New Feature: Client Organizer
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Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.
1 min read
Canopy’s workflow feature is more focused on team collaboration than ever before. We now offer a dedicated workspace for collaborating on complex projects.
We’ve consolidated several features into workflow so it’s easier for you and your team to manage your services from one place. With access to tasks, files, and tools, you’ll have what you need to complete projects in the new workspace, without having to search for it. You can link existing files or upload new files, and they’ll automatically connect with your client’s contact record.
In an effort to make workflow even more seamless and efficient, we’ll be bringing more features into the workspace over time. In the next few releases, look out for automated tools that you can use to send eSign requests, general requests, and engagement letters to your clients. We’ll also be adding notes, transcripts, and more.
We’re updating workflow with the way you work in mind. Want to see the new workspace in action? Sign up for a demo with one of our product specialists.
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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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