ACCOUNTING DOCUMENT MANAGEMENT SOFTWARE

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.

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. 

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. 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. 

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. 

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

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.