ACCOUNTING WORKFLOW TEMPLATES
Canopy Templates
Operate like an industry-leading firm from Day 1. Choose from 100+ accounting, bookkeeping, and tax-specific templates (with automations) in Canopy.
Stop reinventing the wheel, er, email/project/service.
Save time, define, and refine your firm's processes with a little help from your friends
Firm-Wide Cheat Codes
Start with refined workflows from Day One with Canopy. Accounting, bookkeeping, and CPA templates help your firm set up and maintain best practices.
Uniformity and Professionalism
Make hiring and training a breeze by clearly outlining repeatable processes. You no longer need to worry that something’s being forgotten.
Deliver on Your Brand
Build a reputation of consistency. From team-wide updates to pre-drafted emails that update clients, Canopy’s Workflow Automations ensure that every client gets the same thoughtful experience.
Free Template Library
Get 100+ best practice templates and automations with Canopy. Don't see one that fits your firm's goals? You can always build your own.
Workflow Templates
Create a project with associated tasks, use roles for assignments, add automations, create recurrences when needed and watch your firm complete work quickly and consistently.
Email Templates
Write key emails, like updating a client on the status of their tax return, that can be used ad-hoc or built into task templates.
Engagement Templates
Stop creating a new proposal for every new client. Create engagement item templates for every service proposed to a new client. Whoever is given permission can build an accurate proposal in minutes and once accepted, tasks are automatically created.
Custom Templates
File folders, letters, client records, notices. Your firm’s template needs might be endless. With Canopy, you not only have access to pre-made templates, but your team can also build any template you need.
“I love the project management aspect and all of the templates. Recurring tasks and notifications. Email capability.”
“Bringing Canopy into our organization was easy, with individualized invitations on a mass e-mail template sent out to Clients old and new! I wanted a product that could not be hacked via social engineering of the employees of the product. Canopy fulfils this role beautifully!”