Here's a recap of Canopy's First Look just incase you missed it!
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Here at Canopy, we love getting feedback from our users and making our product even better! Every quarter, we host a First Look webinar, where you can see all the new features available on our software and get a sneak peek at what’s being released in the coming weeks and months. If you weren’t able to make it to this week’s First Look live, don’t worry, we have all the information you need right here. Plus, if you want to watch the webinar, where you can hear from our Chief of Product Larry Furr and see demos of new features, you can watch the recording of the webinar here.
If you’re looking for the cliff notes version, keep reading.
Client Portal 2.0
QuickBooks Online integration
We’ve been working hard to improve your experience using our knowledge base and recently launched a new platform. As you can see, the site is a lot cleaner and more attractive. But we also implemented some great new features to improve usability.
Improved Date Functionality
Coming soon: Filter views
Coming Soon: Workflow Automation
Coming soon: Mobile task dashboards
We hope you love all the new updates available now and look forward to the many more coming your way soon! If you have any questions, or would like more details on the updates, please feel free to watch the recording of our First Look webinar, where our product team answers questions from users and goes over the new features in detail. Happy Canopy-ing!
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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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