KC Brothers

AI Assistant

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...

Comments & @Mentions Improve Internal Communication

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....

View and Edit Task Priorities in Canopy's Practitioner App

What's new: Check out what’s new in the latest Canopy Mobile App 1.17.0 release.  From the mobile app, you can now view and edit task priorities in the following locations:

Most Accurate CSED Calculations Report Will Make Your Life Easier

What's new: Canopy has updated its Collection Statute Expiration Date (CSED) Calculations and Tolling Events reports in an effort to make your work life easier and save you time.