June 2019
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

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
Feb 14, 2019 1:51:56 PM
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
Feb 11, 2019 10:23:43 PM
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
Feb 4, 2019 3:46:08 PM
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
Feb 4, 2019 3:45:40 PM
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