Do More With Canopy’s Updated Letter Generator [New Updates]
We’ve made it easier to access the letter generator within the Canopy app and we’ve improved the overall experience [including NEW...
November 8, 2022
We’ve made it easier to access the letter generator within the Canopy app and we’ve improved the overall experience [including NEW...
November 8, 2022
Canopy's mobile app makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests.
November 2, 2022
This update provides another layer of detail in the profitability report to help you make better business decisions at your firm.
October 25, 2022
We’ve expanded automation rules to standalone client requests and bulk tasks to further save you time and stress!
October 25, 2022
With comments and @mentions, you and your firm will be able to operate faster and more efficiently as you have conversations in th...
October 25, 2022
We’ve implemented a number of enhancements that will make your experience previewing and editing PDF documents easier and more fle...
September 27, 2022
We’ve increased the speed at which files can load and improved the experience of fillable PDFs. Learn more about this exciting upd...
September 21, 2022
Users with a license to the Document Management module can now share an eSignature request to users with or without a client porta...
September 7, 2022
Recording time on invoices is now easier to manage. Users with a Time & Billing license can now associate any recorded time en...
August 31, 2022
Great news! Now automation conditions and actions can be applied on tasks and subtasks within Workflow templates, saving your firm...
August 26, 2022
With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO). Learn more about this exciting up...
August 18, 2022
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