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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? Canopy has added AI to yet another area of the product! You’ll see this in two areas of the product. First, within the settings menu, you’ll see Document Settings. In...
What's new: Sometimes a subtask doesn’t need to multiply into five—it just needs a to-do list of its own. The new subtask checklist keeps practitioners’ work tidy and simple....
What's New: This round of Time & Billing updates is all about boosting visibility, tightening controls, and helping your clients (and your team) move faster—with less friction.
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:...
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