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Canopy Features and News

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Canopy Features and News
Feature Update: Branding Enhancements

Canopy’s latest enhancements—specifically email signature and custom background images—give you added ability to personalize your firm’s branding and image. You will now be able...

4/08/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: February 2019

February was a busy month for Canopy and we released a bunch of new features, including an update to client invoicing, a new way to customize your email signature with images,...

3/07/19 LEARN MORE
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Canopy Features and News
Product Update: Invoice Enhancements

Financial transactions are some of the most important and delicate interactions that tax professionals have with their clients. With Canopy's newest invoicing enhancements, you...

2/14/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: January 2019

We're starting off 2019 with some new features we thing you're going to love, including an eSign reminder for your clients, a brand new way to manage client's access to the client...

1/31/19 LEARN MORE
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Canopy Features and News
Feature Update: Client Portal Manager

There is a lot to keep track of when managing your tax practice. Inherently, there are a lot of complex moving pieces, especially when interacting and working with clients. With...

1/25/19 LEARN MORE
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Canopy Features and News
Canopy Expands into New HQ, Plans to Double Workforce

Lehi, UT – January 17, 2019 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its new...

1/17/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: December 2018

We released some great new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashboard updates. Watch the video below to get...

1/03/19 LEARN MORE
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Canopy Features and News
New Feature: Canopy Transcripts Chrome Extension

Canopy continuously looks for ways improve the workflow and efficiency of your tax practice. This is even more apparent with the recent release of a new Transcripts Google Chrome...

12/20/18 LEARN MORE
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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. We are now excited to announce the latest updates, namely recurring invoices,...

12/11/18 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...

12/04/18 LEARN MORE
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Canopy Features and News
Canopy Launches Modern CPE Platform for Tax and Accounting...

Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and...

11/01/18 LEARN MORE
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Canopy Features and News
Feature Update: Time Tracking with Multiple Timers

In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm....

10/08/18 LEARN MORE
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Canopy Features and News
New Feature: Fast and Easy Electronic Signatures

It’s frustrating when seemingly simple things hold up work you’re trying to get done. Like signatures. After all the hard work of putting together an Offer in Compromise or...

10/01/18 LEARN MORE
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Canopy Features and News
New Feature: Custom Branding

With our newest feature, you can tailor Canopy to your brand’s look and feel for a more professional client experience. From your client portal to your invoices, you’ll be able to...

9/20/18 LEARN MORE
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Canopy Features and News
Feature Update: Time Tracking Dashboard

Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your practice. You’ll now be able to analyze data to...

8/17/18 LEARN MORE
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