Our team made it possible to enter Tax Year and Return Type fields when creating tasks. This allows for quick access and easy reference when filtering the task list!

We released the odrive integration to provide a way for current odrive users to connect to Canopy directly through odrive's site.

Canopy released the ability to jump to your next signature field with a click of a button. Say goodbye to manually scrolling through tons of eSign request pages!

We released a feature that allows you to insert custom merge fields by selecting Custom Fields under the Insert merge field list. Click here for more information on creating custom fields!

We changed the experience of file previews to be in light mode, to stay consistent with the design of Canopy.

Our team released the ability to clean up the look of your Time Entries dashboard by hiding the My Timers section.

We made the Billable amount metric available on the Time Entries dashboard.

Our team released the option to start timers easily from the Dashboard of the mobile app.

To stay consistent across all platforms, Canopy updated the priority icons to match how they look on the website!

We released the ability to resend eSign requests from the app with just a tap!

Our team released a parent task name column that is visible on subtask line items within the Tasks List!

With the implementation of the ability to add tax year/return type when creating tasks, our team made it possible to view tax year/return type columns and filter them.