SECURELY SHARE, GATHER, & ESIGN
Secure Links
Share secure, single-use links with clients and stakeholders for easy and quick access.
You don't have to sacrifice security to work more efficiently.
Provide secure, login-free access to Canopy tasks via single-use links.
Improved Efficiency and Productivity
Document sharing, eSigning, and uploading shouldn’t be a pain. Canopy makes it easier, so you can focus on the parts of your business that need your attention the most.
Streamlined Client Interactions
Secure links offer seamless access to view, sign, or upload documents without portal logins (aka: the eternal client username/password retrieval cycle), saving time and making it easy for clients and stakeholders alike.
Enhanced Security for Sensitive Info
Secure links use 256-bit encryption and expire based on predetermined timeframes to protect sensitive information from unauthorized access.
Secure Links
Effortlessly share, upload files, and collect eSignatures from clients and stakeholders without the hassle of logging into a portal.
Share Files with a Secure Link
Quickly and easily share (or reshare) files with clients and important stakeholders (bookkeepers, lawyers, etc.) through a secure link that includes an expiration time—all without needing to log into the portal.
Upload Files with a Secure Link
Gather important or required documents from clients and stakeholders quickly with a secure link—no need for them to log into the client portal.
Send eSignatures with a Secure Link
Idiot-proof drag-and-drop functionality lets you move eSignature fields from one Canopy file to another that you can then send to clients (via our Client Portal) for their signature(s). This also works when you need a KBA eSignature.
Send Engagements & Proposals with a Secure Link
Engagement letters sent through Canopy are delivered via a secure link. This allows for a secure, simple process for prospects to become clients by agreeing to rates, terms, services, etc. without having to log in.
SECURITY
Just how secure are they?
Canopy ensures your data’s safety with advanced encryption and smart usage guidelines. Canopy’s secure links feature 256-bit encryption, far exceeding industry standards for security. These links, crafted with a unique 52-character string, significantly minimize the risk of unauthorized access (actual odds? One in 1.6X10^92).
Users can otherwise increase security with good user practices: using secure networks, enabling multi-factor authentication, and avoiding forwarding these links.
Ready to get started?
Frequently Asked Questions
Can’t find the answer you're looking for? Reach out to our support team.
Secure links are a feature that allows Canopy users to share, upload, and sign documents securely without the need for recipients to log into a portal. A link is sent directly to a client or stakeholder that you determine. These links are generated with 256-bit encryption, ensuring a high level of security and each link is unique and expires after a set period, enhancing data protection and privacy.