Feature Update: Client Portal Manager
1 min read
Today we're sharing a few resources available to make your Canopy experience excellent, including built-in and live support. Learn more here!
1 min read
Customer success is important to us at Canopy! We want everyone who uses our accounting software to be successful and have a great experience. So we've rounded up a few resources and tips we have to facilitate your Canopy experience.
As a Canopy customer, you will have access to our and support team. There are a few different ways you can do this.
To chat with the support team, all you have to do is click on the purple icon with your initials in the bottom left of your screen. There will then be a purple button that says "Chat with us." You can ask us anything and we will respond as fast as we can!
We are also happy to talk to customers over the phone. Call us at 855-616-7305.
In our knowledge base, we provide a variety of instructional how-to videos and articles. You can either browse by topic or type your question into the search box.
We cover topics like Canopy 101, billing and invoicing, account settings, and how to set up your first client. If you haven't already, take a minute and check out our knowledge base.
If you're looking to watch quick tutorial videos on how to use Canopy's main Practice Management features, check out our product tutorials page.
Try a free account of the Canopy, and our support team will be at your service with any questions you have!
Explore more of our recent Articles, User Stories, and Ebooks.
1 min read
1 min read
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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.
Leave a comment!