Content Hub

Send Bulk Requests With Action Capabilities

What's new: Users that have created drafts of client requests can now select multiple requests at a time and send them in a single bulk action. Previously, you had the ability to...

Improve Your Website and Attract Better Clients in 5 Simple Steps

As we all know by now, having a website for your business is a necessity. According to research, 70-80% of consumers research a company online before visiting the website or...

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...

Contact Syncing With Quickbooks Integration

What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy.

If Retirement Is on Your Radar, Know These 5 Things

For most people, as soon as they enter the workforce, they look forward to the day they can finally get out. What does that usually mean? Preparing for retirement.

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...

Everything Accountants Need to Know About 1099 Form Instructions

Yes, we know, it’s only January and you have the entire year to get your CPE and CE credits in! But, you can never start too early. That’s why we have introduced a new in-depth...

3 New Features To Client Portal App

We’re excited to share some of our recent features and updates that were In the 1.14.1 release for iOS and Android. These will help you more easily run your business and your...

Missed Canopy’s First Look? Grab the Highlights Here

Canopy hosts a First Look webinar quarterly, where our product specialists go over all the new features released to Canopy and those that are just on the horizon. If you weren’t...

3 Easy Ways To Celebrate National Have Fun At Work Day

Having fun at work might sound like an oxymoron at first, especially in the middle of tax season, but with relatively little effort, having fun at work could help boost morale at...

First Look: Find Out The New Features Coming To Canopy in Q1 2022

Join us for Canopy's First Look Webinar on Tuesday, Jan. 25 at 1 p.m. EDT, where you'll hear about all the feature updates coming soon to Canopy's full suite of cloud services.

What You Need To Know For Tax Season 2022

IRS extends policy allowing eSign for certain forms until 2023

Calling all accountants! As part of a pandemic-related effort to reduce in-person contact for accountants and taxpayers ahead of tax season, the IRS has extended its policy that...