Recent Blog Articles

Canopy Features and News

Tax Season Product Update

With new product updates this month, Canopy is here to help you bolster efficiency and deliver on service that delights your clien...

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Canopy Features and News

New Feature: Client Organizer

Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one place...

Canopy Features and News

Canopy Product Highlight: November 2019

We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication with your clients.

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Feature Updates: Client Requests in the Task Workspace, Recurring Payments

We’ve been working hard to bring you feature updates to improve your workflow efficiency and client communications.

August Product Highlight

Canopy Product Highlight: August 2019

In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace.

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Feature Update: Improved Client Portal Functionality

Check out these two new things you can do with Canopy's client portal.

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Canopy Product Highlight: July 2019

July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobi...

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Canopy Product Highlight: June 2019

Canopy saw some pretty big updates in June including the addition of a payments solution, a Zapier integration, and updates to our...

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New Feature: Zapier Integration

In partnership with Zapier, Canopy offers ways in which you can now connect with other apps and more easily automate processes.

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New Feature: Payments

Canopy is excited to offer an in-house solution that helps accountants stay organized and seamlessly collect payments from clients...

Canopy Features and News

Product Release: Tax Prep

Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more client...

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