Introducing the new Canopy integration with Quickbooks Online where you can sync contacts, service items, invoices and payments — all in one place.
1 min read
For our customers who use Quickbooks Online, we know it can sometimes be a hassle to constantly switch between programs to do your job. But now it's time to say goodbye to these issues! Introducing the new Canopy integration with Quickbooks Online where you can sync contacts, service items, invoices and payments — all in one place. By integrating your Canopy account with Quickbooks Online you will see any contact updates made in Canopy automatically flow through Quickbooks.
Check out the video below to learn even more about this exciting new update, or click this link. Be sure to subscribe to our blog newsletter to get the latest product updates and stay in the know about industry trends.
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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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