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...

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...

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...

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...

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...

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...

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...

Do More With Canopy’s Updated Letter Generator [New Updates]

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...

Mobile Enhancements in Canopy

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....

Profitability Report Enhancements in Canopy

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,...

Added Automation in Canopy Continues to Save You Time

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....

Comments & @Mentions Improve Internal Communication

Enjoy Working on Documents More with New File Previewer Enhancements

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...

Product Update: Mobile Document Interaction Enhancements

Get eSignatures Faster with Canopy Secure Links

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...