New Feature: Client Organizer

Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one place.

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It’s only been a few weeks since our last update, but we’re back with yet another new feature to help you provide an unrivaled filing experience to your clients this tax season! Introducing Canopy’s client organizer—a seamless and intuitive way to collect important tax information and forms all in one place. Let’s talk about a few of the benefits that the client organizer can afford to your tax practice.

Organize client tax information with ease

Gathering tax information from your client—especially when you are dealing with dozens or perhaps hundreds of clients at one time—can be a real headache. That’s why we designed the client organizer to be a simple yet powerful remedy for helping you keep all client details and documents in line.

The client organizer is a one-step process that automatically generates tax questions based on the form you wish to file. You can also attach any relevant documents or files directly to the organizer for easy access. Lastly, the Organizers dashboard view lets you see the status of all active organizers so you never fall behind.

Seamless filing experience for your clients

Sometimes, it’s easier for everyone if the client is given the chance to fill out their own information on a tax form. With Canopy’s client organizer, clients are able to provide you with the necessary pieces for tax filing in one place, all without an in-person visit or ever sending an email.

The client organizer is sent to the client portal in the form of an easy-to-follow survey. Your clients will be guided with form suggestions based on their answers, providing them maximum clarity and minimal confusion. You’ll also receive real-time updates when you or your client fill out the organizer, ensuring you never miss a beat.

Canopy’s client organizer does the heavy lifting for you when it comes to gathering a client’s important tax information. Whether you fill out the organizer or send it on to your client, collecting and organizing information, files, and documents for the tax season has never been simpler.

Want to see the client organizer for yourself? Sign up for a demo