Welcome to What's New in Canopy, your guide to the latest features and updates across the platform. This course is designed to help staff accountants, firm admins, and firm owners get up to speed quickly, so your team can put new Canopy capabilities to work right away.

Prerequisites: None. | Estimated Time: 3 hours

Learning Objectives: By the end of this course, you'll be able to: 

✅ Use Close Automation to connect directly to a client's general ledger and manage the monthly close

✅ Capture meeting notes automatically with the AI Notetaker, including in-person meetings with the Mobile Meeting Recorder

✅ Use Client Messaging to communicate with clients directly inside Canopy

✅ Build and apply Invoice Templates to bill recurring or similar work consistently

✅ Set up and manage Retainer Billing to bill clients accurately for ongoing work

✅ Log and review time in bulk using Timesheets

✅ Navigate the updated Document Management & eSign experience to organize, share, and get client documents signed

You'll learn about:

• Close Automation
• AI Notetaker
• Client Messaging
• Invoice Templates
• Retainer Billing
• Timesheets
• Document Management & eSign Updates