KC Brothers

Group Billing

What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...

Insights Update

What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...

Billing Realization

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Engagements & Proposals

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Use AI to Chart Business Insights

What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to create visualizations.

Client Record Templates

What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...

Know More About Your Practice Using Insights

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Using Roles to Build a Work Queue

What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...

Dashboards

What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get...

AI Assistant

What's new: We’re thrilled to announce our first iteration of an integration with Chat GPT. Users can draft new emails or emails as a part of a thread using the generative AI....

New Client List

What's new: Streamline the way you view your client data with these new updates. Layout and design has changed to make it easier for you to view your data and interact with it....

Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

Comments & @Mentions Improve Internal Communication

Get More with Canopy’s QuickBooks Online Integration Enhancements

What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):

Easily Switch Between Canopy Accounts Across All Modules

What's new: Canopy now supports multi tenant users. A tenant is an instance or account that is separate from another. For example, if a client has both a tax accountant and a...