February 2019
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
Canopy Features and News

Canopy Product Highlight: January 2019

We released new features in January, including an eSign reminder for your clients, a brand new way to manage client's access to...

Brandon Jones Brandon Jones
Feb 4, 2019 3:44:52 PM
January 2019
Canopy Features and News

Canopy Expands into New HQ, Plans to Double Workforce

Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening ...

Andrew Jones Andrew Jones
Jan 17, 2019 9:34:11 AM
Canopy Features and News

IRS Transcripts in 2 Minutes

Canopy users are loving Instant Transcripts – a painless way to pull and read IRS transcripts in as little as two minutes.

Micala Ricketts Micala Ricketts
Jan 8, 2019 3:27:18 PM
Canopy Features and News

New Feature: Pull IRS Transcripts in as Little as 2 Minutes

Stop wasting time waiting on e-Services. Use Canopy's Transcripts tool and start pulling IRS transcripts in as little as 2 minu...

Brandon Jones Brandon Jones
Jan 8, 2019 3:26:09 PM
Canopy Features and News

FAQ About Canopy’s 2-Minute Transcripts Tool

How does Canopy securely pull transcripts in less than 2 minutes? Is Canopy IRS compliant? Your questions answered here.

Meg Monk Meg Monk
Jan 8, 2019 3:14:32 PM
December 2018
Canopy Features and News

New Feature: Canopy Transcripts Chrome Extension

IRS tax transcripts are important for tax professionals by giving them valuable information and a comprehensive tax summary of ...

Mitch Larson Mitch Larson
Dec 20, 2018 11:36:49 AM
Canopy Features and News

Feature Update: Knowledge-Based Authentication

Canopy’s eSign now allows you to quickly sign IRS forms 8878 and 8879 electronically.

Mitch Larson Mitch Larson
Dec 11, 2018 2:35:56 PM
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