Canopy

Name: Canopy
Rating: 9.5 (476 reviews)

Accounting Practice Software

Free

1.33.2for iPhone, iPad

9.5

476 Ratings

Canopy Tax

Developer

80.5 MB

Size

Apr 18, 2024

Update Date

Business

About Canopy

Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your tax practice from anywhere.

Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.

Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Scan documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.

Manage client tasks
Create new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes. Time tracking is also built into the app to track hours spent on projects.

Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.

About Canopy
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Firm Management. Each of our products automates busywork and connects your entire practice so you can focus on building your business.

What's New in the Latest Version 1.33.2

Last updated on Apr 18, 2024

Old Versions

Updates that fix a bug with subtask creation.

Version History

1.33.2

Apr 18, 2024

Updates that fix a bug with subtask creation.

1.33.1

Mar 19, 2024

Bug fixes and optimizations.

1.33.0

Mar 8, 2024

Task and client request creation from templates has been updated to fully-support automations. We also fixed a few bugs along the way.

1.32.4

Feb 9, 2024

Updates to the task filter groups and a few other bug fixes/optimizations.

1.32.3

Feb 6, 2024

Fixes a bug with client filter groups and a few other optimizations.

1.32.2

Nov 29, 2023

Bug fix with client owner assignment and other optimizations.

1.32.1

Nov 2, 2023

Fixed a bug when the title bar and nav would disappear after performing a client search.

1.32.0

Oct 24, 2023

Code optimizations to support resolution case updates. A few bug fixes along the way as well.

1.31.0

Oct 12, 2023

Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.

1.30.2

Sep 1, 2023

Bug fixes and optimizations.

1.30.1

Aug 24, 2023

A few small bug fixes. Hey, we're perfectionists.

1.30.0

Aug 22, 2023

We've been working hard to deliver a unified client list experience to match the web updates. And now, the client filter views you have created on the web appear in the app so you can find just the right client lists. Of course, we fixed a few bugs along the way as well.

1.29.2

Jul 31, 2023

Canopy Payments updates. A few bugs were squashed along the way.

1.29.1

Jul 20, 2023

Added Siri support for calling, texting or emailing clients. This can be set up in the Canopy app or using the Apple Shortcuts app. In addition, we updated the logic for creating tasks from templates with subtask/reminder assignees to be inline with the web. Other bugs were fixed along the way.

1.29.0

Jul 11, 2023

We have completed support for Teams and Roles throughout the app -- on clients and tasks, subtasks and requests. We also fixed a small issue with fillable PDF fields.

1.28.1

Jun 21, 2023

Some customers have been experiencing issues loading the task list. This release fixes those issues so tasks can again be viewed from the global task list. Thanks for your patience as we sorted this out. It was a tricky one. If tasks still don't load, please contact support@getcanopy.com for assistance.

1.28.0

Jun 12, 2023

You can now manage team/role assignments on the client record. And, when accepting client payments, we added the "Other" category when payments are received via other methods (e.g. Venmo, Paypal, etc.). You may also notice that the "Dashboard" button is just "Tasks" to reflect what they really are (and a little hint of what will be coming). A few bugs were squashed along the way.

1.27.0

May 17, 2023

Managing tasks on-the-go is an important part of your day. We have updated those forms to be cleaner and more functional – including support for new recurring task options. Other bug fixes and optimizations were also added.

1.26.0

Apr 24, 2023

Client payments can now be made on-the-go! If your firm uses Canopy Payments, you can process stored credit cards against outstanding client invoices, or apply manual cash or check payments (all time and billing customers). As always, we squashed a few bugs along the way.

1.25.0

Apr 5, 2023

Viewing invoices just got a huge makeover! Gone is the pinch/zoom experience and in its place, a new, clean invoice view that will set the stage for more great features that are coming soon to mobile! As always, we fixed a few bugs along the way too.

1.24.3

Feb 15, 2023

Updates to linking structure for an upcoming web release.

1.24.2

Jan 30, 2023

Added the completed by fields to tasks and the resent date to eSign requests. We also updated the document viewer library and made other optimizations and bug fixes along the way.

1.24.1

Dec 6, 2022

Bug fixes and optimizations.

1.24.0

Nov 10, 2022

In preparation for tax season, the mobile app now supports setting and viewing tax year and return type for tasks. We fixed a few other bugs along the way as well.

1.23.0

Nov 1, 2022

Now you can start a timer from the task dashboard. Just tap the plus button to begin. And, just like the web, you can now see signer details on outstanding eSign requests with the ability to remind them to sign. Of course, we fixed a few bugs along the way. We hope these updates give you the tools to better serve your clients.

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