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Feature Update: Client Portal Manager

We released feature updates that improve the overall experience using the client portal manager. Learn how here & see full details!

1 min read

Mitch Larson

Mitch Larson

There is a lot to keep track of when managing your tax practice. Inherently, there are a lot of complex moving pieces, especially when interacting and working with clients. With Canopy’s newest updates to the Client Portal, however, things just a got a whole lot easier for your firm.

The Client Portal Manager allows for a much more efficient process for practitioners to onboard new users and manage access to the client portal. It also gives you the ability to manage and monitor client information and activity as well. Let’s take a closer look at the benefits of the new updates.

Updated portal organization

In the Client Portal Manager, you can now quickly see which contacts have access to your portal and which ones do not. You can quickly manage user access and invitations to the portal in addition to resending or revoking those invitations.

client portal manager menu screen in canopy tax preparation softwareEfficient onboarding of new clients

One hassle many professionals face when managing their tax practice is trying to efficiently onboard new clients. Canopy alleviates this burden by allowing you to send invitations to the Client Portal in bulk to multiple users at once.

Easy access to view client usage and activity

The Client Portal Manager now allows easier access to client information and gives you the ability to monitor user activity on the software. You can quickly see usage and login information from users, including when they last logged in. This also includes being able to know whether clients have even created an account as well as viewing their number of logins and web sessions. With Canopy, you can manage your clients intelligently and understand their behaviors when using the software.

Get more done

Don’t spend your time on things that don’t matter. Enjoy the ease of having one place to manage all of your clients. Canopy’s Client Portal Manager allow you to get more done in less time, making your firm more profitable.

Are you interested in learning about new ways to save more time at your professional tax practice? Sign up for a free demo with one of our product specialists.

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96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    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.

  • CHRIS T.

    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.

  • Bernadette S.

    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.

  • Mark B.

    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.

  • Antonietta C.

    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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