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: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...
What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...
What's New: Based on your feedback and our efforts to increase efficiency at your practice, we’ve made it easier to access the letter generator within the Canopy app and we’ve...
What's new: We know how important it is to answer the question, “How profitable is my firm?” This new update provides an additional layer of detail in the profitability report,...
What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....
What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...
What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...
What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...
What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...
What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...
What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...
What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...
What's new: Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...
What's new: Communicating with your clients by sending client requests is likely a large part of your firm’s daily work. You’ll be pleased to hear that we’ve improved this...
What's new: As the usage of our mobile apps continues to grow, we have received valuable feedback (keep it coming) on how we can improve your experience using them. We believe it...
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