Recent Blog Articles

Global Files Product Update-1
Canopy Features and News

Feature Update: Centralized, Integrated Document Management

We released a feature update that centralizes & integrates document management in your accounting practice. Learn how here & see f...

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Canopy Features and News

Everything You Need to Know About Canopy in 75 Seconds (Video)

In 75 seconds, learn everything you need to know about Canopy and how it can help your accounting practice improve efficiency, qua...

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Canopy Features and News

Feature Update: New Transcripts Experience

Canopy is introducing a smoother, quicker transcripts experience.

New Feature- 2FA
Canopy Features and News

Product Update: Two-Factor Identification and Password Strength Meter

We released a product update that allows you to set up two-factor authentication & use a password strength meter helping keep your...

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Canopy Features and News

Feature Update: Save Time with Task Templates

We released a feature update that makes task management even easier with the use of templates. Save time & stay organized, learn h...

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Canopy Features and News

Why Tax Pros Love Working at Canopy

"The work-life balance at Canopy is reality and not just words." –Richard Dewey, tax manager

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Canopy Features and News

Feature Update: Spend Less Time on Email by Using Templates

We released a feature update that will save you valuable time on drafting emails through the use of templates. Learn how it works!

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Canopy Features and News

New Feature: Workflow for Improved Task Management

The new practice management feature makes delegation of work and tracking tasks easier, and reduces the need for unnecessary team ...

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Canopy Features and News

New Feature: A Simple, New Way to Manage Client Communication

We released a new feature that makes managing communication with clients more efficient and simple. Learn how implement these upda...

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Canopy Features and News

Feature Update: Quick, Easy Contact List Import

We released a new feature that makes managing and updating contact information easier than ever! See details and learn how here.

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Canopy Features and News

Basement to Fast-Growing Startup: The Inspiring Story of Canopy

"We want to transform how accountants think about software and how accountants interact with their clients." – Kurt Avarell

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