May 2018
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
Canopy Features and News

Feature Update: How to Send Bulk Emails in Canopy

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