Client Man Hero


Client Engagement

Make the most of your relationships.

Client management for the entire lifecycle.

Prospect. Client. All in one place. For you and for them.


Proposal to Payment, faster

Use a single system to extend statements of work, track conversion of prospects, initiate project management, collect payments, and gain insights into the entire client journey with in-depth reporting.


Simplify Procedures

Tag clients & perform bulk actions, have uniform structure from client to client, and have clear delineation of roles & access. We're with Thoreau on the whole "simplify" thing (though we'd only say it once because, uh, simplicity).


Convert & Retain Clients

Deliver branded engagement letters, collect documents, and speed up client intake and onboarding with a branded & secure client portal—storing all relevant documents and workpapers directly on a client or prospect record.

Client Engagement + Document Management
Client Engagement + Workflow
Client Engagement + Time and Billing
Better together

Client Engagement
+Document Management

  • Organize files into folders received from portal

  • Send forms and collect eSignatures (image on left)

  • Apply folder templates to organize and apply to individual clients

  • Make it easier to get individual client records into Canopy (print to/scan to)

  • Store internal-only files on client records

  • Share documents via secure portal or secure link

Better together

Client Engagement +Workflow

  • Directly create tasks from an email, attach an email to a task, and comment on tasks

  • Build singular and bulk client requests into automated workflows

  • Automate email updates based on task/work progress (image on left)

  • Create pooled/queued work with Role assignments

  • Simplify client creation processes with roles built in to client record templates

Better together

Client Engagement
+Time and Billing

  • Manage payments per client: save client payment methods, process payments, set up recurring payments, process refunds, run payment reports

  • Run profitability report based on each client record (image on left)

  • View insights into payments on each client record

  • WIP for each client

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Engagements & Proposals

Build. Send. Accept. Pay. Work. Re-engage.

Engagements are full of lots of information with legal implications. Ensure your engagement letters are compliant by using our intuitive form that captures information on rates, terms, services, etc. Information is then populated on an engagement letter that you can send to a prospect to sign.

First impressions, right?!? Put your best foot forward with new prospects (and clients you’re re-engaging) with a detailed experience including clearly outlined expectations and billing details.

With Canopy, you choose when you get paid. Easily collect payment from a prospect before any work is done. Or collect on the backend once the engagement is complete. Entirely up to you and how your firm operates. We're flexible like that.

Set clear expectations and deliverables from day one. No awkward conversations or extremely aged receivable reports. Secure links make it easy for prospects and clients to review your proposals and download a PDF of the agreement.

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Client Relationship Management (CRM)

The client management foundation for all of your practice management.

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.

The foundation of Canopy is built around clients because we understand that they're 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 & 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.

Filter your client list to narrow to a segment of clients that all need the same work done, whether that’s sending a client request, sending an email, adding a tag, assigning an owner, whatever. The more modules you have paired with Client Management, the more you can do (i.e. create tasks, apply a folder template, etc).

Manage all of your communication in Canopy. Sync your email to bring emails into Canopy and attach those emails to client records. Share your inboxes for firm-wide email management. Keep all internal communication in context. Comment on emails and mention colleagues.

I love email, said no one ever. That's because, besides being a pain to manage, email is a colossal time suck—especially if you want to write them well and avoid any unnecessary back and forth. Canopy's solution? Let Canopy AI write the email for you. With Canopy AI, you can insert prompts or topics and have a professional email drafted in seconds. Don't like how it's phrased? No worries. Simply revise it to be more formal, more casual, more you. Prefer writing the email yourself, but need some corrections? Take care of all grammar and spelling errors with one click.

Canopy is solving my CRM needs, as well as email organization, task management, templates, and automation, all with a client portal mobile app. Canopy has become the perfect solution to organizing my practice in one place.

Ashley S.

/ G2

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Client Portal

Engage with your clients in a secure place where they can easily access files, invoices, payments, & more.

Canopy understands that your reputation and brand are important, which is why we allow firms to customize the branding on their client portal and even allow you to customize the URLso your clients see you, not Canopy.

Allow your clients to view invoices and make paymentsanytime. (Time & Billing module required for this functionality.)

Getting documentation and files from clients can be challenging and time-consuming. Canopy’s client portal makes it simple for your clients to upload files and share them with you. Maybe you've seen your last crinkled napkin math equation (crosses fingers).

Share documentation with your clients that they can securely access anytime, from anywhere. Also, easily send them to-dos with automated reminders for things they owe you.

While the portal is available via a browser optimized for desktop or mobile, we know that your clients are busy, and that today more and more people are working from their phones. Canopy offers a highly-ranked mobile app that also makes it easy to view open to-dos with push notification reminders, review files, eSign documents, review invoices, make payments, and even take a photo scan of documents right from their phone!

Easily link to a third-party scheduling tool. No more phone and email tag trying to set up meetings with clients.

Math skills &
good communication:
together at last.

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Keep a pulse on the health of your firm with live data, easy to read visualizations, and the ability to save & share insights.

Keep easier track of your clients. Quickly assess client ownership by employee. Track clients by state, tenure, filing status, active or inactive. Set thresholds with alerts so that, for example, you don't have too many prospective clients in the pipeline not getting converted.

Quickly visualize your data. It’s as easy as identifying your data points and hitting Enter. Your data will display in a recommended visualization style that you can then change or refine to help you find the answer to your data question. You can discover even deeper insights by clicking directly on the visualization and select the data point to refine your search for answers.

Get the most out of your data and visualizations with filters that can show what's most important to you and your firm. Custom-create a filter for each employee, role, assignment, services, month, location, etc.

Turn your Liveboards into presentations in a matter of seconds. Each visualization gets its own slide so that everyone can easily see. If anyone has a question mid-presentation, you’re still presenting live data! You can drill down and interact with it to help guide the discussion to where it will benefit your firm most. 

Automatically keep stakeholders informed on firm initiatives. Emailed reports will include either a CSV or PDF of the Liveboard visualizations being shared. Whether you access the raw data directly in the product or via download, you’ll always be able to see and access your data. It’s your data, after all.

Monitor changes in Key Performance Indicators (KPIs) with scheduled alerts. Receive notifications for your KPIs at your preferred cadence—on an hourly, daily, weekly, or monthly basis. Create thresholds and indicate whether you want to be notified if it increases, decreases, or changes by a certain percentage. We said "finger on the pulse of your practice" and we meant it.

I switched to Canopy because they were able to offer all the services I needed for my practice in one application... They provide simple to use solutions for [client management], communication, client portal, and workflow management.

Danny Nordstrom

/ Nordstrom Accounting Services

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Systems & Security

We believe in being good stewards.

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.

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Since clients are the lifeblood of your business, disorganization or bad client experiences can cost you time and money, not to mention future opportunities. Canopy Client Management centralizes all information about your clients via an integrated directory and complete client record. Interact with clients through a branded client portal, manage all email inboxes and access email by client, and view your calendar and upcoming events with clients—all in Canopy Client Management.

You can sync almost any email using out integrations that accommodate for Google, Outlook, and IMAP/SMTP. Each user can sync as many inboxes as they manage and even share emails with other Canopy users so they can manage them directly in Canopy. These are two way syncs, so anything you do in Canopy with email, will be applied in the original email provider. Any email sent to or from a client's email address will be stored on the corresponding client profile, no matter who received the email in the firm. This functionality is applied to emails that are currently accessible from your email provider-- if it's in that inbox, it will populate in Canopy (no matter the date).

No. No need! We have our own. One that is secure and customizable. And it’s all included with your Client Engagement license. Learn More

New users can start a trial for 15 days. The free trial includes our full suite of products (Client Engagement, Client Portal, Document Management, Workflow, Time & Billing, Transcripts & Notices).

Yes! Explore Canopy's ChatGPT integration, built-in features, and practice management tools here. 

With each product launch, we consider any new or existing permissions that should be added or that are affected. Through these permissions, admins can easily control access in a very detailed manner. Best practice is to evaluate your staff and identify the user types you would categorize employees into (hopefully 3-5), and then create access and permissions based on those profiles.

You most definitely can. You are given a unique and customizable URL when you set up the Client Portal (i.e. [yourfirmname] Within the portal you can also link any scheduling tools you have (like Calendly).