Mitch Larson

New Feature: Payments

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...

2/03/21 LEARN MORE
Canopy Product Highlight: July 2019

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...

8/13/19 LEARN MORE
Canopy Product Highlight: June 2019

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...

7/09/19 LEARN MORE
New Feature: Zapier Integration

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...

6/27/19 LEARN MORE
Product Update: Canopy Courses

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...

5/10/19 LEARN MORE
Product Release: Mobile App

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...

4/10/19 LEARN MORE
Feature Update: Branding Enhancements

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...

4/08/19 LEARN MORE
What's the Best Tax Resolution Software for Tax Preparers?...

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...

2/28/19 LEARN MORE
Product Update: Invoice Enhancements

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...

2/14/19 LEARN MORE
The Complete Guide to Buying Tax Resolution Software

Feature Update: Client Portal Manager

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...

1/25/19 LEARN MORE
New Feature: Canopy Transcripts Chrome Extension

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...

12/20/18 LEARN MORE
Feature Update: Latest Billing Enhancements

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,...

12/11/18 LEARN MORE
Tax Professional's Audit Defense Kit


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