New Feature: Client Organizer (Clone)
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We are excited to announce the release of a new productivity dashboard, added functionality to our mobile apps, and updates to our Notices Tool.
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We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the release of a new dashboard, added functionality to our mobile apps, and updates to our Notices Tool.
Here’s what’s new:
The time for rough estimates on how much time your teams spend on a project is over! In answer to customer requests, we’ve added time tracking to workflow capabilities. You can now track time directly on tasks and subtasks by attaching existing time entries to already-created tasks or subtasks or by starting a new time entry from any task workspace.
Learn more about time+workflow.
Our new productivity dashboard is designed to display time budgets on all tasks and subtasks, enabling your team to become even more efficient than they already are. You’ll be able to better track how long projects are taking your team to complete and see a deep dive into all of your time tracking data.
Learn more about the productivity dashboard.
There has been functionality added to both our Canopy app and our Client Portal apps. Mobile now includes tasks, enabling you to work more effectively when you’re away from your desk. You’ll be able to add tasks on-the-go whether you’re in a meeting, at lunch, or out of the office.
Client requests are now available on mobile as well. You’ll be able to create, send, and comment on client requests, and your clients will be able to comment on their end.
Learn more about tasks on mobile.
Learn more about client requests on mobile.
The ability to annotate PDFs without any external tools is coming soon to Canopy’s document management features.
Save time and streamline the notice resolution process by adding the ability to eSign an editable document within the Notice Tool.
Learn more about Notices eSign.
Soon contact information and information supplied through Canopy’s client survey will auto-populate on the administrative forms in the Notices Tool.
For more insight into what Canopy's working on, attend our next First Look webinar in October.
Want to see these features for yourself? Sign up for a personalized demo of Canopy with one of our product specialists. They’ll give you a guided tour and answer any questions you have about Practice Management or Tax Resolution.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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