Client Management

Streamline your client interactions.

  • Client Directory & Records

    + Create Task & Subtasks

    + Task List

    + Task Management: assign to client record, add internal team members, set dates, track statuses

    + Actual vs Budgeted Time

    + Task Activity History

    + Notes and Messages by Task

    + Tasks by Client or Firm-wide

    + Mobile App

    + Notifications on Task Updates

  • Client Engagement

    + Email Integration (Gmail, Microsoft, Microsoft Exchange, IMAP/SMTP)

    + Global Communications Inbox

    + Internal Comments Inbox

    + @mentions

    + Client Communications Tab

    + Notifications

    + Bulk Email

    + Organizer

    + Client Requests

    + Automated Client Reminders

    + Letters

    + Letter Templates

    + Fillable PDFs

    + Practitioner Mobile App

  • Client Portal

    + Custom Branding and URL

    + Client Upload Files

    + Share Files with Clients

    + View All Files (including files in folders created by DM users, doesn't include the ability to create folders)

    + Upload Files (including organizing files into folders created by DM users, doesn't include the ability to create folders)

    + Basic document management features: preview files, contact files, archive files, delete files (available to allow a good portal experience for documents shared with clients only)

    + Automated Client Reminders

    + Client Portal Mobile App

    + Scheduling Link

  • Calendar

    + Calendar Integration and Sync

    + Scheduling Link

    + Requires Workflow: Task & Subtasks Appear on Calendar

Document Management

Stop wasting time (and patience) wrangling document sprawl.

  • Document Storage

    + Upload documents to Canopy

    + Desktop Assistant

    + File Migration Tool

    + Print to Canopy

    + Scan to Canopy

    + Client Portal - Document uploads from Clients

    + No Storage Limits

    + Virtual Drive

  • File Organization

    + Centralized file management by client for your whole firm

    + Create Folders (while CM users can view files in folders, and add new files to the folders, they cannot create folders)

    + Folder Templates

    + Client Document Visibility

  • Working on Documents

    + Preview

    + File Editing in Default Desktop Application

    + Annotations

    + Reorder, Move, Rotate, Delete PDF pages

    + Combine Files

    + Fillable PDFs

  • Sharing & Access

    + Client Portal & Mobile App

    + Sharing Folders

    + Save Documents Shared via Email

    + Save to Canopy

  • Integrated eSignature

    + eSign

    + KBA eSignatures

    + Share via the Client Portal

    + Built into existing Canopy platform and workflow

Workflow

Instantly know what each team member is working on.

  • Project Management

    + Create Task & Subtasks

    + Task List

    + Task Management: assign to client record, add internal team members, set dates, track statuses

    + Actual vs Budgeted Time

    + Task Activity History

    + Notes and Messages by Task

    + Tasks by Client or Firm-wide

    + Mobile App

    + Notifications on Task Updates

  • Process Management

    + Workflow (Task) Templates

    + Recurring Tasks

    + Bulk Actions (send client requests, create tasks, and modify status, assignee, and priority)

  • Automation

    + Reminders

    + Client Requests

    + Client Portal & Mobile App

    + Recurring Tasks

    + Relative Dates

  • Views & Filters

    + Global Presets

    + Custom Task Filters

    + Custom Workflow Tabs

  • Productivity Management

    + Built in Time Keeping

    + Time Entries

    + Budgeted vs Actual Time

    + Productivity Report

    + Project Realization Report

    + Staff Time Realization

    + Project Status Reporting

Time & Billing

Finally. An answer to "where did the time (& billing & payments) go?"

  • Payments

    + In-app Merchant Onboarding

    + One-time Payments

    + Payment Plans

    + Partial Payments

    + Recurring Payments

    + Scheduled Payments

    + Credit Card Payments

    + Automated Clearing House (ACH) Payments

    + Payment Method Storage

    + PCI Compliant

    + Deposit and Fee Reporting

    + Payments Collected Report

    + Payment Method Report

    + Breakdown of payments run by credit card or ACH

    + Upcoming and recurring payments report

    + Clients can make payments via the Client Portal

  • Invoicing

    + Work in Progress (WIP)

    + One Time Invoice

    + Recurring Invoices

    + Scheduled Invoices

    + Configurable Invoices

    + Single Line Invoices

    + QBO Integration: Invoices and Service Items

    + QBO Payments & Deposits

    + Share Invoices with Clients

    + Clients can view invoices in the Client Portal

  • Reporting

    + Dashboard

    + Billing Reports

    + Time Reports

    + Invoices

    + Payments

    + Credits

    + Statements

    + Client & Task Profitability (Requires Workflow to achieve full report functionality)

    + Staff Productivity

    + Aged Receivables Summary & Detail

    + Staff Revenue & Hours

    + Contact Revenue & Hours

    + Service Revenue & Hours

  • Time Tracking

    + Built-in Timers

    + Time Entries

    + Requires Workflow: Time Spent on Tasks & Subtasks

    + Requires Workflow: Time Budgets on Tasks & Subtasks

Transcripts & Notices

  • Transcripts

    + IRS eServices integration for Transcript Retrieval

    + One-time login for unlimited transcript pulls

    + Transcript Monitoring Tool

    + Transcripts-at-a-Glance Report

    + CSED Report

    + Stored Historical Transcript Pulls

  • Notices

    + Pre-built Notice template library

    + Step by Step Resolution Task List

    + Custom and Editable Letter Templates: Autofills client information and highlights areas to complete

    + Survey Style Form

    + Active Notices List

    + Form Library

    + Client Requests

Tax Resolution

Where problem-solving accountants go to, y’know, solve problems.

  • Collections/Tax Resolution Engagements

    + Case type categories: Collections, penalities, spousal relief

    + Outcome resolution information

    + Case service assistant asks questions to recommend how to resolve the issue

    + Case Type Overview

    + IRS Call Guides

    + Talking Points Script

    + Important links and articles

    + Recommended Resolution Steps

    + Survey style form that autopopulates Federal and State forms

    + IRS Response Letter Templates

    + Client Requests

    + Client Financial Questionnaire

    + Collections Outcome Analytics

Integrations

  • All Included

    + Public API Access

    + Google (email and calendar)

    + Microsoft Exchange

    + Outlook (email and calendar)

    + Zapier

    + QuickBooks Online

    + IRS

    + Intuit Proconnect Tax