CONTENT HUB >

Product Updates

blog_post_thumbnail
Product Updates
Product Feedback: We Want To Hear From You! 

What's New: Canopy values and actively seeks out product feedback. Because it’s so important to us, we recently decided to overhaul how it works so it’s easier for Canopy users to...

2 min read LEARN MORE
blog_post_thumbnail
Product Updates
Add Profile Pictures To Your Internal Team Within Canopy

What's New: Say goodbye to faceless interactions within Canopy’s platform! Now, your internal team members have the option to add a profile picture to their account.

1 min read LEARN MORE
blog_post_thumbnail
Product Updates
QBO bidirectional contact syncing helps reduce double entry

What's new: Canopy now offers bidirectional contact syncing with Quickbooks Online (QBO) through our robust QBO integration. 

1 min read LEARN MORE
blog_post_thumbnail
Product Updates
Canopy Improves Security & Efficiency with Updated Folder Permissions

What's new: You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is...

3 min read LEARN MORE
blog_post_thumbnail
Product Updates
Send Bulk Requests With Action Capabilities

What's new:   Users that have created drafts of client requests can now select multiple requests at a time and send them in a single bulk action. Previously, you had the ability...

2 min read LEARN MORE
blog_post_thumbnail
Product Updates
Contact Syncing With Quickbooks Integration

What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy. 

1 min read LEARN MORE
blog_post_thumbnail
Product Updates
Compare Transcript Versions Easily Through Canopy

Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...

1 min read LEARN MORE
blog_post_thumbnail
Canopy Features and News
Year in Review: 2020 Product Roundup

For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...

5 min read LEARN MORE
blog_post_thumbnail
Canopy Features and News
Product Update September 2020

We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...

2 min read LEARN MORE
blog_post_thumbnail
Canopy Features and News
Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

2 min read LEARN MORE
blog_post_thumbnail
Canopy Features and News
Product Update May 2020

We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features. 

2 min read LEARN MORE
pagination_first pagination_previous 1 2 pagination_next pagination_last

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp