—making invoices clearer and easier to review before sending.
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Updated Payment form
What’s new? Updated payment form
The payment form in Canopy has been refreshed with Adyen’s latest Payment Form UI.
Simplified ACH payments: Users no longer need to enter a business address.
More flexibility: Cards can now be marked as personal or business.
Modernized experience: A cleaner, updated form makes payments easier to process.
Why it matters
This update streamlines the payment process and improves the overall user experience while laying the groundwork for future enhancements in Time & Billing and Payments.
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Duplicate Folders & Files
What’s new? Duplicate folders and files
You can now duplicate folders and files directly in Canopy without the need to download and re-upload. This works across Client Files, Internal Files, My Files, and Recently Viewed.
Duplicate files: One-click duplication from the context menu or files list header (files duplicated one at a time).
Duplicate folders: Copy entire folder structures—including subfolders and files—directly from the left-hand nav or files list.
Preserve details: Permissions, retention rules, and metadata (like classification, description, and annotations) carry over automatically.
Accurate tracking: “Date added” and “Added by” values are refreshed on duplicates.
Why it matters
This update saves firms significant time when reusing folder structures or files, especially during onboarding or client prep. Duplicates are accurate, editable, and compliant—helping firms move faster without manual workarounds.
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Document Checklists
What’s new? Document Checklists (Beta)
You can now create and send customizable document checklists to clients, making it easier to collect the files you need.
Customizable requests: Tailor checklists to each client or engagement.
Automated reminders: Keep clients on track without manual follow-ups.
Built-in uploads: Clients can upload files directly into the checklist.
Flexible delivery: Send via the Client Portal or a secure link.
Why it matters
Document Checklists eliminate the back-and-forth of email and manual file requests, helping firms collect documents faster and with less effort—while giving clients a clearer, more convenient experience.
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Task Comments on Mobile
What’s new? Task comments on Canopy Mobile
You can now view and add task comments directly from the Canopy Mobile App (iOS and Android).
View full comment threads on tasks
Create new comments or reply to existing ones
React to comments (like, mark complete)
Mention team members with @mentions
Mark comments as unread
Edit your own comments
View images uploaded on the web
Why it matters
Task comments have been one of the most requested features for mobile. Now you can collaborate with your team on the go, keeping work moving without being tied to your desktop.
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