CRM & Client Portal
Automatically remind clients about items that you need to take care of them.
Quickly invite clients and collaborators to Canopy to securely share files and documents.
Organize and keep your contacts ordered in Canopy by using tags and custom fields.
Document Management
Organize and sort the files a client has uploaded through the client portal.
Quickly share files and notify clients with a few clicks.
Learn how to manage and access all personal, team, and client files from one place.
Templates allow you to quickly add folder hierarchies to clients to stay organized.
Speed up the time it takes to get signatures from your clients.
Payments & Invoicing
Create and edit customizable invoices for your clients.
Recurring invoices allow you to set custom schedules to automatically invoice clients for recurring services.
Get paid faster from your clients, store client payment information, set up recurring payments, and have clients securely manage their own payment methods.
Manually add payments to invoices that have already been created for your contact.
Time & Billing
Easily track your team’s billable and administrative time.
Accurately track where you are allocating your time and billing.
Workflow
See every moving piece at a glance with the Tasks Dashboard.
Deliver consistent results with task templates to standardize service offerings throughout your firm.
Automate recurring tasks and set reminders to keep your team on track.
CRM & CLIENT PORTAL
Quickly invite clients and collaborators to Canopy to securely share files and documents.
Automatically remind clients about items that you need to take care of them.
Organize and keep your contacts ordered in Canopy by using tags and custom fields
Document Management
Organize and sort the files a client has uploaded through the client portal.
Quickly share files and notify clients with a few clicks.
Learn how to manage and access all personal, team, and client files from one place.
Templates allow you to quickly add folder hierarchies to clients to stay organized.
Speed up the time it takes to get signatures from your clients.
Payments
Create and edit customizable invoices for your clients.
Recurring invoices allow you to set custom schedules to automatically invoice clients for recurring services.
Get paid faster from your clients, store client payment information, set up recurring payments, and have clients securely manage their own payment methods.
Manually add payments to invoices that have already been created for your contact.
Time & Billing
Easily track your team’s billable and administrative time.
Accurately track where you are allocating your time and billing.
Workflow
See every moving piece at a glance with the Tasks Dashboard.
Deliver consistent results with task templates to standardize service offerings throughout your firm.
Automate recurring tasks and set reminders to keep your team on track.
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