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!
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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:
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.
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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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