This feature supplies the ability to toggle between your firms without having to sign out of your account and back in again.

This feature provides the means to send important info to your teammates through the comment feed.

Save the headache of scrolling by selecting a date in a comment feed to jump back to past sections of the thread.
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The option to edit subtasks within the creation window of a one-off task is available again when creating a task from the Global + button.

When signing into your Canopy account, a 6-digit code is delivered to your email.
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There is now an option to print WIP reports.

A new and improved letter generator allows users to manipulate and customize their letters in a more efficient way. The layout is similar to other document programs like Google Docs and MS Word.

Use the editing tools to create and format your letter as needed.
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This feature helps greatly by providing more detailed and precise reporting for users while gaining more insight into your sales and inventory.

If an automatic retry of an invoice sync does not work, you are able to see what is causing the error and manually retry the sync to QBO.

Service items created in Canopy can sync to QBO and vice versa.
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The capability to work faster with fillable PDFs for both the portal and Canopy apps is live!

Fillable PDFs load faster and are much more robust against connectivity issues. In addition to this improved experience, practitioners are blocked from using bad characters when creating file names.