Canopy: The Accounting Software for Your Firm
This 25 minute video will give you a top to bottom look at how Canopy works and how it can help benefit your firm.
Take a high-level view of how Canopy is organized, and how to start working efficiently in your firm.
An in-depth overview of how to configure personal settings, connect email, and setup company information.
CRM & Client Portal
Learn to manage your clients in bulk, sort and filter, and manage client records.
Learn to quickly communicate with clients using Canopy Client Portal, Client Requests, and integrated email communication.
Introduction to the Canopy Client Portal and how clients can accomplish tasks, upload files, and make payments.
Learn how the QuickBooks® Online integration works, and how to configure it correctly with your Canopy account.
Document Management
Explore how to move files in and out of Canopy easily and in bulk.
Manage files inside Canopy with annotations and PDF document management.
Learn to edit files using your native desktop software and allow Canopy to take care of updating version and storing the files.
Time & Billing
Configure your Canopy account to create accurate reports and record the correct information for time tracking and billing.
View dashboards, invoice statuses, and more at a glance, as well as reporting on time, billing, and payments.
View billable time, track productivity of team members and projects, and bill using the WIP report.
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.
Tax Resolution
Handle notices from the IRS with ease and efficiency.
Be the hero for your clients and help them handle their collections cases.
Canopy: The Accounting Software for Your Firm
This 25 minute video will give you a top to bottom look at how Canopy works and how it can help benefit your firm.
Take a high-level view of how Canopy is organized, and how to start working efficiently in your firm.
An overview of how to configure personal settings.
Learn how to sync your email and calendar to your Canopy Account.
CRM & CLIENT PORTAL
Learn how to use Comments to communicate quickly with team members.
Learn to manage your clients in bulk, sort and filter, and manage client records.
Learn to quickly communicate with clients using Canopy Client Portal, Client Requests, and integrated email communication.
Introduction to the Canopy Client Portal and how clients can accomplish tasks, upload files, and make payments.
Learn how the QuickBooks® Online integration works, and how to configure it correctly with your Canopy account.
Learn how to use bulk actions to send multiple client requests to many clients all at once.
Document Management
Learn how to manage your documents using the Canopy Virtual Drive
Explore how to move files in and out of Canopy easily and in bulk.
Manage files inside Canopy with annotations and PDF document management.
Learn to edit files using your native desktop software and allow Canopy to take care of updating version and storing the files.
Time & Billing
Configure your Canopy account to create accurate reports and record the correct information for Billing and Invoicing.
View dashboards, invoice statuses, and more at a glance, as well as reporting on time, billing, and payments.
View billable time, track productivity of team members and projects, and bill using the WIP report.
Workflow
Learn the basics of Automation to set conditions and actions on your Tasks, Subtasks, and Client Requests.
Learn how to apply several favorite Automation setups!
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.
Tax Resolution
Handle notices from the IRS with ease and efficiency.
Be the hero for your clients and help them handle their collections cases.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.
