KC is a senior product marketing manager at Canopy.
Use AI to Chart Business Insights
What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to create visualizations.
Client Record Templates
What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...
Using Roles to Build a Work Queue
What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...
What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get...
What's new: We’re thrilled to announce our first iteration of an integration with Chat GPT. Users can draft new emails or emails as a part of a thread using the generative AI....
New Client List
What's new: Streamline the way you view your client data with these new updates. Layout and design has changed to make it easier for you to view your data and interact with it....
Break Down the Email Silo Without Losing Security and Control
What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...
Get More with Canopy’s QuickBooks Online Integration Enhancements
What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):
Easily Switch Between Canopy Accounts Across All Modules
What's new: Canopy now supports multi tenant users. A tenant is an instance or account that is separate from another. For example, if a client has both a tax accountant and a...
Update: Improved Task Dashboard Experience in the Practitioner App
What's new: We’ve made the task dashboard much easier to use. With our recent additions of task priority and assignee photos, you’ll also notice a more friendly and clean look....
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