For your chance to win, we want to hear about your most stressful, discombobulated document disaster.
1 min read
We just unveiled our new Advanced Document Management capabilities this week! Now with Canopy, you can manage all of your documents in our platform, eliminating the need for third-party services. To celebrate, we wanted to host a giveaway. For your chance to win, we want to hear about your most stressful, discombobulated document disaster.
Have you ever had to write a client's phone number on a napkin? Ever jotted down notes on a napkin? Lose an important paper in your office? Tell us your stories!
The winner will receive a $100 Amazon gift card! 🎁
1. Follow @canopy_tax on Instagram
2. Like our giveaway Instagram post 💙
3. Comment your most cringeworthy client document story on the post
4. Tag a fellow finance professional in your comment
The winner will be announced in our Instagram story on Friday, July 2nd, and we will reach out via DM. One entry per user will be considered.
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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