2026.8.5
2026-09-01
Bug fixes and optimizations
2026.7.4
2026-07-28
Bug fixes and optimizations
2026.7.1
2026-07-07
Bug fixes and optimizations
2026.6.6
2026-06-30
Bug fixes and optimizations
2026.6.2
2026-06-03
Bug fixes and optimizations
2026.6.1
2026-06-02
Bug fixes and optimizations
2026.5.3
2026-05-20
Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way.
2026.5.1
2026-05-05
Updated Inbox list views for client comments and meeting notes. We're also switching to new build versions to support our AI development model.
2.25.2
2026-04-22
Foundations of upcoming client messaging functionality and meeting notetaker. We also fixed some bugs along the way.
2.25.1
2026-04-11
Bug fixes and optimizations
2.25.0
2026-04-07
Messaging infrastructure for upcoming releases. Of course, we tackled a few bugs and optimizations along the way.
2.24.1
2026-03-28
Locked time updates and a few other optimizations.
2.23.0
2026-03-06
You can now schedule client payments up to 90 days in the future using their saved payment methods. We also fixed a bug with the task tashboard.
2.22.1
2026-03-04
Add a folder while uploading a file into Canopy from other apps.
2.22.0
2026-02-28
Support for upcoming billing functionality and some bug fixes with the task dashboard for customers using our legacy CRM.
2.21.1
2026-02-23
Document Checklists are now using our mobile-native experience and we made updates to notifications when items are no longer available.
2.21.0
2026-02-17
Several updates to tasks, including task tags, budgets and more. We're here for you this tax season!
2.20.1
2026-01-31
Bug fixes and optimizations.
2.20.0
2026-01-23
Updated messaging system for added scalability.
2.19.0
2026-01-12
Updated the app interface and design for a unified look-and-feel.
2.18.0
2025-12-15
Updated payment flows that honor to your firm's payment methods offered when making payments on behalf of your clients.
2.17.2
2025-11-25
We released the UX updates prematurely. Give us a few weeks to refine the experience.
2.17.0
2025-11-03
Updated file and folder sharing for customers on our latest CRM platform. And, we fixed some bugs along the way.
2.15.3
2025-10-29
Email links to new comments will now resolve in the app.
2.15.2
2025-10-08
Bug fixes and optimizations.
2.15.1
2025-09-24
Optimizations and bug fixes.
2.13.1
2025-08-21
Updated payments logic. And, we fixed a few bugs along the way.
2.13.0
2025-08-11
Task comments just got even better. You can now add files, set reminders and manage participants. We also added a quick way to view unread comments and get back to the latest ones.
2.11.2
2025-07-15
Optimizations and bug fixes.
2.10.1
2025-06-09
You can now manage task checklist items and create checklists in the app. We also updated our MFA security to support upcoming features. A few bugs were fixed on the way.
2.7.4
2025-03-27
Updates to time entries to support locking of saved time -- a feature that will be available soon (stay tuned for that official announcement).
2.7.3
2025-03-20
Updated logic for completing a parent task with incomplete subtasks as well as improved support for client list groups.
2.7.1
2025-03-03
A couple of small updates for efficiency. You can now easily navigate to the client details while viewing a task from the dashboard. In addition, the internal invoice description will now be shown on the invoice details. We also made some updates to timers ahead of a web release where you can require fields on saved time.
2.5.3
2025-01-29
Bug fixes and optimizations
2.5.2
2025-01-15
Fixed some file searching bugs in global client files and when importing files from other apps in to Canopy.
2.5.0
2024-12-19
To add security to your Canopy account, you can now configure your Multi-factor Authentication settings within the app. You'll only need it in the mobile app if you log out completely, but it's now easier to set up and use for the web client portal. Email remains default, but we encourage you to set up SMS or Authenticator App verification if you haven't already.
2.4.0
2024-12-12
We've added a new dynamic link structure to help ensure you are routed to the right place from emails and push notifications. We also fixed a few bugs along the way.
2.3.0
2024-11-25
New customers will now notice that you can create new contacts and add them to clients. Other than that, we have also fixed a few bugs and optimized the app for improved performance overall.
2.2.2
2024-11-12
Added service items to active timers and engagement selection to tasks and task filters. We also fixed a few bugs and made other optimizations.
2.2.1
2024-11-04
Standardized tax return type field, added support for CRM migration and fixed a few other small bugs.
2.1.3
2024-10-08
Sharing files to Canopy now works with iOS 18 or newer.
2.1.1
2024-08-28
Bug fixes and optimizations.
2.0.0
2024-07-29
Significant core updates have been made ahead of upcoming features and enhancements to the entire Canopy platform. You may notice new menus and layouts for now, but more updates are coming. Of course, we fixed some bugs along the way as well.
1.33.3
2024-05-20
Updated app feedback experience and other performance updates.
1.31.0
2023-10-12
Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.
1.30.2
2023-09-01
Bug fixes and optimizations.
1.29.2
2023-07-31
Canopy Payments updates. A few bugs were squashed along the way.
1.29.0
2023-07-11
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
2023-06-21
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
2023-06-12
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
2023-05-17
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
2023-04-24
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
2023-04-05
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
2023-02-15
Updates to linking structure for an upcoming web release.
1.19.0
2022-07-21
Viewing files is the most used feature in our apps. Documents are often the source of truth. Because of this, we're bringing file viewing functionality from the web to the apps, creating standardization and flexibility. This will also lay the groundwork for upcoming document collaboration features. We also fixed a few bugs along the way.
1.18.0
2022-06-13
Hot off the updates to the client task list, we're excited to release the all-new mobile task dashboard. You will enjoy a more intuitive and clean look to better understand and manage your work. We also fixed a few bugs along the way.
1.17.0
2022-05-09
Managing your tasks on-the-go just got easier. You will now clearly see the current status and priority of each task in the client task list. In addition, you'll see profile pictures for assignees. All of these changes will allow you to better see and understand each task at-a-glance, giving you the information you need FASTER. Look for similar updates to the task dashboard in a subsequent release. We fixed a few bugs along the way.
1.16.1
2022-04-09
Fixed a bug with calculated dates that could appear in task filter groups.
1.15.1
2022-02-26
Updates to PDF viewing and a few small bug fixes.
1.14.3
2022-01-20
Cleaned up the fillable PDF experience when viewing documents within folders, cleaned up authentication and tackled a few other minor bugs.
1.14.1
2022-01-13
Fillable PDF documents can now be viewed and edited throughout the app. In addition, we optimized the task dashboard further as well as made improvements to push notifications. A few bugs were also fixed along the way.
1.13.0
2021-10-07
Our first version of task dashboards is now available! Now, you can easily see all tasks assigned to you on-the-go, right from the app. In addition, you can create tasks or client requests from the dashboard instead of navigating to the client record. You can even create tasks for yourself.
Of course, your task filters on the web will be available to quickly see tasks that matter to you. And, we fixed a few bugs along the way.
As part of this release, we are targeting iOS 13+, so some older devices will no longer be supported. This change offers increased security and improved functionality. Older devices will still be able to use the prior versions of the app.
1.12.5
2021-07-30
Fixes some bugs related to push notifications.
1.9.2
2020-10-07
Bug fixes with date picker and other optimizations.
1.8.0
2020-08-06
Now you can add or edit client tasks on-the-go. Simply tap the add icon to create a new task, or navigate to a task to create a subtask. It's a simple and straightforward to keep you organized while you're away from your desk. And, of course we have also squashed a few bugs along the way.
1.6.1
2020-05-10
Canopy has a new logo mark, so the app has been updated with a new icon, colors and fonts. You'll notice a universal add button on the client record to create a file or note from anywhere. We have also fixed a few bugs along the way.
1.4.3
2020-03-20
You can now pull to refresh the contact details and connections. Also, we did a few bug fixes and enhancements to make the app even better.
1.4.2
2020-03-02
We've fixed some bugs and optimized some screens for a cleaner experience.
1.4.0
2020-02-13
We've added document scanning to easily create multi-page PDF documents by using your camera. And, we squashed a few bugs along the way.
1.3.4
2020-01-28
Bug fixes and optimizations.
1.3.3
2019-12-19
Bug fixes and optimizations.
1.3.2
2019-10-02
Bug fixes and optimizations.
1.3.1
2019-09-30
We added virus scanning for all newly-added files and fixed a number of bugs.
1.3.0
2019-08-09
Client Portal Invites: Clients can now be invited to the Client Portal from Canopy's mobile app. Additionally, you can opt to share files with them.
Recent Contacts: The 10 most recent contacts now display on the search screen for easy access.
Optimizations: Refreshing the client list is faster and more robust for large contact lists.
1.2.4
2019-07-25
Bug fixes and optimizations.
1.2.3
2019-07-24
You can now view and edit custom fields that have been added to your contacts. Additionally, the app now supports Caller ID function to know when your clients call or text. Instructions are provided to enable it. We also fixed a few bugs.
1.2.2
2019-07-03
Bug fixes and optimizations.
1.2.1
2019-06-27
Bug fixes and optimizations.
1.2.0
2019-06-14
ADD PHOTOS AND FILES
Use your camera to take a photo of a document. Alternatively, add files or photos from your device.
IMPORT FILES FROM OTHER APPS
Share a file to Canopy from any other app (text messages, email, file storage, etc.).
MANAGE FILES AND FOLDERS
Create folders, re-name folders or files, and organize files in the app.
1.1.1
2019-05-08
New landscape document view, improved contact list retrieval and filtering as well as a few bug fixes and optimizations.
1.1.0
2019-04-29
This release adds Client Notes and several bug fixes and optimizations.