July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobile.
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July was full of exciting enhancements and updates for Canopy, including more features for Tax Prep, Practice Management, and Mobile. Check out the video below or continue reading for a brief summary.
Tax Prep notification enhancements
Canopy now allows you to be notified of various tax return updates and other tasks that your team members are assigned to. Canopy users will also be notified via email when clients have completed the signature process.
Custom fields update
Recent updates to custom fields now allow users to select and create their own fields in Canopy during the contact import process. This allows you and your team to customize Canopy to best fit your needs and preferences. Canopy Mobile also allows you to view and edit these custom fields that have been added to imported contacts.
In addition, Mobile now supports most third-party call and text apps for Android users. For iOS users, Canopy now supports a caller ID function to help you know which contacts are reaching out to you.
If these updates excite you, there is much more to come in the near future. Stay tuned for next month’s product highlight where we’ll discuss more important updates to Canopy. For now, you can sign up for a demo of Canopy to learn more.
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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