In partnership with Zapier, Canopy offers ways in which you can now connect with other apps and more easily automate processes.
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As a provider of tax preparation software, Canopy’s goal is to always help you save time and make your tax practice more efficient. In partnership with Zapier, Canopy offers ways in which you can now connect with other apps and more easily automate processes, reduce repetitive work, and increase your firm’s productivity.
Zapier allows you to connect different web applications together in order to automatically perform tasks. Canopy’s integration with Zapier opens up your contacts to be synched with other apps online, so you can run workflows in real time and improve your firm’s efficiency.
For example, if you use a software like MailChimp to send monthly email newsletters to your clients, you can connect with Canopy so that whenever a new Canopy contact is added, it’s automatically added to your MailChimp subscriber list. This way, all of your new clients will receive your newsletters without you needing to do any extra manual work. To learn more about these integrations work, check out this how-to article from Zapier.
With Zapier, you can connect with thousands of applications to automate workflows and improve efficiency. Here are a few ways in which you could fully utilize Canopy’s integration with Zapier:
Canopy’s integration with Zapier gives you new and better ways to run your practice, and the use cases are endless. Take advantage of do-it-yourself automation and real-time workflows to improve the management of your practice. At the end of the day, your biggest priority is providing high-quality service to your clients and increasing your firm’s profits. Canopy connects you with your most commonly used web applications and reduces unnecessary manual work so your tax firm can be more productive.
If you would like to learn more about Canopy’s integration with Zapier, check out this page.
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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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