For this user story, we chat with America's Choice Bookkeeping about how Canopy's client portal makes it possible to work with clients all over the country.
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Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time zone, that task takes on a whole new level of complexity. We spoke with Robert Azar of America’s Choice Bookkeeping and Tax Services about how Canopy allows him to easily manage clients and paperwork no matter where the clients live, and why his clients love using Canopy’s portal.
I’m using Canopy as my main tool to work with clients from all over the United States. Since we have a national client base, our clients can’t just swing by and drop off a copy of their W2s. So, we had to find a way to transfer files conveniently and securely. Attaching files to an email is a big no-no—convenient but not secure. So the obvious answer is a client portal.
Of course, there are lots of other client portals out there, but they’re not very user-friendly. I’ve got over 400 clients using the portal, so I need one that’s user-friendly. The one we tried before Canopy was an absolute disaster.
That’s not the case with Canopy. Not only is it easy to use on my end, but I get great feedback from my clients. They love it.
It’s the primary way we keep in contact with our clients. It’s simple for them to sign up and upload all the documents we need to the portal. It’s also easy for them to review the final documents we prepare for them—a tax return or financial statement or whatever we’re doing for the client. It’s also a convenient place to store these sensitive documents so that the client has easy access to them forever.
Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there. Of course, there’s no other good way for us to exchange documents with national clients, but even our local clients love the portal. They have busy lives. Canopy makes it so that they don’t even have to come by the office. They can just upload their documents from their home computer, quick and easy.
Robert brings over 35 years’ experience on working with and helping small to medium sized businesses with their accounting and tax needs. He’s made a career out of teaching CPA’s and Accountants all over the US how to market to and work with small business clients.
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Lauren Miller is a content writer for Canopy.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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