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Product Updates

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Multi-Factor Authentication Now Available in Canopy Mobile Apps

Canopy added an extra and important layer of iOS and Android mobile security to protect you and your on-the-go clients’ data. It’s called multi-factor authentication (also known...

1/16/25 LEARN MORE
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2024 Product Release Review

In SaaS, things move fast! We like to review what we've added to the product over the last year because we know life is busy, and you're heads-down in important work. This post is...

1/07/25 LEARN MORE
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Streamlining Time & Billing and Getting Paid Faster

What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...

12/10/24 LEARN MORE
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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...

10/24/24 LEARN MORE
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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:...

10/22/24 LEARN MORE
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Apple Pay

What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...

6/18/24 LEARN MORE
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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
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Quick Pay

What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a...

3/21/24 LEARN MORE
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24 for 2024: New Workflow Templates with Automations

Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...

3/12/24 LEARN MORE
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eSignature Templates

What's new: To enhance your experience and help you save time, we've introduced eSignature templates on Canopy. These templates enable you to easily add signature, initial, and...

3/04/24 LEARN MORE
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Expense Management

What's New: We’re happy to announce the release of expense management in Canopy. As you incur expenses in your firm specifically related to clients, you can now record those...

2/27/24 LEARN MORE
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A Year in Review 2023: New Canopy Features

It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...

1/19/24 LEARN MORE
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Billing Realization

What's new:

12/19/23 LEARN MORE
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Engagements & Proposals

What's new:

11/15/23 LEARN MORE
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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.

10/23/23 LEARN MORE

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