Every Canopy product comes with customer relationship management tools to help you keep contacts organized and to help build more collaborative experiences for your clients.
See every file, email, and activity related to your client on one profile.
Link spouse and dependents’ profiles, securely store SSNs and EINs, and create tags for different case types.
Every team member can see the latest client activity at any time, so you can get up to speed in just a few seconds.
Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.
Send and receive files through the client portal with drag-and-drop simplicity. Grant and revoke client access to files with one click.
Make your brand shine with every interaction, from your client portal to your emails. Create professional designs in minutes with a full array of customization options.Read More
Tailor your client portal to your brand’s look and feel. Upload your logo, match color palettes, and create a professional login page.
Customize your invoices and over 90 types of email notifications, so all your client interactions are on brand.
Apply a custom domain name for the complete experience. Your client portal and emails will use a web address unique to your brand.
Conveniently collect electronic signatures and turn any document into a legally binding agreement.
Conveniently e-sign IRS forms 8879 and 8878, so you can file returns and extensions electronically. Canopy meets all the strict IRS requirements including knowledge-based authentication.Read More
Add electronic signatures to any document, no matter the format or file type. Simply upload your file, designate signatures, and click send.
Deliver documents through a client portal, see the status of every contract, and get notified when clients sign.
Rest easy knowing that every agreement is protected by bank-level security and client activity is recorded with audit trails.