Accounting November 11, 2025
Canopy has introduced a customer community to help accountants connect, share ideas, and solve real-world challenges together, the South Jordan, UT-based company announced on Nov. 11.
Firm Management October 16, 2025
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Technology September 16, 2025
This new feature uses artificial intelligence to create unique request lists for each client in seconds—reducing the time it takes for accounting firms to gather tax documents and information.
Technology July 22, 2025
Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow.
Accounting April 23, 2025
Canopy has announced a $70 million Series C funding round. Viking Global Investors, a global investment firm with over $51 billion in capital under management–led the round.