Blog | Industry News, Updates, & Features | Canopy

Unlocking Efficiency: The Power of a Firm-Wide Operating System

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...

4/10/24 LEARN MORE

Document Management

Files Interface Redesign

What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...

4/01/24 LEARN MORE

Document Management

Identifying and Solving Your Document Management Pain Points

It’s crazy to think 58% of accountants say they have accidentally shared the wrong file with a client due to poor communication and storage issues.* The right software empowers...

11/11/22 LEARN MORE

Document Management

Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE

Document Management

Document Management at Accounting Firms: Exclusive Canopy Survey

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...

10/25/22 LEARN MORE

Document Management

Best Document Management Software for Accountants

If you want your accounting firm to be successful, you’ll need a robust document management system. We’ll break it down for you here. If you want to grow your accounting business,...

9/14/22 LEARN MORE

Document Management

What are the Benefits of a Document Management System for Accountants?

A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive...

9/01/22 LEARN MORE

Document Management

Simplify File Management With Canopy’s Virtual Drive

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...

7/22/22 LEARN MORE