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Canopy Features and News

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Canopy Features and News
Product Release: Tax Prep

We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...

6/04/19 LEARN MORE
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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 collaborating on complex projects.

5/20/19 LEARN MORE
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Canopy Features and News
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
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Canopy Features and News
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
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Canopy Features and News
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
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Canopy Features and News
Canopy Product Highlight: February 2019

February was a busy month for Canopy and we released a bunch of new features, including an update to client invoicing, a new way to customize your email signature with images,...

3/07/19 LEARN MORE
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Canopy Features and News
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
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Canopy Features and News
Canopy Product Highlight: January 2019

We're starting off 2019 with some new features we thing you're going to love, including an eSign reminder for your clients, a brand new way to manage client's access to the client...

1/31/19 LEARN MORE
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Canopy Features and News
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
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Canopy Features and News
Canopy Expands into New HQ, Plans to Double Workforce

Lehi, UT – January 17, 2019 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its new...

1/17/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: December 2018

We released some great new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashboard updates. Watch the video below to get...

1/03/19 LEARN MORE
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Canopy Features and News
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
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Canopy Features and News
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
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Canopy Features and News
Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...

12/04/18 LEARN MORE
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Canopy Features and News
Canopy Launches Modern CPE Platform for Tax and Accounting...

Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and...

11/01/18 LEARN MORE
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