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Canopy Features and News

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Feature Update: Synchronized Team Schedules

Coordinating the schedules of every team member and all your clients can feel like an impossible task at times. But with Canopy’s newest Practice Management update, you’ll be able...

6/05/18 LEARN MORE
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Canopy's May 2018 Tax and Accounting Trade Show Schedule

It's May, and that means that most of you are coming out of your post-tax season recovery hibernation. If you're one of those crazy people who jump straight out of tax season...

5/04/18 LEARN MORE
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Canopy's July Tax and Accounting Trade Show Schedule

Happy July! It’s that time of year again: fireworks, backyard barbecues, a boatload of tax and accounting trade shows! Our product reps will be busy attending 14 different trade...

5/03/18 LEARN MORE
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Canopy's Tax and Accounting Trade Shows for Q4 2017

Summer is over, but that doesn’t mean that Canopy is done attending tax and accounting events all over the country. Our product specialists will be at the events listed below,...

5/03/18 LEARN MORE
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Canopy's September Tax and Accounting Trade Show Schedule

The end of summer is nearly here, and Canopy’s product specialists are out in force, taking advantage of the cooler nights. We’ve got a packed September, with 7 tax and accounting...

5/03/18 LEARN MORE
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Canopy's June Tax and Accounting Trade Show Schedule

Summer is upon us, and that can only mean one thing for accountants and tax pros all over the country: it’s trade show season! The same is true here at Canopy. Our product reps...

5/03/18 LEARN MORE
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Canopy's December Tax and Accounting Trade Show Schedule

It’s December, which means CPAs everywhere are waking up from turkey comas just in time to make a last-minute rush to complete their CPE requirements. Lucky for you, there are a...

5/03/18 LEARN MORE
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Canopy's November Tax and Accounting Trade Show Schedule

November means that it's time to rake leaves, warm up your turkey fryer, and make your way to the nearest tax and accounting trade show! Our product specialists will be at the...

5/01/18 LEARN MORE
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New Product: Get Answers to IRS Notices in Minutes

It’s May 1 and as promised, we have a big announcement to make. We have added a new product to Canopy: Notices.

5/01/18 LEARN MORE
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New Feature: Effortless Time Tracking

Canopy’s time tracking is here. Now you can easily track your productivity and get paid faster. Here are four time tracking features to try out.

4/19/18 LEARN MORE
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Feature Update: Centralized, Integrated Document Management

You deal with files all day, every day, and because of that, your experience should be as seamless and hassle-free as possible. So, we’ve upgraded our document management to...

3/14/18 LEARN MORE
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Feature Update: New Transcripts Experience

Canopy’s free, 2-minute Transcripts Tool just became even more efficient. We’ve already made a few changes to work with the IRS two-factor authentication update, and now we’re...

12/22/17 LEARN MORE
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Product Update: Two-Factor Identification and Password Strength Meter

Canopy is now even more secure! We’ve just rolled out two updates to the Canopy app that will help our users keep their clients’ data more safe: two-factor authentication and a...

11/21/17 LEARN MORE
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Feature Update: Save Time with Task Templates

If you’ve already been enjoying the efficiency Canopy brings to task creation, we’re about to make your day: we’ve now added task templates! You’ll no longer have to create the...

10/05/17 LEARN MORE
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Why Tax Pros Love Working at Canopy

8/14/17 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

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45 stars

4.5 stars on Capterra

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45 stars

4.5 stars on GetApp