Document Management

Unlocking Efficiency: The Power of a Firm-Wide Operating System

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...

4/10/24 LEARN MORE
Files Interface Redesign

What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...

4/01/24 LEARN MORE
Identifying and Solving Your Document Management Pain Points

It’s crazy to think 58% of accountants say they have accidentally shared the wrong file with a client due to poor communication and storage issues.* The right software empowers...

11/11/22 LEARN MORE
Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE
Document Management at Accounting Firms: Exclusive Canopy Survey

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...

10/25/22 LEARN MORE
Finding the Best Document Management System for Your Accounting Firm

If you want to grow your accounting business, win new customers, and continue to provide an amazing service then having a talented team by itself might not be enough. You’re going...

9/14/22 LEARN MORE
What are the Benefits of a Document Management System for Accountants?

A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive...

9/01/22 LEARN MORE
Simplify File Management With Canopy’s Virtual Drive

What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...

7/22/22 LEARN MORE
July Product Update: New Features Available to Canopy Users

In the last month, we’ve released some powerful enhancements to Canopy! Learn more about the new features available:

7/28/21 LEARN MORE

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