Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
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.
KC is a senior product marketing manager at Canopy.
What's New? In January, we launched an open BETA of Questionnaires– the ability to create survey-like forms to collect information of any kind in any format you’d like. Within...
In SaaS, things move fast! We like to review what we've added to the product over the last year because we know life is busy, and you're heads-down in important work. This post is...
What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...
Many in the industry have been sounding the clarion call to examine your firm tech stack. It’s not uncommon to hear rumors that older softwares are being sunset, or for users to...
What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...
What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...
What's new:
What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to create visualizations.
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...
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....
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....
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