Feature Update: Save Time with Task Templates
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We released a feature update that allows multiple calendars to be synced together, improving efficiency, organization, and transparency. Learn how here!
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Coordinating the schedules of every team member and all your clients can feel like an impossible task at times. But with Canopy’s newest Practice Management update, you’ll be able to connect your calendar, manage events, and see upcoming tasks so you can keep everyone on the same page and perfectly prioritize your day. Here’s a closer look at Canopy’s Calendar update.
Once you’ve connected your Google account, you can import existing events, and continue to sync in real time, so your events are the same across the board—no matter which calendar you work in.
You’ll also be able to see a full view of your calendar, events, and outstanding tasks in one place so that you know exactly what you need to focus on each day. On a task level you can see statuses, identify overdue items, and update progress directly in calendar.
Lastly, not only can you synchronize your own calendar, you can also see other team calendars you’ve subscribed to to get a complete view of team availability and easily schedule meetings.
Interested in seeing how the Calendar update works? Sign up for a demo here.
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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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