ACCOUNTING CLIENT MANAGEMENT SOFTWARE

Quickly view all of your clients and highly pertinent information at-a-glance. Create groups and filter by data to show dynamic lists based on tags, location, assignee, etc.

• QuickBooks Online: Integrating with QuickBooks Online makes it easier than ever to import your client list. Preview your list and verify everything is how you want it. Canopy will sync contacts made in either system. See Time & Billing for more QuickBooks Online integration details.

Using tags, custom fields, and other client data, create dynamic views of your client list. Use these lists to easily assign work, create and send communications, assign ownership, or export. Save your view for easy day to day access. Share your view with others (only owners can edit the view).

The foundation of Canopy is built around clients because we understand that they are also the foundation of your business and workday. The Client Record is an easy place to collaborate—leave notes, access emails from the client (no worries if you weren’t CC’ed), check files, see projects and tasks, send invoices, etc.

No more siloed emails. No more delayed work because a client or colleague forgot to hit “reply all.” All communications between clients and members of your firm will be saved to their record giving you a holistic view of any communications with that customer.

Keeping track of client conversations that occurred in person or on the phone is easy when they’re saved directly to your client’s record—no more sticky notes, no more napkins, no more forgetting to tell your colleague.

Jumping between many programs can waste time and cause you to lose focus. Integrate your own, or any other calendar shared with you, from Google and Microsoft, into Canopy helping you gain the visibility you need and also keeping you in your workflow.

Manually scheduling meetings with clients can be time-consuming with all the back and forth. Empower your clients to easily schedule something with you by listing your third-party scheduling tool link in your client portal.

Your client data is sensitive and important. We want you to know that security is our top priority. Each year Canopy undergoes an evaluation to produce a third-party audited, SOC2 Type 2 compliant report of our software. This certification is used beyond the accounting industry but is governed by the AICPA, and a SOC2 report provides “detailed information and assurance about the controls at [Canopy] relevant to security, availability, and processing integrity of the systems [Canopy] uses to process users’ data and the confidentiality and privacy of the information processed by these systems.” The report is available upon request for current and prospective customers.

This isn’t some on-premises technology that you need to pay extra to have hosted in the cloud; Canopy was born in the cloud. As the accounting profession becomes more cloud-friendly, especially with Document Management technology, cloud software grows with you, the industry, and keeps up with the fast pace of innovation. Canopy takes pride in building and fixing features at lightning speeds, so you will always operate smoothly.

Making sure that everyone has the right access to the information they need, and none of the information they don’t is a critical part of Client Management. Canopy provides administrators the ability to control global settings, set and customize team members roles and related permissions and access, and an audit log so you can feel confident you have control over your client information and empower your team to work effectively.

We are probably all familiar with the importance of picking a complex and unique password for each software. But sometimes people adopt less-than-ideal password practices such as reusing passwords or picking an easy to guess password; and while we don’t encourage this we also recognize that it can happen. Canopy wants to help you keep the information you store in Canopy secure by utilizing two different modes to authenticate your identity or login on a recurring basis provides you with an added level of security. This helps prevent hackers from using data leaked from another site to log in to your account, or any other type of data breach.

There’s a notification for that! And settings for your notifications. We all have different preferences. But you’ll be able to be notified of a plethora of goings-on in Canopy and receive that notification in the way that best suits you.