Canopy 2026.6.5 - App Store

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About Canopy

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to...

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand. Stay in touch with clients Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go. Take files anywhere Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go. Manage your work Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients-all from your fingertips. Get paid faster Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split. Security built for mobile Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly. About Canopy Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform-the foundation of everything-Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.

Version History We're prepping something big for those using the (beta) Canopy Notetaker to allow in-person meetings to be recorded and transcribed. We have also fixed a few bugs along the way. 2026.6.5 5d ago Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 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. 2026.5.3 May 20 Meeting notes are now available on the client details for customers who are on our latest CRM version. 2026.5.2 May 12 Updated Inbox list views for client comments and meeting notes. We're also switching to new build versions to support our AI development model. 2026.5.1 May 5 Support for upcoming client messaging and meeting notetaker functionality. 2.25.4 Apr 29 Foundations of upcoming client messaging functionality and meeting notetaker. We also fixed some bugs along the way. 2.25.2 Apr 22 Bug fixes and optimizations 2.25.1 Apr 11 Messaging infrastructure for upcoming releases. Of course, we tackled a few bugs and optimizations along the way. 2.25.0 Apr 7 Locked time updates and a few other optimizations. 2.24.1 Mar 28 We’re setting up the app for future features by adding the Inbox for Task Comments. More messaging functions will come soon, so be on the look out for future updates. We fixed some bugs along the way too! 2.24.0 Mar 25 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. 2.23.0 Mar 6 Add a folder while uploading a file into Canopy from other apps. 2.22.1 Mar 4 Support for upcoming billing functionality and some bug fixes with the task dashboard for customers using our legacy CRM. 2.22.0 Feb 28 Document Checklists are now using our mobile-native experience and we made updates to notifications when items are no longer available. 2.21.1 Feb 23 Several updates to tasks, including task tags, budgets and more. We're here for you this tax season! 2.21.0 Feb 17 Bug fixes and optimizations. 2.20.1 Jan 31 Updated messaging system for added scalability. 2.20.0 Jan 23 Updated the app interface and design for a unified look-and-feel. 2.19.0 Jan 12 Updated payment flows that honor to your firm's payment methods offered when making payments on behalf of your clients. 2.18.0 12/15/2025 We released the UX updates prematurely. Give us a few weeks to refine the experience. 2.17.2 11/25/2025

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Previous Versions

Here you can find the changelog of Canopy since it was posted on our website on 2021-12-15 20:15:40. The latest version is 2026.6.5 and it was updated on 2026-06-29 11:57:50. See below the changes in each version.

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