We released a new product update that enhances the billing & invoice process, making it more customizable and flexible for your tax firm. Learn how!
1 min read
Financial transactions are some of the most important and delicate interactions that tax professionals have with their clients. With Canopy's newest invoicing enhancements, you can improve the business processes of your firm and have greater ability to manage invoices with much more customization and control.
You now have the ability to show or hide columns on your clients’ invoices that you feel are most important, including invoice description, discounts, tax information, the terms and conditions with the client, and more.
In addition, invoices can now be found and quickly created on the global add icon found at the top of the menu bar. With these new invoicing functionalities, Canopy continues to make software that is convenient and easy to use.
The new additions to invoices gives you broader capabilities during the invoicing process by better supporting not only electronic but also physical invoices. You will be given greater control to create and manage invoices for various in-office and remote transactions.
These enhancements include the option for you to save a draft or preview invoices for finalization. When previewing, you’ll see the final client-facing version and have the ability to download, print, or send the invoice online through the client portal. You can also save the invoice and allow delivery (printing or sending) to be completed by another staff or administrator. The invoices will automatically be marked and updated within the billing system.
Invoicing is one of the most important functions of running your tax practice. Having a robust and efficient system to manage your client interactions is vital to your firm’s financial health. Canopy’s latest additions to invoicing now give you better control and easier management of these interactions.
If you want to experience more of the powerful features offered by Canopy, sign up for a free demo and learn how we can help improve your tax practice.
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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