Recent Blog Articles

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Canopy Features and News

Product Update May 2020

We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some featur...

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Canopy Features and News

Canopy's New UI

We are thrilled to announce an updated Canopy user interface is here!

Canopy Features and News

Tax Season Product Update

With new product updates this month, Canopy is here to help you bolster efficiency and deliver on service that delights your clien...

Canopy Features and News

New Feature: Canopy Desktop Assistant

Desktop assistant will enable you to select files from your computer and send them to a contact’s folder in Canopy.

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Canopy Features and News

New Feature: Client Organizer

Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one place...

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Canopy Features and News

Canopy Product Highlight: November 2019

We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication with your clients.

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Canopy Features and News

Canopy Announces Davis Bell as Its New CEO and Raises $13 Million in Funding

With the announcement of a new CEO and $13 million raised in funding, Canopy continues to empower accounting practices nationwide....

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Canopy Features and News

Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom...

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Canopy Features and News

Product Release: Tax Prep

Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more client...

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Canopy Features and News

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collabora...

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Canopy Features and News

Product Update: Canopy Courses

Canopy has partnered with some of the best and brightest minds in tax and accounting to develop high-quality CPE and CE courses.

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