Feature Update: Improved Client Portal Functionality
1 min read
Canopy’s mobile app gives you a new way to run your practice. Whether you’re at your desk or on-the-go, you can manage your work at any time, day or night.
1 min read
As a tax professional, you have a busy life. Canopy’s mobile app is designed to enhance and complement the work you perform at your desk. By supporting periods away from your computer, you can be flexible and manage critical requests as they arise, wherever you are. Let’s take a look.
Whether you’re at your desk or on-the-go, Canopy’s mobile app will get you up to speed on important client relationships. You can communicate over native apps on your phone, including phone calls, SMS messenger, and multiple email apps.
You will also be able to manage relationships on the fly as the Canopy mobile app gives you access to client information anytime you need. The app allows you to view primary contact information, manage files, capture key details, add new contacts, and modify records.
In order for you to run an efficient and organized tax practice, there are a lot of important files and documents you need to manage. With Canopy, now you don’t have to be at your office desk to respond to client and IRS requests. You have full access to all of your personal, team, and client files directly from your phone.
Canopy also gives you the ability to review, share, and transfer files to multiple cloud-based document management tools. With Canopy’s mobile access to files, you can be prepared for any client or IRS call.
Security and privacy are more important for your clients now than they ever have been. You can keep a sound peace-of-mind knowing that with Canopy’s mobile app, your data is protected. Canopy will keep your and your client’s information safe with powerful security that doesn’t sacrifice on convenience.
With Canopy, you can enable passcodes, Face or Touch ID, and two-factor authentication. You will also have the ability to manage devices and revoke access if a device is lost or stolen. By using effective and powerful encryption methods, Canopy is devoted to helping keep you and your clients safe.
We know your work never seems to slow down. Canopy’s mobile app allows you to be more flexible with when and where you get work done so you aren’t confined to just your office. With a greater ability to stay connected to your clients, manage important files, and trust your security, Canopy helps you get stuff done as productively and timely as possible.
Canopy's mobile app is compatible with both iOS and Android. You can find it on both Apple iTunes and Google Play stores.
See press release here
Explore more of our recent Articles, User Stories, and Ebooks.
1 min read
1 min read
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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.
Leave a comment!