Canopy2026.10.2 - App Store

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 Bug fixes and optimizations 2026.10.2 6d ago Bug fixes and optimizations 2026.10.1 Oct 6 Bug fixes and optimizations 2026.9.4 Sep 29 Bug fixes and optimizations 2026.9.3 Sep 22 Updated task list views are cleaner, snappier and more responsive. We also added new features to share meeting recordings and fixed a few bugs along the way. 2026.9.1 Sep 10 Bug fixes and optimizations 2026.8.5 Sep 1 Bug fixes and optimizations 2026.8.4 Aug 25 You can now view client engagements from the client details. Navigate to any client and you'll see the details of all their engagements. 2026.8.3 Aug 20 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 16 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 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 Jun 24 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