We released a new feature that makes managing communication with clients more efficient and simple. Learn how implement these updates in your own practice!
1 min read
Keeping track of your communications with clients is hard. Email is the go-to option for most tax pros, despite its drawbacks. Email is difficult to keep organized, makes collaboration needlessly complicated, and offers a near-constant source of distractions that keep you from working efficiently.
Lucky for you, we built Communications, our new email integration feature, to combat those exact problems.
When was the last time you took the time to organize your email inbox? There’s probably a great deal of useful information buried somewhere in there, but it doesn’t do you much good if it’s impossible to find.
With Communications, sifting through dozens of unconnected conversations is a thing of the past. Once you’ve connected your email account and imported your contacts, Canopy does all the work of organizing conversations and attaching them to the right client profiles.
Organizing all your communications with a client into one spot is nice, but clients often communicate with more than one person over the course of their engagement, usually in a series of email threads. Keeping everyone on the same page used to require a combination of BCC’s and copy-and-pasting from other people’s emails.
Communications makes all that unnecessary. All communications between your practice and the client are included in that client’s communications tab, regardless of which employee sent the email. That way everyone involved with the case can see the latest details of the case at a glance.
When you log into Canopy, you’re there to work. The last thing you need is another email inbox full of junk mail and weekly family updates from Great Aunt Agnes.
Communications lets you focus by filtering out all the emails that aren’t between you and client. What’s left is a centralized, contact-specific location where you can work without all the distractions.
Want to see the other features we’ve been working on? Head on over to our blog for feature updates and more, and see how Canopy can help take your practice to a whole new level of efficiency.
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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