Feature Update: Client Portal Manager
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We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some features released in May.
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We’ve been hard at work creating feature enhancements designed to improve your firm’s efficiency. Let’s take a look at some recently released features.
Interested in seeing these features for yourself? Sign up for a personalized demo.
At Canopy, we know how important it is to customize a workflow that makes sense for your team. Pre-set task templates are designed to anticipate your workflow and make it easy for you to customize them for your firm’s needs. Simply copy the template and customize it to match your own workflow. You can always go back and edit the template to better suit your needs.
Learn more about customizing pre-set task templates.
Time tracking is simple with this update. Along with this change, you can enter new time entries with no start or end time—just list your time duration in the field provided. All of your saved time entries will be visible on the new My Timers dashboard.
For users of our tax resolution tools, Notices are now easier to find, navigate, and create under the global add icon and the tasks dashboard. With this launch, important client information is auto-populated on important letters templates. You can edit these within Canopy and add merge fields as you go.
Learn more about creating a notice in Canopy.
In June, our team will be launching more exciting updates. Keep an eye out for:
As always, we’ll continue building tools to empower you and your team in offering your clients the best outcomes possible.
Learn more about Canopy's functionality by signing up for a demo.
Explore more of our recent Articles, User Stories, and Ebooks.
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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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