Canopy Product Highlight: June 2019
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Our team has been hard at work to bring you updates aimed at enhancing Canopy’s already robust communication capabilities. Learn about those updates here!
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Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at enhancing Canopy’s already robust communication capabilities.
In this post, we take a look at three of those updates.
Is there a type of client request you send over and over? With client request templates you can put an end to copying and pasting the same text with each new request. You’ll be able to customize each template with a title, due date, how often your client receives a reminder, the default team member to receive notifications, and instructions for the client.
Once a request template has been created, it can be edited, deleted, or added to a task template to further streamline your workflow.
Learn more about client request templates.
Streamline the number of active contacts your firm is working with by designating which contacts are inactive with a convenient toggle. Inactive contacts will not count toward your contact billing.
Things to know about inactive contacts:
Learn more about inactive contacts.
You can now print your important files (original and edited) from all Notices templates with ease. All files will automatically convert to a PDF for a simple printing process.
Learn more about printing Notices files.
Client relationships should be collaborative. When sharing information and forms with your client, a “black box” in the cloud is not helpful. What helps you connect with your client is a convenient, secure location to not only store information but to also keep two-way channels of communication open.
If you are interested in learning how our accounting practice management software can help you create a more connected experience for your clients, or seeing these new product enhancements for yourself, sign up for a personalized demo.
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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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