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.
Canopy is excited to now offer an in-house solution that helps accountants stay organized and seamlessly collect payments from clients. Along with simple, flat rates, you’ll get...
July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobile. Check out the video below or continue reading...
We haven’t slowed down since the tax deadline here at Canopy. We are excited to share more recent updates, including the release of Payments, updates to our mobile app, and a new...
As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways...
One of the most important aspects of your job as a tax professional or accountant is maintaining your CPE or CE certification. For many, this is an overly time-consuming process...
As a tax professional, you have a busy life. Canopy’s mobile app is designed to enhance and complement the work you perform at your desk. By supporting periods away from your...
Canopy’s latest enhancements—specifically email signature and custom background images—give you added ability to personalize your firm’s branding and image. You will now be able...
The best tax resolution software for your practice will be an effective tool that helps with your tax work while dramatically reducing the time you spend on each case and thereby...
Financial transactions are some of the most important and delicate interactions that tax professionals have with their clients. With Canopy's newest invoicing enhancements, you...
There is a lot to keep track of when managing your tax practice. Inherently, there are a lot of complex moving pieces, especially when interacting and working with clients. With...
Canopy continuously looks for ways improve the workflow and efficiency of your tax practice. This is even more apparent with the recent release of a new Transcripts Google Chrome...
In recent months, we've implemented many new features into Canopy's invoicing and payments function. We are now excited to announce the latest updates, namely recurring invoices,...
Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With...
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