Feature Update: Quick, Easy Contact List Import
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Desktop assistant will enable you to select files from your computer and send them to a contact’s folder in Canopy.
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Canopy is starting out 2020 in a big way with the announcement of the new desktop assistant! Desktop assistant will enable you to select files from your computer and send them to a contact’s folder in Canopy. This effectively eliminates the need to navigate back and forth between local files and your Canopy account.
Let’s look at a few of the benefits that our new desktop assistant tool can bring to your tax practice.
Before desktop assistant, there were numerous steps required in order to upload a file to Canopy. Over the course of a work day, this process could get a little tedious. So, we set out to find a way to decrease the amount of work needed to upload files.
Thus the desktop assistant was born! Desktop assistant significantly reduces the steps for uploading a file to the Canopy platform. Desktop assistant utilizes your computer’s print driver functionality to “print” a file directly into Canopy. Take the 1040 example once again—all you have to do is locate the form, click print, and the form is automatically transferred to Canopy. It’s that simple.
Here at Canopy, we’ve worked hard to build a tool that provides the best user experience for our practitioners. The installation of desktop assistant is a breeze, and the workflow to upload files is intuitive for all levels of technological expertise. Simply locate your file, click print, and you’re on your way to your next task.
As a tax professional, you know that it’s all too easy to get complacent with the organization of client documents, especially during peak tax season. You might find yourself doing a million things at once, and you put off assigning that one form to a contact profile. Later, you have to hunt down that file, cutting into valuable time you could’ve been using to help clients.
With desktop assistant, it’s easy to organize files on your desktop without ever having to open the Canopy platform. When you print a document to Canopy, a window automatically prompts you to assign the document to a contact before it is uploaded. You can also organize files into folders as well as create new folders on the fly. Never let a file fall through the cracks again.
Desktop assistant brings a powerful, efficient, and intuitive file management solution to your tax practice. If you’re ready to take Canopy file management to the next level, click the link below to download and install the desktop assistant today.
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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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