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Apr 25, 2023 8 min read

A Year in Review 2022: New Canopy Features

Over the past year, we've been adding and enhancing features in all our Practice Management modules — here's a comprehensive list to help you get started!

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A Year in Review 2022: New Canopy Features

One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by customer feedback (tell us what you want) because we believe that you can have the firm you've always wanted with Canopy.

Over the past year, we have been busy adding and enhancing features in all of our Practice Management modules. In case you missed some of these powerful, convenient, and helpful features, we've provided a list of some main releases below and linked them to helpful blogs or knowledge articles so you can learn more and see step-by-step guides to get you started:

Organized by module

Client Management

Document Management

Workflow

Time & Billing

Canopy Payments

Mobile Apps

Canopy Mobile App (for firms)

Client Portal App (for clients)

 Want to see every release that we've made in the not-too-distant past? Read a more comprehensive list of all of the product releases that we've made in 2022 and 2023.
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Jonathan is a Product Marketing Manager at Canopy.

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