Canopy Features and News

Feature Update: Spend Less Time on Email by Using Templates

Here at Canopy, we know email can often get in the way of doing more meaningful work. In fact, the average professional spends 28 percent of the workweek reading and answering...

Canopy August Tax and Accounting Trade Shows Schedule

Welcome to August! The climax of summer is upon us, and that means back to school, the return of football, and, of course, more tax and accounting trade shows! Our software...

New Feature: Workflow for Improved Task Management

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

Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes...

Find Canopy at Accounting and Tax Trade Shows This Summer!

Want to find us this summer? Our product reps have been known to frequent tax trade shows, conferences, and boot camps, and they’re always happy to answer questions and chat with...

Feature Update: Quick, Easy Contact List Import

Canopy is excited to introduce contact list import. So what does this mean for you? No more manually inputting your clients' contact information! This new feature update...

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

From 2008 to 2010, Kurt Avarell worked on Wall Street as a tax attorney, where he occasionally took on pro bono cases. These cases gave him his first glimpse into the...

New Feature: Pull IRS Transcripts in as Little as 2 Minutes

Transcripts is one of Canopy’s most talked about features, and we’re now offering a free trial. That means you get access to:

New Form: California Form FTB 3561

You know that filling out every form for your client's tax resolution case is one of the most time-consuming aspects of tax work. But that's all about to change. If you're a tax...

FAQ About Canopy’s 2-Minute Transcripts Tool

Q: Is Canopy IRS compliant? Yes, Canopy complies with all published requirements by the IRS. The IRS has several requirements for tax software solutions to ensure compliance,...

IRS Transcripts in 2 Minutes

Have you tried out Instant IRS Transcripts yet? (If not, you can try a free trial here!) Canopy users are loving this painless way to pull and read IRS transcripts in as little as...

New Feature: Improved Contact List Management

Viewing and organizing your contact list within Canopy is now more efficient than ever before.

Tax Resolution Software

New Feature: Penalty Abatement Made Easy (VIDEO)

Today's release of Canopy's Penalty Abatement service is the first of several exciting out-of-the-box services coming early this year. As always, you can create custom steps for...

Resources to Help You Succeed with Canopy

Customer success is important to us at Canopy! We want everyone who uses our accounting software to be successful and have a great experience. So we've rounded up a few resources...