July 2018
Canopy Features and News

Everything You Need to Know About Canopy in 75 Seconds (Video)

Canopy is practice management and tax resolution software designed to save you time. Watch this video to see how Canopy can mak...

Brandon Jones Brandon Jones
Jul 31, 2018 3:10:49 PM
Canopy Features and News

Canopy Raises $20 Million in Series B Round

This Series B round is led by Pelion Venture Partners, and brings Canopy’s total funding to $30M to date.

Meg Monk Meg Monk
Jul 30, 2018 1:14:18 PM
May 2018
Canopy Features and News

Resources to Help You Succeed with Canopy

Today we're sharing a few resources available to make your Canopy experience excellent, including built-in and live support.

Carly Moore Carly Moore
May 8, 2018 4:33:56 PM
Canopy Features and News

New Features: State Forms, Document Management, and Notification Center

We’re excited to announce 3 new Canopy features that will expand functionality, increase ease of use, and give you more user co...

Brandon Jones Brandon Jones
May 7, 2018 1:33:50 PM
Canopy Features and News

Feature Update: Centralized, Integrated Document Management

We’ve upgraded our document management to better fit your workflow needs.

Micala Ricketts Micala Ricketts
May 7, 2018 11:52:12 AM
Canopy Features and News

Feature Update: New Transcripts Experience

Canopy is introducing a smoother, quicker transcripts experience.

Micala Ricketts Micala Ricketts
May 4, 2018 2:01:54 PM
Canopy Features and News

Product Update: Two-Factor Identification and Password Strength Meter

Canopy's latest features help you keep your data more secure than ever! Read on to learn about two-factor authentication and th...

Brandon Jones Brandon Jones
May 4, 2018 1:45:19 PM
Canopy Features and News

Feature Update: Save Time with Task Templates

If you’ve already been enjoying the efficiency of task creation in Canopy, we’re about to make your day: we’ve now added task t...

Micala Ricketts Micala Ricketts
May 4, 2018 1:29:11 PM
Canopy Features and News

Why Tax Pros Love Working at Canopy

"The work-life balance at Canopy is reality and not just words." –Richard Dewey, tax manager

Micala Ricketts Micala Ricketts
May 4, 2018 1:08:28 PM
Canopy Features and News

Feature Update: Spend Less Time on Email by Using Templates

We've made an initiative to help tax pros spend less time on email. With that initiative we’re happy to introduce email templat...

Micala Ricketts Micala Ricketts
May 4, 2018 1:01:42 PM
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