Whether it’s on Zoom, Google Meets, Slack or any other video-chatting platform, it’s important to be professional when meeting remotely with your clients.
1 min read
Lauren Miller is a content writer for Canopy.
Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five tips to help you look your best and stay professional when meeting with clients online.
In 2020 alone, Zoom was downloaded more than 485 million times and used for more than 45 billion minutes of webinars. In today’s business world, people expect flexibility and that includes offering an options to meet remotely. The next time you have a virtual meeting with a client or colleague, utilize these simple tips and make it a success.
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4 min read
4 min read
Katie Tolin is president of CPA Growth Guides where she helps firms and other businesses in the accounting industry connect the dots between strategy and action to ensure they receive a positive ROI for their growth efforts.
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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