Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
What's New Smarter workflows start here—because accounting teams deserve a platform that keeps up with them. Check out what’s new to Workflow:
What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...
What's New? In January, we launched an open BETA of Questionnaires– the ability to create survey-like forms to collect information of any kind in any format you’d like. Within...
What's new:
Practitioners with permission can create engagement templates and then use them to quickly and repeatedly create new engagements for any clients. Like any engagement, a template...
Canopy added an extra and important layer of iOS and Android mobile security to protect you and your on-the-go clients’ data. It’s called multi-factor authentication (also known...
In SaaS, things move fast! We like to review what we've added to the product over the last year because we know life is busy, and you're heads-down in important work. This post is...
What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...
What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...
What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...
What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...
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...
What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a...
Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...
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