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.
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.
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.
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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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