We are thrilled to announce an updated Canopy user interface is here!
2 min read
Over the last five months, we’ve been working hard to bring you an improved experience, and we are thrilled to announce an updated Canopy user interface is here! In approaching this redesign, we had three goals in mind:
1. Make Canopy more intuitive to learn.
2. Improve the organization of content for quicker navigation.
3. Optimize the screen space to help you work more efficiently.
We’ve surveyed more than one thousand users like you, and based on user testing we’re confident these changes will increase your firm’s efficiency across the board. User testing indicated:
Throughout the new user interface, you’ll notice a new logo, high contrasting colors, and an updated font. These changes were made to improve the legibility and scannability of the app.
We’ve also added a primary navigation bar on the left side of the screen to give you more space to work. Plus, we grouped everything on the navigation bar together to better match your workflow and limit unnecessary mouse movement.
The task menu now houses all of your tasks, tax resolution engagements, notices, and organizers.
We also moved templates. Now you’ll have quick access to build and edit templates at any time. You'll also notice that help center documentation and customer support access have been added to your profile settings.
A note on the new logo
Today, we are revealing our new brand identity, as well as a new look for our website, and IOS and Android mobile apps. Our new identity is centered around the idea of quantifiable change. To represent this, we have replaced our C icon with our new official delta mark. We are committed to adding quantifiable change to your firm and your clients by continually adding to and improving the Canopy experience.
We’re confident you’ll find this new design helpful in completing your work more efficiently; empowering you to provide your best possible work in the quickest possible time. As always, our customer support team is ready and willing to help answer any questions you may have.
Want to see these updates to Canopy for yourself? Try Canopy free for up to 20 contacts.
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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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