World Class Security

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. 

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.

There’s a notification for that! And settings for your notifications. We all have different preferences when it comes to notifications. 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.