We released a product update that allows you to set up two-factor authentication & use a password strength meter helping keep your data more secure. Learn more!
1 min read
Canopy is now even more secure! We’ve just rolled out two updates to the Canopy app that will help our users keep their clients’ data more safe: two-factor authentication and a password strength meter. Let’s take a look at both of these new updates and how they work together to make your clients’ data more secure.
Until now, you’ve only needed need to prove who you are using one method in order to log into Canopy: a password. A strong password is the foundation of good security, but adding a second authentication factor—such as a secondary code or pin—makes your information doubly secure.
Now when you log into Canopy, you’ll be prompted to check your email for a unique, secure code once you’ve entered your password correctly. Once you’ve clicked your secure link, you’ll be redirected to the Canopy app.
As your password is the foundation of good security, it’s important that you know how to create a strong one. With that in mind, we’ve added a password strength meter—to help you on your quest to create a great password. From now on, any time you create a new password, the strength meter will help you determine how strong your password is.
What makes a great password, you ask? We’re glad you asked.
Great passwords fall into one of two categories:
This type of password is nicely secure but very hard to remember. If you plan to use a truly random password, you’ll likely want to use some sort of password management app such as LastPass or Dashlane instead of trying to commit your password to memory.
2. A 24+ character password made up of seemingly unconnected dictionary words.
Example: blind butterfly statue market
Even though this type of password is made up of common dictionary words, it is extremely secure because of its length. It’s also far easier to remember than shorter, random passwords.
A Few More Password Tips:
A good password:
Want to see more of Canopy’s recent features? Check out our time-saving task templates.
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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