Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Jonathan is a Product Marketing Manager at Canopy.
What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...
What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...
In accounting, efficiency isn't just a goal — it's a necessity. Thankfully, accounting templates offer a bridge to this efficiency, providing a foundation for standardization,...
What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a...
Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...
What's new: To enhance your experience and help you save time, we've introduced eSignature templates on Canopy. These templates enable you to easily add signature, initial, and...
Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With...
What's New: We’re happy to announce the release of expense management in Canopy. As you incur expenses in your firm specifically related to clients, you can now record those...
It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...
What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...
What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...
One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by...
What's new: Encourage on-time payments from your clients by setting up automated late fees. With a simple setting option within Canopy, you can automatically apply late fees to...
What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via...
What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...
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