May 2018
Canopy Features and News

New Feature: A Simple, New Way to Manage Client Communication

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

Brandon Jones Brandon Jones
May 4, 2018 12:39:11 PM
Canopy Features and News

New Feature: Workflow for Improved Task Management

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

Micala Ricketts Micala Ricketts
May 4, 2018 12:28:47 PM
Canopy Features and News

Canopy Series B Named to Top US Fintech Deals for Q1

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 Micala Ricketts
May 4, 2018 12:10:15 PM
Canopy Features and News

What Makes a Great Tech Company: A Canopy Engineer's Perspective

What makes a tech company a great place to work for a software engineer? Canopy engineer Bret Little offers his perspective.

Bret Little Bret Little
May 4, 2018 11:41:07 AM
Canopy Features and News

Feature Update: Quick, Easy Contact List Import

Canopy is excited to introduce contact list import—you'll never sift through duplicate contacts again!

Micala Ricketts Micala Ricketts
May 4, 2018 11:37:35 AM
Canopy Features and News

Basement to Fast-Growing Startup: The Inspiring Story of Canopy

"We want to transform how accountants think about software and how accountants interact with their clients." – Kurt Avarell

Micala Ricketts Micala Ricketts
May 4, 2018 11:28:49 AM
Canopy Features and News

Feature Update: Custom Letterhead for Engagement Letters

Canopy's Letter Generator tool is now even better! Our Letterhead feature allows tax professionals to quickly and easily create...

Brandon Jones Brandon Jones
May 3, 2018 5:59:55 PM
Canopy Features and News

New Form: California Form FTB 3561

Canopy is excited to announce the release of California Form FTB 3561, an addition to the CA Form FTB 3567 and the CA Power of ...

Meg Monk Meg Monk
May 3, 2018 5:48:31 PM
Canopy Features and News

Canopy Wins "Cloud Top Shelf Award" in 2016 K2 Quality Awards

K2 Enterprises named Canopy as the winner of the 2016 “Cloud Top Shelf Award” in the K2 Quality Awards on Monday.

Meg Monk Meg Monk
May 3, 2018 3:49:00 PM
Canopy Features and News

New Feature: Improved Contact List Management

Viewing and organizing your contacts' information within Canopy is now more efficient than ever before.

Micala Ricketts Micala Ricketts
May 3, 2018 3:17:02 PM
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