Canopy Features and News

Canopy Secures $30 Million in New Funding; Aims to Disrupt $100 Billion Tax Market

New investment round, led by NEA, brings Canopy’s total funding to $60 million.

Andrew Jones Andrew Jones
27 Mar, 2018
Canopy Features and News

Feature Update: Centralized, Integrated Document Management

We’ve upgraded our document management to better fit your workflow needs.

Micala Ricketts Micala Ricketts
14 Mar, 2018
Canopy Features and News

Everything You Need to Know About Canopy in 75 Seconds (Video)

Canopy is practice management and tax resolution software designed to save you time. Watch this video to see how Canopy can mak...

Brandon Jones Brandon Jones
4 Jan, 2018
Canopy Features and News

Feature Update: New Transcripts Experience

Canopy is introducing a smoother, quicker transcripts experience.

Micala Ricketts Micala Ricketts
22 Dec, 2017
Canopy Features and News

Product Update: Two-Factor Identification and Password Strength Meter

Canopy's latest features help you keep your data more secure than ever! Read on to learn about two-factor authentication and th...

Brandon Jones Brandon Jones
21 Nov, 2017
Canopy Features and News

Feature Update: Save Time with Task Templates

If you’ve already been enjoying the efficiency of task creation in Canopy, we’re about to make your day: we’ve now added task t...

Micala Ricketts Micala Ricketts
5 Oct, 2017
Canopy Features and News

Why Tax Pros Love Working at Canopy

"The work-life balance at Canopy is reality and not just words." –Richard Dewey, tax manager

Micala Ricketts Micala Ricketts
14 Aug, 2017
Canopy Features and News

Feature Update: Spend Less Time on Email by Using Templates

We've made an initiative to help tax pros spend less time on email. With that initiative we’re happy to introduce email templat...

Micala Ricketts Micala Ricketts
3 Aug, 2017
Canopy Features and News

Feature Update: How to Send Bulk Emails in Canopy

You can now send bulk emails with Canopy! Read on to see just how to send emails to all your clients with just a few clicks.

Brandon Jones Brandon Jones
3 Jul, 2017
Canopy Features and News

New Feature: Workflow for Improved Task Management

This Practice Management feature means easier delegation of work, less need for team meetings, and easy tracking of tasks.

Micala Ricketts Micala Ricketts
7 Jun, 2017
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