One of our objectives in everything we do is to make things easier and save accountants time. Including getting Payments set up. That’s why we partner with an expert in payment processing. And why we integrated the merchant onboarding process directly into Canopy’s platform so your firm can quickly and easily complete your application inside Canopy.

Once you’ve invoiced your clients, it’s time to get paid (insert “raining money” gif here). Whether you need to take payments on a one-time basis or automate them, Canopy can do what works for you.

• One-time payments
• Refund payments
• Partial payments
• Scheduled payments
• Recurring payments

Canopy Payments takes all the major credit card types—VISA, MasterCard, American Express (AmEx). Our rates are competitive at 2.95% + $0.20/per transaction.

Canopy offers low-cost ACH payments for 1% per transaction with a $5 cap. If your firm or clients prefer not to deal with the limitations that come with credit cards like expirations dates or higher fees, look no further than Canopy ACH payments for a simple, cost-effective alternative. 

“Clients always respond right on time,” said no accountant ever. That’s why Canopy created our intuitive, easy-to-use Client Portal and mobile app—to make it easier and friction-free for clients to pay and for firms to get paid. Clients can easily see their balance due and pay from our Client Portal on their browser or from the Client Portal mobile app. Clients can also easily add, manage, or update bank account or card payment methods. What about those clients who mean to pay but always seem to take forever to get around to it? Canopy provides them the option to share their payment methods with your firm so you can run it on their behalf. We don’t use the word “genius” lightly, but...genius.

Want to keep an eye on payment data? Great! Because Canopy offers payment-related reports in two convenient places: first, aggregated for all clients in the billing report area of Canopy; and second, in each individual client record’s billing tab. 

• Graph of payments collected, customizable by date
• Chart of payment methods, customizable by date
• List of all payments received hyperlinked to the client record where you can access a complete list of payments for just that client (and view if that client is linked with QBO from the payments report)
• Upcoming and recurring payments, deposits, and refunds

You want to get paid faster and your clients want an easy, fast way to pay you. So we've made it ridiculously easy for your clients to view and manage all of their billing-related data inside the Canopy Client Portal app so they can:

• View outstanding balances and invoices
• Pay invoices
• Add, save, and manage their payment methods (including giving nicknames to and designating preferred payment methods)
• View their payment history

Offer credit card payment options to your clients without taking on the financial burden to your firm. Pass on credit card fees to your clients with surcharging.