Product Tutorials

PM hero4

CLIENT RELATIONSHIPS

  • Client Requests

    Automatically remind clients about items that you need to take care of them.

  • Client Portal Invites

    Quickly invite clients and collaborators to Canopy to securely share files and documents.

  • Custom Fields and Tags

    Organize and keep your contacts ordered in Canopy by using tags and custom fields.


Document Management

  • Organizing Client Files

    Organize and sort the files a client has uploaded through the client portal.

  • Making Files Visible to Clients

    Quickly share files and notify clients with a few clicks.

  • Internal Files

    Learn how to manage and access all personal, team, and client files from one place.

  • Folder Templates

    Templates allow you to quickly add folder hierarchies to clients to stay organized.

  • Esignature

    Speed up the time it takes to get signatures from your clients.


Payments & Invoicing

  • Creating Invoices

    Create and edit customizable invoices for your clients.

  • Recurring Invoicing and Payments

    Recurring invoices allow you to set custom schedules to automatically invoice clients for recurring services.

  • Payments Applications

    Get paid faster from your clients, store client payment information, set up recurring payments, and have clients securely manage their own payment methods.

  • Manually Adding Payments

    Manually add payments to invoices that have already been created for your contact.


Time & Billing

  • Time Tracking

    Easily track your team’s billable and administrative time.

  • Time & Billing Reports

    Accurately track where you are allocating your time and billing.


Workflow

  • Tasks Dashboard

    See every moving piece at a glance with the Tasks Dashboard.

  • Task Templates

    Deliver consistent results with task templates to standardize service offerings throughout your firm.

  • Recurring Tasks

    Automate recurring tasks and set reminders to keep your team on track.


CLIENT RELATIONSHIPS

  • Client Portal Invites

    Quickly invite clients and collaborators to Canopy to securely share files and documents.

  • Client Requests

    Automatically remind clients about items that you need to take care of them.

  • Custom Fields and Tags

    Organize and keep your contacts ordered in Canopy by using tags and custom fields


Document Management

  • Organizing Client Files

    Organize and sort the files a client has uploaded through the client portal.

  • Making Files Visible to Clients

    Quickly share files and notify clients with a few clicks.

  • Internal Files

    Learn how to manage and access all personal, team, and client files from one place.

  • Folder Templates

    Templates allow you to quickly add folder hierarchies to clients to stay organized.

  • Esignature

    Speed up the time it takes to get signatures from your clients.


Payments & Invoicing

  • Creating Invoices

    Create and edit customizable invoices for your clients.

  • Recurring Invoicing and Payments

    Recurring invoices allow you to set custom schedules to automatically invoice clients for recurring services.

  • Payments Applications

    Get paid faster from your clients, store client payment information, set up recurring payments, and have clients securely manage their own payment methods.

  • Manually Adding Payments

    Manually add payments to invoices that have already been created for your contact.


Time & Billing

  • Time Tracking

    Easily track your team’s billable and administrative time.

  • Time & Billing Reports

    Accurately track where you are allocating your time and billing.


Workflow

  • Tasks Dashboard

    See every moving piece at a glance with the Tasks Dashboard.

  • Task Templates

    Deliver consistent results with task templates to standardize service offerings throughout your firm.

  • Recurring Tasks

    Automate recurring tasks and set reminders to keep your team on track.