With email signature enhancements and custom background images, Canopy has added to its personalization features to further customize your firm’s brand image.
1 min read
Canopy’s latest enhancements—specifically email signature and custom background images—give you added ability to personalize your firm’s branding and image. You will now be able to make further customizations to improve communication between you and your clients.
This latest update, available to all Practice Management users, includes the ability to upload your firm’s logo or any other desired image to your email signature for a more professional look.
With the latest updates to custom branding, users can now upload their own image to the background of their client portal login. With full freedom to choose an image, you can further enhance your client’s experience when navigating Canopy, improving your brand image at all touchpoints. This extra level of customization will help your clients know that they are in the right place when logging into your portal. In turn, you will be confident knowing that your clients are having a quality user interaction.
The custom branding capabilities that Canopy provides allow your firm to consistently communicate a unified voice and brand across all employees and clients. You can polish your firm’s professional image to grow your practice and build the trust of current clients. With all that Canopy’s custom branding has to offer, you can familiarize clients with your brand and give them the assurance of knowing that they are in the right place when interacting with you and Canopy.
Interested in learning more about Canopy’s other Practice Management features? Sign up for a demo here and see them for yourself.
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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