Product Updates

Account for multiple rates per user
Product Updates

Account for Multiple Rates Per User with Canopy

Assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished.

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

Processing Retainer Payments Within Canopy is Seamless

The Time & Billing Module lets users process payments that are not associated with an invoice, allowing practitioners to take ...

canopy app dashboard
Product Updates

Update: Improved Task Dashboard Experience in the Practitioner App

Check out what’s new in the latest Canopy Mobile App 1.18.0 release.

Product Updates

View and Edit Task Priorities in Canopy's Practitioner App

Check out what’s new in the latest Canopy Mobile App 1.17.0 release here.

client requests canopy tax feature
Product Updates

Easily Create and Send Multiple Client Requests at Once in Canopy

Now Canopy users can create and send multiple client requests in one bulk action. Learn more about this new feature here!

csed-report-canopy
Product Updates

Most Accurate CSED Calculations Report Will Make Your Life Easier

Canopy’s CSED Calculations report calculates the CSEDs each time you pull a client’s transcript. The feature is in beta and not ye...

Product Updates

Product Feedback: We Want To Hear From You! 

We want to hear from you! With Canopy's new product feedback tool, you can leave feature suggestions and vote on other users' feed...

profile picture
Product Updates

Add Profile Pictures To Your Internal Team Within Canopy

A profile photo helps personalize and humanize your team members. Check out Canopy's new profile photo feature, which is available...

Product update on Canopy mobile apps
Product Updates

New Features on Canopy Mobile Apps Improve User Experience

Check out what’s new in the latest iOS 1.15.0 and Android 1.8.0 releases below.

Product Updates

QBO bidirectional contact syncing helps reduce double entry

Canopy now offers bidirectional contact syncing with Quickbooks Online through our robust QBO integration. Read more about this ex...

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