CRM FOR ACCOUNTANTS

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.