Securely Store and Manage Your Files
Canopy is the moat, the safe room, the vault—protecting all your files from bad actors.
Unlimited Storage
Canopy makes sure you always have enough easy-access storage—it’s like the world’s most organized and secure garage.
Easily Upload Files with a Secure Link
Keep document uploads quick and easy. Canopy allows stakeholders with the secure link to upload any documents to the system, no need to login through the client portal. Never run out of storage, never lose a document, and keep all your clients happy.
Client Portal
Canopy doesn’t just make accounting easier for you; we do the same for your clients—with the ability to easily upload files to Canopy via our user-friendly (and secure and customizable) client portal.
Document Security and Backup
You handle a lot of sensitive documents—both client and internal. At Canopy, we take it seriously to protect this data in transit and at rest. We utilize AWS servers and leverage their highly secure methods to protect that data that you store in Canopy. We also regularly back-up our database as an additional safeguard. Should you wish to backup any file, it’s easy to download and save it locally.
Intuitively Manage Files in the Cloud
Edit Local Files
Edit files and documents directly housed in the drive on your Windows computer with any third-party software that you use on your computer.
Sync with Canopy
Canopy’s Virtual Drive allows for users to move files in and out of the drive on a Windows computer and have those files sync to Canopy when properly connected to the internet.
Organized Folder Structure
Folders inside of the Virtual Drive mirror the same folder structure that exists in Canopy, helping keep files organized. Check out this blog about simplifying your file management with Canopy’s Virtual Drive.
DESKTOP ASSISTANT
Streamline File Upload and Interaction
Bridging the gap between Canopy and the other programs you use.
-
Print/Scan to Canopy
-
Migrate Files
-
Edit Files in Native Programs
