Product change·Jan 1 → Apr 1, 2025·Q1 2025·Business Operations

Canopy Introduces Capacity Planning Report PRO and Staff Utilization Report PRO in Workflow Module

CanopyProductFeature changeFeature removedFeature added

What changed

Feature change

Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform

Feature removed

Work Queues PRO feature removed from Workflow module

Feature change

Document Interaction & Editing renamed to Native File Annotations in Document Management module

Feature change

Secure File Sharing renamed to Secure File Exchange in Document Management module

Feature change

Desktop Sync & Print to renamed to Desktop Sync & Print Driver in Document Management module

Feature change

Internal Communication feature renamed to Client Intake in Client Engagement section

Feature added

Capacity Planning Report PRO added to Workflow module

Feature added

Staff Utilization Report PRO added to Workflow module

Feature change

Internal Firm File storage renamed to Firm Workpaper Storage in Document Management module

Jan 1, 2025 vs Apr 1, 2025

Pulse.

100%

Change 1 of 9 · feature changed

Custom Branding replaced with Questionnaires & Organizers in Client Engagement Platform

See the before/after screenshots and every marked-up change.