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Product Updates

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Product Updates
Using Roles to Build a Work Queue

What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...

8/01/23 LEARN MORE
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Product Updates
Increase Accuracy and Efficiency with Recurring Task Enhancements

What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...

6/07/23 LEARN MORE
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Product Updates
Dashboards

What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get...

6/06/23 LEARN MORE
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Product Updates
Stay Organized and Compliant with Canopy’s Document Retention Rules

What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...

5/11/23 LEARN MORE
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Product Updates
AI Assistant

What's new: We’re thrilled to announce our first iteration of an integration with Chat GPT. Users can draft new emails or emails as a part of a thread using the generative AI....

4/26/23 LEARN MORE
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Product Updates
New Client List

What's new: Streamline the way you view your client data with these new updates. Layout and design has changed to make it easier for you to view your data and interact with it....

4/25/23 LEARN MORE
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Product Updates
A Year in Review 2022: New Canopy Features

One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by...

4/25/23 LEARN MORE
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Practice Management
Using ChatGPT in Your Accounting Firm

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

4/21/23 LEARN MORE
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Product Updates
Easily Set Up Automated Late Fees

What's new: Encourage on-time payments from your clients by setting up automated late fees. With a simple setting option within Canopy, you can automatically apply late fees to...

4/04/23 LEARN MORE
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Product Updates
Quickly Upload Files with a Secure Link

What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via...

3/28/23 LEARN MORE
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Product Updates
Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...

3/02/23 LEARN MORE
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Product Updates
Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

2/21/23 LEARN MORE
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Product Updates
Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

2/16/23 LEARN MORE
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Product Updates
Have a Better View into Your Work with the New Task Workspace

What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...

1/11/23 LEARN MORE
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Product Updates
2022 Organizer

What's new: Not only do you have an organizer that reflects the changes for the tax year, but we also have some major improvements to the organizer itself! Including the addition...

11/30/22 LEARN MORE
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