Build your practice management platform to work as you need it.
Follow a process for when your tax clients don't follow theirs.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Jonathan is a Product Marketing Manager at Canopy.
What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...
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...
What's new: Encourage on-time payments from your clients by setting up automated late fees. With a simple setting option within Canopy, you can automatically apply late fees to...
What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via...
What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...
What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...
What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...
What's New: Based on your feedback and our efforts to increase efficiency at your practice, we’ve made it easier to access the letter generator within the Canopy app and we’ve...
What's new: We know how important it is to answer the question, “How profitable is my firm?” This new update provides an additional layer of detail in the profitability report,...
What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....
What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...
What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...
What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...
What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...
What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...
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