New Client List
Resize columns, show and hide columns, infinitely scroll, and search directly on the new client list page.
Client Record Templates
What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require...
Get More with Canopy’s QuickBooks Online Integration...
What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):