Blog | Industry News, Updates, & Features | Canopy

Individualize Display Name Within Client Portal | Canopy

What's new: To further customize the experience your clients have when logging into their Client Portal, you can choose whether to display their legal name or the display name...

2/02/22 LEARN MORE

Product Updates

Get Client Info Quick With Fillable PDFs & Sending Organizers in Bulk

Send tax organizers in bulk What’s new: Say goodbye to sending tax organizers to clients one by one—a tedious process no one has time for. Introducing Canopy’s bulk-send...

1/31/22 LEARN MORE

Product Updates

Canopy Releases New Enhancements to Global Inbox

Add Labels & Folders to Global Inbox: What’s new: Canopy’s Global Inbox already brought all of your email into Canopy, meaning you didn’t have to jump between Canopy and your...

1/04/22 LEARN MORE

Product Updates

Major Mobile Enhancements Available to Canopy Users

Mobile enhancements What’s new: A key feature of the Canopy platform is the ability for accounting firms to access it via phone or tablet. The latest version of our practitioner...

1/04/22 LEARN MORE

Product Updates

Canopy Adds Mac Support to Desktop Assistant

Mac Support for Desktop Assistant What’s new: Canopy has had a popular desktop assistant for Windows users for some time. Now we’ve added Mac support as well!

1/04/22 LEARN MORE