In addition, saved time entries are now visible on a new My Timer dashboard.
Among other additions is the ability to migrate client files in bulk directly into Canopy while pre-set task templates improve workflow and can be modified. Canopy says one upcoming feature is the ability to see calendar vents in each client’s contact profile.
Canopy says Tax Resolution software users will be able to more easily find, navigate, and create under the global add icon and the tasks dashboard. They will also soon be able to merge fields to important documents, such as the client’s name and address.