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Aug 3, 2017 3 min read

Feature Update: Spend Less Time on Email by Using Templates

We released a feature update that will save you valuable time on drafting emails through the use of templates. Learn how it works!

Feature Update: Spend Less Time on Email by Using Templates

Here at Canopy, we know email can often get in the way of doing more meaningful work. In fact, the average professional spends 28 percent of the workweek reading and answering email. Because of this time-sink nature, we’ve made an initiative to help tax pros spend less time on email and more time on casework that requires your expertise. As part of that initiative, we’re happy to introduce our newest feature update: email templates. Paired with our bulk email feature, you’ll spend less time managing email than ever before.

How It Works

Say goodbye to typing up the same emails every week, month, or quarter that you send to specific clients. Whether you re-write the same email at regular intervals; routinely copy and paste text for an email from an outside document; or get slowed down by the tedium of replacing client names and info into otherwise identical emails, our email template feature will save you a ton of time.

If there’s a certain email you find yourself sending frequently, you can save it as a template and never have to copy and paste it again. You also won’t ever have to replace and change client names. Instead, within an email template, you can add a client attribute, (such as “client first name”) and Canopy will pull the corresponding info for the recipient client each time the email is sent.


email templates

The email templates are completely customizable, and you can change them on the fly for unique situations if you need to.

When To Use It

Email templates are ideal for tax pros who regularly have to notify their clients of recurring deadlines for services such as bookkeeping, payroll, sales tax, etc. Writing these same emails every week, month, or quarter takes time. Since the content of these types of emails generally doesn’t have to be changed, there’s no reason to re-draft them each time. Now you can simply save them as a template, select the group of clients you want to send them to, and Canopy does the rest.

Templates are also helpful when you want to send an update email to your clients about changes to the tax code. The core body of the email will stay the same, and you’ll only have to revise the specificities of the actual code changes.

You can also use templates for sending one-off emails that can be answered with a canned response. For example, for client inquiries, you can send a template that says something along the lines of, “Thank you for the inquiry. I’ll review it and get back to you as soon as possible.”

email templates

Our email templates feature is flexible so that you can manage your own experience and make it what you need it to be.

Want more tips for how to cut down on weekly email time? Check out Your Easy, Two-Step Plan to Spend Less Time on Email.



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