We released a feature update that will save you valuable time on drafting emails through the use of templates. Learn how it works!
1 min read
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.
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.
The email templates are completely customizable, and you can change them on the fly for unique situations if you need to.
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.”
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.
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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