We released a new feature that allows you to take advantage of electronic signatures from your clients. View the details here!
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It’s frustrating when seemingly simple things hold up work you’re trying to get done. Like signatures. After all the hard work of putting together an Offer in Compromise or preparing a complicated 1120, you would think gathering a simple signature would be just that: simple. But every practitioner knows how much of an agonizing delay it can be to get that final touch. Luckily, it doesn’t have to be that hard. With Canopy’s new E-Signature tool, you can get signatures from a client across the country instantly.
With the combined help of E-Signature and the Client Portal, it’s simple and fast to get the signatures you need to make your documents legally binding. Just add a signature and date section to any existing file—pdf, CSV, doc, and more are all easy to upload and delivered to your client to sign in moments.
Often the documents that need signing contain sensitive client information. With that in mind, Canopy has made it a priority to keep those documents secure with bank level SSL encryption. In addition, we’ve made it easy to see the status of each requested signature. Every request allows you to track client logins and signature timestamps so that you can know exactly when the document has been signed—or when you need to send a reminder.
Ready to spend less time gathering signatures? Get a free demo and see how much time you could be saving.
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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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