The following release notes are up-to-date as of July 31st, 2024.
Workflow
We have enhanced the Task Export experience. The CSV export will go directly to the Canopy My Files section. We also send an email notification.
Client Engagement
Is your Engagements List getting filled with several engagements marked as closed and you want to clear them without having to filter the list? We now offer the ability to move them into the new Archived Engagements List!
Do you want to give a team member access to view engagements without the ability to archive or delete them? How about archiving but not deleting? Send but not Accept? Create templates, but not actual engagements? Now you can with the permissions available!
Tax Resolution
Our team has been working to update forms for our customers. The following forms are now up-to-date:
433-D
NC GEN-58
8655
VA PAR 101
SS-4
LA R-7006