Attend Canopy's First Look and get a sneak peek at the features coming to our platform in Q1 of 2022. Find out more information here.
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Lauren Miller is a content writer for Canopy.
Join us for Canopy's First Look Webinar on Tuesday, Jan. 25 at 1 p.m. EDT, where you'll hear about all the feature updates coming soon to Canopy's full suite of cloud services.
What? Canopy's First Look webinar will walk you through all of the new updates coming soon to our platform's practice management modules: Document Management, Client Management, Payments, Time & Billing, and Workflow. You'll hear from a few of our product managers about the exciting new features on the horizon and get a chance to ask any questions you may have during the live webinar.
Where? The First Look is an online webinar. You can register to attend here.
When? Tuesday Jan. 25, 2022 at 1 p.m. EDT
Although we'd love to see you there at the live online event, don't sweat it if you can't make it; we will send a recording of the webinar to all registrants. So, be sure to register to make sure you can access the recording of the First Look!
If you're looking to find feature updates already released to Canopy, be sure to check out our product updates blog here. Do you plan to attend the First Look webinar? Let us know in the comments below.
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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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