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Canopy Features and News

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Webinar: Learn How To Grow Your Firm Through CAAS

Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to...

6/22/21 LEARN MORE
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June First Look: Here Are the New Features Offered on Canopy

Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see...

6/10/21 LEARN MORE
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Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...

6/09/21 LEARN MORE
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Webinar: Be the First to Know About Canopy’s New Features

Join us on Tuesday, June 8 and stay up to date on the latest services Canopy has to offer you at our First Look Webinar. We’ll discuss our recent updates, like the new...

6/03/21 LEARN MORE
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New IRS Transcripts API Integration

We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...

5/25/21 LEARN MORE
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Year in Review: 2020 Product Roundup

For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...

1/11/21 LEARN MORE
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Canopy Innovation Summit 2020 Recap

On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation,...

11/12/20 LEARN MORE
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How Canopy Can Help You Manage Your Firm

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...

10/15/20 LEARN MORE
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Product Update September 2020

We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...

9/22/20 LEARN MORE
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How Canopy Can Help You Manage Clients in Your Accounting Firm

Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...

9/08/20 LEARN MORE
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Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

8/03/20 LEARN MORE
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How to Streamline Your Time and Billing Process Using Canopy

Getting paid for the work you do is one of the most important steps in running a successful accounting firm (if not the most important), but it can also be one of the most...

7/01/20 LEARN MORE
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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 recently released features.

5/25/20 LEARN MORE
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Canopy's New UI

Over the last five months, we’ve been working hard to bring you an improved experience, and we are thrilled to announce an updated Canopy user interface is here! In approaching...

5/04/20 LEARN MORE
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Tax Season Product Update

The first month of 2020 has come and gone, and you and your firm are likely already on high alert for the imminent tax season. And with our new suite of updates this month, Canopy...

2/06/20 LEARN MORE

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