ACCOUNTING CLIENT MANAGEMENT SOFTWARE

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.

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 URL—so your clients see you, not Canopy.

Allow your clients to view invoices and make payments—anytime. (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.

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.