Wasting time and energy wrangling document sprawl? Stop it.

If managing documents is a pain,
maybe you’re doing it wrong

Do it right and do it easily with Canopy.


Get Organized

And go paperless. Organization has never been better than when it’s paired with space saving.


Work & Collaborate Efficiently

Gather and process information collected and shared through documents and files more seamlessly.


Store Securely

Canopy and the Client Portal provide security for documents no matter where they are or how they’re being shared. No more worrying about emailing or texting files.

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

Document Management
+Client Engagement

  • 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

  • Easily migrate contact folders into Canopy (print to/scan to)

  • Store work papers and other internal files within clients’ folder structure 

  • Copy files in bulk to clients in contact list

Better together

Document Management

  • Workflow template - include client requests, fillable PDFs, eSignatures

  • Create workflow automations for reminders, status updates on client requests, transfer of work ownership, and more

  • Send bulk client requests to collect documents

  • Recurring tasks - automate client requests for documents on a schedule (image on left)

Better together

Document Management
+Time and Billing

  • Export reports and store them (image on left)

  • Less context switching

  • Time savings

  • Prevent out of scope work

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Document Storage

The (safe, well-organized) heart of any document management system worth its weight in manila folders.

Manage files more efficiently. For Windows users, access a mapped file drive on your desktop that mirrors and syncs with the files and folders within Canopy.

Uploading documents shouldn't be a headache. Do it painlessly with Canopy’s document management solutions. In fact, why not just import all your files at once? Now, that’s easy migration.

Get files into and out of Canopy easily. The Desktop Assistant is the bridge between the Canopy cloud and your non-cloud files, apps, and programs. It can be used even if your firm is using a hosted environment.

Skip the middleman. Now you can save files into Canopy from any program via the Print dialog, or scan clients’ physical documents directly into Canopy from a mobile device. Less busywork is always good.

Canopy doesn’t just make accounting easier for you; we do the same for your clientswith the ability to easily upload files to Canopy via our user-friendly (and secure and customizable) client portal.

File storage shouldn’t be an exclusive club; it should be the world’s biggest (and most organized) garage. Canopy makes sure you always have enough easy-access storage.

Canopy is built upon secure, industry-leading technology like Amazon Web Services. We also regularly back-up our database as an additional safeguard. Should you wish to backup any file, it’s easy to download and save it locally.

Gather important or required documents from clients and stakeholders quickly with a secure linkno need for them to log into the client portal.

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File Organization

You're only as effective and efficient as you are organized—starting with your files.

Organized by client, Canopy’s file management software gives everyone who’s working on a specific client an easy place to store, find, and work on that client’s documents. No more wild file hunting, though you’re welcome to keep your camo pants.

Canopy’s pre-templated folders make it simple to standardize folder organization across teams, clients, years, and more. No more guessing where different clients’ files are stored.

Canopy’s Client Portal makes it easy to share and receive documents with your clients. They can upload documents to the exact folder you’re already working in. And they can see previous years’ tax returns without you having to dig it up for them.

“What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. She can easily upload a file that I need to review or sign.”

Connie S.

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Document Interaction

Document management is more than just document storage. Edits, highlights, signatures, reformatting. You need it all.

Canopy’s document management software lets you preview documents before you open them because it’s 2023 and that’s how technology should work. No more countless windows and softwares slowing you and your OS down.

Canopy’s Desktop Assistant helps you keep files in Canopy while also working on them with any program on your computer. No more manually downloading, uploading, re-downloading files; Desktop Assistant does it all for you on the down low.

Want to make annotations on docs? With Canopy, you can. Even cooler? All annotations are instantly saved as their own, separate layer, viewable only by internal Canopy users. So your firm can see the notes but your clients won’t. We still recommend reserving client trash talk to the company comments thread.

We’re not saying Adobe Acrobat is useless, but we are saying you can stay in Canopy when your clients upload scanned documents that need to be reordered, reoriented, or have unnecessary (or, worse, blank) pages. Canopy lets you move, rotate, edit, and delete to your heart’s content.

Really, no offense, Adobe Acrobat. But you don’t need Adobe to combine multiple files—PDF, PDF/A, XFDF, FDF, DOCX, XLSX, PPTX, JPG, PNG, or R2D2 (ok, not the last one)—all into one document that looks just like you want it to. And you can do it all in Canopy.

Send your clients a fillable PDF that they can complete without ever leaving Canopy. Combined with our integrated eSignature functionality, this makes everything easier for your clients (and, thus, for you).

Copy a file and save it to multiple client records simultaneously.

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Sharing & Access

The best technology just fits—into your business, into your workflow, into your clients’ lives, even into their (and your) smartphones.

The abacus was the original mobile accounting app, but ours is a vast improvement: an app for accountants and an app for clients, where you can intuitively view, share, and upload files (with a built-in scanner, toono more screenshots or images of documents from clients).

Share folders internally with your fellow accountants and externally (via our Client Portal) with your clients. And, with a clear icon system, always know who each document is shared with.

Speaking of our Client Portal, this is the custom-branded place clients can view folders and files you share as well as upload and share documents with you. We’re still working on the Anti-Client-Procrastination technology, though...

When you integrate your email with Canopy, it’s super-easy to save documents you received (because some clients take longer to get used to the Client Portal than others) in your email to Canopy. We refuse to use the word “automagic”, but it’s kind of like that.

Skip the middleman (or middle app). Now you can save files into Canopy from any program via the Print dialog, or scan clients’ physical documents directly into Canopy. Less busywork is always good.

After creating a team, you can group users and manage permissions to control who can (and, sometimes more importantly, cannot) view and interact with specific folders. Besides helping you establish ethical walls, this also saves you time in managing permissions for new, existing, and former employees.

Quickly and easily share (or reshare) files with clients and important stakeholders (bookkeepers, lawyers, etc.) through a secure link that includes an expiration time—all without needing to log into the portal.

Increase organization and compliance in your firm by applying retention rules on document folders. Retention rules include setting time frames to retain files for (ex. 7 years) as well as setting automatic archiving of those files once the time frame is reached.

Integrated eSignature_eSign Integrated eSignature_KBA DM_Screenshot Illustrations_Secure Link

Integrated eSignature

Client signatures are a built-in part of accounting, which is why they’re also a built-in (literally) part of Canopy’s Document Management Software.

Idiot-proof drag-and-drop functionality lets you move eSignature fields from one Canopy file to another that you can then send to clients (via our Client Portal) for their signature(s). This also works when you need a KBA eSignature.

The integrated eSignature capabilities also work when you need a KBA eSignature.

We’ve made it easier to get eSignatures. Send a secure link to clients without requiring all signers to be invited to a client portal, to two or more signers using a shared email, or to other team members in your firm.

Frequently Asked Questions

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

Canopy takes security seriously especially when it comes to files and sensitive customer data. All of our customers’ files are stored in the cloud. Plus, data is encrypted in transit and at rest using 256-bit encryption. Additionally, Canopy and its client portal (both web and mobile) requires customers and their clients to use two-factor authentication to access them. This provides a second layer of security to make it more difficult for unauthorized users to gain account access. 

Yes, users with a Document Management license can send and collect an unlimited amount of eSignatures from their clients. If further verification is needed for the signee, you can purchase additional KBA credits for $1.25/credit. It is important to know that eSignature requests will be sent out in an email using a secure link. Recipients who receive the email that you designate, will be able to easily click the link and sign the document without having to log into the client portal. This makes it convenient and faster to collect all needed eSignatures from necessary parties. 

No. Canopy provides a native, proprietary document management solution. Easily gather, store, share, and organize your clients’ files in our native client portal on both web and mobile devices. This eliminates the need to download each file, edit them, and then reupload them into the system. It also eliminates the cost of another system that is not integrated with the rest of your customer data, tasks, and time & billing features.

Accountants are drowning in highly sensitive documents. Stop running out of storage space on your potentially unsecured device and stop being tied to your office. Go paperless and get two-factor secured, unlimited document storage for ALL of your files and your clients’ files by using Canopy’s cloud-based Document Management system. Eliminate document sprawl by easily storing, organizing, in multiple places and finding all of your files in one location within Canopy’s cloud. 

Yes, with Canopy you can securely request and receive client documents in two ways.

First, you can send a client request utilizing our secure Client Portal. Upon logging into the Client Portal (via web or mobile app), clients will be able to see the request and attach any important documents to that client request. Once uploaded, those documents will be viewable to anyone in the firm given access to do so. 

Second, Canopy users can send a secure link to a client or important stakeholder to request or send a document. Secure links have a built-in expiration and can be sent directly to a client or stakeholder email. 

Yes, Windows users can access a mapped file drive (called a Virtual Drive) on their desktop that mirrors and syncs with the files and folders within Canopy. This can provide a native experience for managing files on your computer and syncing them to Canopy. 
Yes, Canopy has built-in editors that allow you to make annotations, add eSignatures, and more. There is no need to have a separate software solution to interact with documents stored in Canopy. 
Yes, you can set retention rules on folders. Any files within that folder will be automatically archived within Canopy according to the rules you set, helping you maintain compliance, order, and organization within your folders. Additionally, you can restrict who can set these rules to maintain consistency and compliance across your firm.