KC Brothers

KC is a senior product marketing manager at Canopy.

Billing Realization

What's new:

12/19/23 LEARN MORE
Engagements & Proposals

What's new:

11/15/23 LEARN MORE
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.

10/23/23 LEARN MORE
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...

8/15/23 LEARN MORE
Know More About Your Practice Using Insights

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8/08/23 LEARN MORE
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...

8/01/23 LEARN MORE

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...

6/06/23 LEARN MORE
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....

4/26/23 LEARN MORE
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....

4/25/23 LEARN MORE
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...

2/16/23 LEARN MORE
Comments & @Mentions Improve Internal Communication

10/25/22 LEARN MORE
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):

8/18/22 LEARN MORE
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...

8/17/22 LEARN MORE
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....

6/17/22 LEARN MORE
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:

5/23/22 LEARN MORE

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