AI-EASE-IFIED ACCOUNTING DOCUMENT MANAGEMENT SOFTWARE

Document Management

Q: Can I manage internal-only files and still use the portal?

Totally. Keep your internal docs private, and only share what’s client-facing. You’re in control.

Q: Can I access client documents housed in Canopy directly from my computer drive?

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.

Q: Can you mark up PDF files received from clients that are stored in 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.

Wasting time and energy on wrangling document sprawl? Stop it.

Average 4.6/5 from 1000+ reviews

One minute intro to Canopy Document Management

With AI Document Management, Canopy can:

Rename and reclassify documents automatically to match your firm’s naming conventions
Build document request lists using client profiles or last year’s return
Auto-match uploads to checklist items
Pre-fill client forms using data from scanned documents and stored information

“Only regret I have with Canopy is not making the move sooner. I love the different features available with Canopy, and look forward to their new features that are released regularly. The file management system has really helped our practice to achieve the paperless environment we want, and our clients love the mobile app capabilities.”

Jared E., Managing Partner

If managing, storing, and accessing documents is a pain, you’re doing it wrong.

Canopy helps you do it right (and more easily & automated-ly).

Get Documents Organized

And go paperless. And save space. And spare yourself headaches. And keep your (and your team’s) sanity.

Work and Collaborate Efficiently

Easily collect and share documents in a single place. Then gather, process, and search information and files seamlessly.

Secure Document Storage

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.

SECURE FILE SHARING & ACCESS

Easily Share and Manage Documents

The Client Portal or secure links both help you to securely and easily share files with clients and stakeholders.

Share files through Client Portal or secure links
Manage folder permissions
Create and apply retention rules

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Digital tool for sending secure file links and personalized messages within accounting practice management software.

An eSign request interface for a W-4 form within an accounting practice management software showing signature fields.

ESIGNATURE SOFTWARE

Quickly Collect and Manage eSignatures

Conveniently finish the last step in between your work and getting paid. Finalize work with electronic signatures.

Enjoy unlimited eSignatures
Utilize eSignature templates
Add KBA for added verification
Auto-place signature fields with AI

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Chris / Director of Operations

“Canopy really consolidated our internal file storage, the client-facing document system, and eliminated a separate software for document management.”

Connie S

“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.”

Susan Kumpe / Operations Director, Three Peaks Advisors

“We love Canopy. The best thing is getting everything in one place, not having document management somewhere and the CRM somewhere else.”

Eric Bonney / Managing Shareholder, Harvest Accounting Firm

“Our team can now find what they need instantly. It saves hours every week.”

SECURE DOCUMENT STORAGE & ORGANIZATION

Securely Manage Client (and Internal) Documents

Store and organize an unlimited number of documents securely in the cloud—for client, internal, or personal docs.

Centrally store and manage files
Use Client Portal or secure links to upload files
Leverage Canopy’s Virtual Drive and Desktop Assistant
Set up folder templates
Automatically rename files & classify by type or issuer, with global rules

Learn More

Interface displaying bookkeeping and tax document folders within an accounting practice management software virtual drive.

DOCUMENT INTERACTION

Intuitive Document Management

Once in Canopy, we make it easy to interact with client or internal documents.

Edit, reorder, rotate, or delete files
Create annotations
Combine files

Learn More

Why do accountants need a Document Management solution?

As an accountant, you rely on having correct documentation in order to do the work you’re asked to do. It’s important that you easily get what you need when you need it. Add to those documents any work papers a firm might have and you’ve got a great case for unlimited document storage (because document sprawl is real). It only makes sense that you’d want to store those documents alongside each other, but not risk sharing the wrong document with a client. Easily control and revoke client portal access to specific documents. Collect eSignatures. Make annotations. All of this in a system that helps you manage “the chase.” And just in case your clients are averse to client portals, you can send them secure links to access, share, or sign a document.

Unlimited secure storage
Smart folders linked to client records
Version control and internal-only file flags
Client-specific document permissions
Secure links for portal-averse clients
Built-in annotations and eSignature support

“Canopy has allowed us to centralize both our client relationships and documents, so everyone at the firm has access to the same information. It's also made working remotely much easier.”

Sam Motes, Tax Manager

“Canopy is worth every penny. I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc.”

Jessie B.

Ready to get started?

Frequently Asked Questions

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

What makes Canopy’s document management system accountant-friendly?

Think unlimited storage, templatizable folder structures, built-in eSignatures, and full control over who sees what. You can even send secure links to clients who hate portals.

How do I know that my documents are secure in Canopy?

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 multi-factor authentication to access them. This provides a second layer of security to make it more difficult for unauthorized users to gain account access.

Are eSignatures included with Canopy Document Management? How do secure links help me get signatures faster?

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.

Does Canopy Document Management rely on a subscription to another cloud based service, like Dropbox or Adobe?

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.

Why do I need a Cloud-Based Document Management system for my accounting firm?

Accountants are drowning in highly sensitive documents. A cloud-based Document Management system can eliminate document sprawl by easily storing, and organizing all your files in a secured cloud. Canopy’s Document Management allows your team to access documents from anywhere, eliminates time wasted searching for files, all while ensuring sensitive documents are protected.

Is there a secure way to send and receive client documents?

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.

Can I manage internal-only files and still use the portal?

Can I access client documents housed in Canopy directly from my computer drive?

Can you mark up PDF files received from clients that are stored in Canopy?

Can I set retention rules for my files?

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.