We released a feature update that has enhanced the billing dashboard, allows for automating invoices, and much more. See details here!
1 min read
In recent months, we've implemented many new features into Canopy's invoicing and payments function. We are now excited to announce the latest updates, namely recurring invoices, a billing dashboard update, and an accounts receivable aging report.
With so much on your to-do list as a tax professional, one of the last places you want things to slip through the cracks is your clients’ invoices. With the new recurring invoices feature in Canopy, you will be able to automatically invoice clients using custom schedules for the recurring services you offer.
With this update, you’ll have the flexibility to set your own start and end dates while customizing the frequency of when invoices get sent out—whether daily, weekly, monthly, or yearly. You will even have the freedom to create cadences of when you send your invoices with custom alteration (such as every two weeks or every three months), as well as set the day of the week or month. Canopy now allows you to take ownership of your practice and make the invoicing process as seamless as possible.
Recent enhancements to our billing dashboard make revenue analysis more visual, easy to interpret, and actionable. Track many metrics, including revenue, outstanding invoices, and overdue payments while having the ability to breakdown invoices by delinquency and view them individually.
One of the biggest stresses of any tax professional’s work includes dealing with unpaid invoices. Canopy will lighten that load with accounts receivable aging reports. This enhancement will help you understand and navigate overdue invoices so you can focus your efforts on your collection. Quickly see the highest unpaid invoices by delinquency and client. With this new feature you can see which customers are impacting your cash flow to arrange better payment terms or even sever ties.
Have more questions about the other great features Canopy offers? Sign up for a free demo and learn how Canopy can benefit your tax practice.
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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