Canopy Features and News

Canopy Product Highlight: February 2019

Check out the new features we released in February 2019, including a client invoicing update, email signature images, more stat...

Brandon Jones Brandon Jones
7 Mar, 2019
Canopy Features and News

Product Update: Invoice Enhancements

With the newest billing enhancements, Canopy's invoice process is more customizable and flexible for you and your tax firm.

Mitch Larson Mitch Larson
14 Feb, 2019
Canopy Features and News

Canopy Product Highlight: January 2019

We released new features in January, including an eSign reminder for your clients, a brand new way to manage client's access to...

Brandon Jones Brandon Jones
31 Jan, 2019
Canopy Features and News

Feature Update: Client Portal Manager

The newest updates to the Client Portal Manager allow tax professionals to organize and take control of the client portal exper...

Mitch Larson Mitch Larson
25 Jan, 2019
Canopy Features and News

Canopy Expands into New HQ, Plans to Double Workforce

Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening ...

Andrew Jones Andrew Jones
17 Jan, 2019
Canopy Features and News

Canopy Product Highlight: December 2018

We released new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashbo...

Brandon Jones Brandon Jones
3 Jan, 2019
Canopy Features and News

New Feature: Canopy Transcripts Chrome Extension

IRS tax transcripts are important for tax professionals by giving them valuable information and a comprehensive tax summary of ...

Mitch Larson Mitch Larson
19 Dec, 2018
Canopy Features and News

Feature Update: Latest Billing Enhancements

In recent months, we've implemented many new features into Canopy's invoicing and payments function.

Mitch Larson Mitch Larson
11 Dec, 2018
Canopy Features and News

Feature Update: Knowledge-Based Authentication

Canopy’s eSign now allows you to quickly sign IRS forms 8878 and 8879 electronically.

Mitch Larson Mitch Larson
5 Dec, 2018
Canopy Features and News

Canopy Product Highlight: November 2018

We've added a bunch of great to features to Canopy in November, including Recurring Billing, Custom Branding, Accounts Receivab...

Brandon Jones Brandon Jones
4 Dec, 2018
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