Product Updates

Product Updates

Enjoy Working on Documents More with New File Previewer Enhancements

We’ve implemented a number of enhancements that will make your experience previewing and editing PDF documents easier and more fle...

Product Updates

Product Update: Mobile Document Interaction Enhancements

We’ve increased the speed at which files can load and improved the experience of fillable PDFs. Learn more about this exciting upd...

Product Updates

Get eSignatures Faster with Canopy Secure Links

Users with a license to the Document Management module can now share an eSignature request to users with or without a client porta...

Product Updates

Seamlessly Link Time Entries to Any Invoice

Recording time on invoices is now easier to manage. Users with a Time & Billing license can now associate any recorded time en...

Automate tasks in templates
Product Updates

Save More Time with Canopy’s Automated Workflow Templates 

Great news! Now automation conditions and actions can be applied on tasks and subtasks within Workflow templates, saving your firm...

Product Updates

Get More with Canopy’s QuickBooks Online Integration Enhancements

With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO). Learn more about this exciting up...

Easily Switch Between Canopy Accounts Across All Modules

The pain of remembering multiple usernames and passwords is real. Being able to easily swap between accounts provides a smoother e...

Product Updates

Do More With Canopy’s Updated Letter Generator

We’ve made it easier to access the letter generator within the Canopy app and we’ve improved the overall experience. Learn more he...

canopy invoice reminders
Product Updates

Save Time with Canopy Invoice Reminders 

No more manually following up with individual clients if their invoice is coming due or is overdue for a specified amount of time.

Canopy virtual drive
Product Updates

Simplify File Management With Canopy’s Virtual Drive

Access, organize, edit, sync, and otherwise manage your files and folders in Canopy from a mapped drive on your Windows computer. 

Canopy accounting workflow automation
Product Updates

Workflow Automation Now Available For Tasks & Subtasks

With Canopy’s Workflow module, you can now save time by automating specific rules related to your tasks and subtasks. Learn more h...

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