Attention Canopy customers! We're impressed with how you’ve tackled recent challenges and innovated your firms. Now, we want to give credit where it's due.
1 min read
Attention Canopy customers! We're so impressed with what we’ve been hearing about how you’ve tackled recent challenges head-on, innovating every step of the way. Now it’s time to give credit where credit is due.
This award spotlights accounting firms that are driving the industry into the future. Did you dip your toes into CAS services? Have you been able to find a niche audience that’s exploded your growth? Did using the cloud allow you to expand into new and exciting work environments?
Let us know a little bit about how you’ve been able to innovate and adapt over the past year (and how Canopy was a part of those efforts) to win.
Canopy customers interested in applying can simply click here to fill out a quick survey sharing what you’ve done by Sept 3, 2021.
If you are not a Canopy customer, we'd still love to see you at the 2021 Innovation Summit. Click here to register for the free event, where you'll hear from experts about the latest trends in the industry. You can even earn CPE by attending!
Three finalists will be selected on Sept 10, 2021.
First place award:
Second place award:
Third place award:
Sounds pretty awesome, right? If you're a Canopy customer and interested in winning, be sure to apply before Sept. 3, 2021.
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Lauren Miller is a content writer for Canopy.
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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