“Since starting Canopy, our goal has been to make the job of accountants easier so that their practices can be more productive,” said Jordan Ray, Chief Revenue Officer, Canopy. “With seamless experiences across both mobile and desktop, there is a lot of room to make accounting workflows more fluid. We are excited to offer the first iteration of our mobile app and look forward to continuing to simplify the day-to-day experience for accounting and tax professionals.”
Canopy designed the new app to enhance and complement the work accountants perform at their desks with the long-term vision of covering important accounting use cases including client and teammate collaboration, task management, document scanning, dashboards and more.
Stay Connected, On the Go
Whether at the desk or on the go, accountants can access personal, team and client files directly from their device, including contact information, client records and tax documents. Accountants can also view, share files, capture key details, add new contacts and modify records on the go. Leveraging built-in file sharing functions, sharing files is simple and practitioners can communicate over native phone, messenger and email.
Security Built for Mobile
Designed to keep important data safe, Canopy’s mobile app offers powerful security that doesn’t sacrifice convenience. Security features include:
- Two-factor authentication: Validate the initial login over email and enjoy persistent sessions.
- Passcode, Touch ID, or Face ID: After the initial two-factor authentication, sessions will persist without inconvenient logouts, all while being protected with easy passcode, Touch or Face ID authentication.
- Device management: Track all connected mobile devices, revoke access and conduct data purges if a device is lost or stolen.
- Data encryption: All data is encrypted at rest and in transit.
“With the new mobile app, Canopy’s customers can now access important documents on the go. The team here is committed to investing in mobile to make the lives of accountants—and in turn their clients—both better and easier,” continued Ray.
Canopy provides professional tax and practice management software to accounting firms. The modern, cloud-based software cuts out tax practice busywork, improves the client experience, and brings all the different tools a tax practitioner needs under one roof. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.
Learn more at www.getcanopy.com and @CanopyTax.