We released a new Liveboard within Insights where you can easily view realization percentages, as well as profitability metrics.

Account Payments are now Additional Payments! We have released a toggle for Additional Payments so there are less payment errors in the future.

Our developers released improvements to the QBO sync process, starting with Payments! You'll see the QBO integration will include a one-way sync of Payments from Canopy to QuickBooks Online.

We released a small but meaningful improvement to the QBO Sync Setup Experience. You can now choose to toggle a switch on/off when it comes to the sync adding new clients.

Go try out Canopy's brand new Engagement experience, complete with an Engagement Builder, Client Acceptance Experience, and Engagement List!

You now have the option to edit the name and description of client requests even after they are sent to a client. This is especially useful when practitioners have a lot of communication with clients and they need to give an updated list of what items they need to submit.

Our team pushed out another small change to engagements that sets the invoice dates to match the start and end dates on the engagement. When an engagement doesn't have an end date, recurring invoices dates are set to never end.

We've changed Tasks in the nav menu to Work since that aligns much better with the overall features available in the menu.

Our team released the option to filter tasks in the Task Lists by more than two conditions in the task name column.

We now have the 2023 individual and business tax organizers available for use! Refinements included: