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Canopy Features and News

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Canopy Features and News
Tax Season Product Update

The first month of 2020 has come and gone, and you and your firm are likely already on high alert for the imminent tax season. And with our new suite of updates this month, Canopy...

2/06/20 LEARN MORE
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Canopy Features and News
New Feature: Canopy Desktop Assistant

Canopy is starting out 2020 in a big way with the announcement of the new desktop assistant! Desktop assistant will enable you to select files from your computer and send them to...

1/15/20 LEARN MORE
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Canopy Features and News
New Feature: Client Organizer

It’s only been a few weeks since our last update, but we’re back with yet another new feature to help you provide an unrivaled filing experience to your clients this tax season!...

12/18/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: November 2019

The final quarter of 2019 has been full of exciting updates for Canopy. We’ve worked diligently to add in-demand tools to better streamline your work and enhance communication...

12/10/19 LEARN MORE
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Canopy Features and News
Feature Updates: Client Requests in the Task Workspace, Recurring...

With tax season 2020 quickly approaching, we’ve been working hard to bring you a couple of new features to improve both your workflow efficiency and client communications for this...

12/06/19 LEARN MORE
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Canopy Features and News
Canopy Announces Davis Bell as Its New CEO and Raises $13 Million in...

Lehi, Utah - Dec. 4, 2019 - Canopy, a leading cloud-based practice management platform for tax professionals, today announced seasoned Silicon Slopes technology executive Davis...

12/04/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: August 2019

In the month of August, we were busy enhancing the functionality of our mobile app, client portal, and task workspace to make Canopy more efficient for your everyday processes.

9/06/19 LEARN MORE
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Canopy Features and News
Feature Update: Improved Client Portal Functionality

Canopy’s client portal (one of our most popular features) has recently been updated to be even more efficient and functional. Here are two new things you can do with the client...

8/28/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: July 2019

July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobile. Check out the video below or continue reading...

8/13/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: June 2019

We haven’t slowed down since the tax deadline here at Canopy. We are excited to share more recent updates, including the release of Payments, updates to our mobile app, and a new...

7/09/19 LEARN MORE
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Canopy Features and News
New Feature: Zapier Integration

As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways...

6/27/19 LEARN MORE
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Canopy Features and News
Canopy Product Highlight: May 2019

We've had a busy tax season rolling out new products and features, including Tax Prep, a mobile app, a workflow update, and custom fields. Check out this video for more...

6/06/19 LEARN MORE
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Canopy Features and News
Product Release: Tax Prep

We are excited to announce the release of the newest product joining Canopy’s cloud-based suite: Tax Prep. Our goal is to help you streamline tax season. Canopy’s Tax Prep...

6/04/19 LEARN MORE
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Canopy Features and News
Feature Update: Workflow Focused on Collaboration

Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.

5/20/19 LEARN MORE
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Canopy Features and News
Product Update: Canopy Courses

One of the most important aspects of your job as a tax professional or accountant is maintaining your CPE or CE certification. For many, this is an overly time-consuming process...

5/10/19 LEARN MORE
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