Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
What's New: Based on your feedback and our efforts to increase efficiency at your practice, we’ve made it easier to access the letter generator within the Canopy app and we’ve...
What's new: You need flexibility. Accessing Canopy on your mobile device makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests....
What's new: We know how important it is to answer the question, “How profitable is my firm?” This new update provides an additional layer of detail in the profitability report,...
What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....
What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...
What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...
What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...
What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...
What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):
What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...
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...
What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...
What's new: Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...
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