January 2020
Canopy Features and News

New Feature: Canopy Desktop Assistant

Desktop assistant will enable you to select files from your computer and send them to a contact’s folder in Canopy.

Weldon McKenzie Weldon McKenzie
Jan 15, 2020 12:09:13 PM
December 2019
Canopy Features and News

New Feature: Client Organizer

Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one pl...

Weldon McKenzie Weldon McKenzie
Dec 18, 2019 10:16:09 AM
Canopy Features and News

Canopy Product Highlight: November 2019

We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication with your clients.

Cecilia Wilbur Cecilia Wilbur
Dec 10, 2019 10:43:30 AM

Feature Updates: Client Requests in the Task Workspace, Recurring Payments

We’ve been working hard to bring you feature updates to improve your workflow efficiency and client communications.

Weldon McKenzie Weldon McKenzie
Dec 6, 2019 11:32:43 AM
September 2019

Canopy Product Highlight: August 2019

In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace.

Micala Ricketts Micala Ricketts
Sep 6, 2019 11:33:12 AM
August 2019

Feature Update: Improved Client Portal Functionality

Check out these two new things you can do with Canopy's client portal.

Micala Ricketts Micala Ricketts
Aug 28, 2019 1:53:33 PM

Canopy Product Highlight: July 2019

July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and M...

Mitch Larson Mitch Larson
Aug 13, 2019 5:32:51 PM
July 2019

Canopy Product Highlight: June 2019

Canopy saw some pretty big updates in June including the addition of a payments solution, a Zapier integration, and updates to ...

Mitch Larson Mitch Larson
Jul 9, 2019 2:32:12 PM
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
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