Product Updates

Product Updates

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...

Product Updates

Mobile Enhancements in Canopy

Canopy's mobile app makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests.

Product Updates

Profitability Report Enhancements in Canopy

This update provides another layer of detail in the profitability report to help you make better business decisions at your firm.

Product Updates

Added Automation in Canopy Continues to Save You Time

We’ve expanded automation rules to standalone client requests and bulk tasks to further save you time and stress!

canopy product update comments and mentions
Product Updates

Comments & @Mentions Improve Internal Communication

With comments and @mentions, you and your firm will be able to operate faster and more efficiently as you have conversations in th...

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...

Task template automation
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...

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