June 2019

New Feature: Zapier Integration

In partnership with Zapier, Canopy offers ways in which you can now connect with other apps and more easily automate processes.

Mitch Larson Mitch Larson
Jun 27, 2019 5:20:24 PM

New Feature: Payments

Canopy is excited to offer an in-house solution that helps accountants stay organized and seamlessly collect payments from clie...

Mitch Larson Mitch Larson
Jun 25, 2019 11:10:32 AM
Canopy Features and News

Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and cus...

Micala Ricketts Micala Ricketts
Jun 6, 2019 10:22:00 AM
Canopy Features and News

Product Release: Tax Prep

Canopy’s Tax Prep includes seamless workflows that make the entire preparation process more efficient, so you can help more cli...

Micala Ricketts Micala Ricketts
Jun 4, 2019 10:14:35 AM
May 2019
Canopy Features and News

Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collab...

Micala Ricketts Micala Ricketts
May 20, 2019 4:33:36 PM
Canopy Features and News

Product Update: Canopy Courses

Canopy has partnered with some of the best and brightest minds in tax and accounting to develop high-quality CPE and CE courses...

Mitch Larson Mitch Larson
May 10, 2019 3:14:17 PM
April 2019
Canopy Features and News

Product Release: Mobile App

Canopy’s mobile app gives you a new way to run your practice. Whether you’re at your desk or on-the-go, you can manage your wor...

Mitch Larson Mitch Larson
Apr 10, 2019 9:13:12 AM
Canopy Features and News

Feature Update: Branding Enhancements

With email signature enhancements and custom background images, Canopy has added to its personalization features to further cus...

Mitch Larson Mitch Larson
Apr 8, 2019 3:11:45 PM
March 2019
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
Mar 7, 2019 11:34:25 AM
February 2019
Canopy Features and News

Feature 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
Feb 14, 2019 1:51:56 PM
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