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

Micala Ricketts
May 7, 2018 11:52:12 AM

Canopy is introducing a smoother, quicker transcripts experience.

Micala Ricketts
May 4, 2018 2:01:54 PM

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
May 4, 2018 1:45:19 PM

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
May 4, 2018 1:29:11 PM

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

Micala Ricketts
May 4, 2018 1:08:28 PM

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
May 4, 2018 1:01:42 PM

You can now send bulk emails with Canopy! Read on to see just how to send emails to all your clients with just a few clicks.

Brandon Jones
May 4, 2018 12:43:03 PM

Client communication is key, but trying to keep everything straight in your email inbox is almost impossible. Canopy's Communic...

Brandon Jones
May 4, 2018 12:39:11 PM

This Practice Management feature means easier delegation of work, less need for team meetings, and easy tracking of tasks.

Micala Ricketts
May 4, 2018 12:28:47 PM

Last week, Canopy was named to the Top 10 US VC-Backed Fintech Deals for Q1 2017. Check out how we're expanding.

Micala Ricketts
May 4, 2018 12:10:15 PM