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: To further customize the experience your clients have when logging into their Client Portal, you can choose whether to display their legal name or the display name...
What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy.
Send tax organizers in bulk What’s new: Say goodbye to sending tax organizers to clients one by one—a tedious process no one has time for. Introducing Canopy’s bulk-send...
We’re excited to share some of our recent features and updates that were In the 1.14.1 release for iOS and Android. These will help you more easily run your business and your...
Add Labels & Folders to Global Inbox: What’s new: Canopy’s Global Inbox already brought all of your email into Canopy, meaning you didn’t have to jump between Canopy and your...
Mobile enhancements What’s new: A key feature of the Canopy platform is the ability for accounting firms to access it via phone or tablet. The latest version of our practitioner...
Mac Support for Desktop Assistant What’s new: Canopy has had a popular desktop assistant for Windows users for some time. Now we’ve added Mac support as well!
Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...
For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...
We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...
Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...
We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features.
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