Print this page

Estimated reading time: 0 minutes, 41 seconds

Canopy Adds Time Tracker

Canopy has updated its time timer to separate time tracking from billing. The recent updates to the software also include the ability to enter new time entries with no start or end time. 

 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.

Read 2297 times
Rate this item
(0 votes)