We released a new feature that allows you to customize Canopy to fit your brand’s theme for a more professional client experience. Learn how!
0 mi read
With our newest feature, you can tailor Canopy to your brand’s look and feel for a more professional client experience. From your client portal to your invoices, you’ll be able to create polished designs in minutes with a full array of customization options. Let’s take a closer look at the details.
Tailor your client portal to your brand by uploading your logo and matching color palettes. Even elements of your portal login page will be customizable. Those elements include:
Personalized welcome message
Email and Invoices
Customization extends to email and invoices so every communication you have with your client is on brand and provides a single, consistent voice to clients. Your branding will be included on 40 types of automated emails and every invoice you send out.
Lastly, you can fully customize your client’s Canopy experience by creating branded web and email domain names, so clients only see your unique URL, not Canopy’s.
Want to see first-hand how custom branding can make your brand shine? Sign up for a demo with one of our product specialists.
Subscribe to our Blog.
Canopy was created by accountants for accountants.
See how canopy Strengthens Client Relationships.
Submit this form, and a product specialist will be in touch soon.
We Care About Your Security
We are committed to the security of your data. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request.
Get your free demo of Canopy.
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.