CRM

Create a better experience.

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.

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360° view

360° view

See every file, email, and activity related to your client on one profile.

Built for accountants

Built for accountants

Link spouse and dependents’ profiles, securely store SSNs and EINs, and create tags for different case types.

Pick up where you left off

Pick up where you left off

Every team member can see the latest client activity at any time, so you can get up to speed in just a few seconds.

Easy client onboarding

Easy client onboarding

Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.

Effortless file exchange

Effortless file exchange

Send and receive files through the client portal with drag-and-drop simplicity. Grant and revoke client access to files with one click.

INTEGRATIONS (coming soon)

Connect your apps.

Connect Canopy to all your favorite apps for perfect synchronization. We’re always working towards integrating more software so you can streamline your workflows.

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Expansions

Different practices have different needs. We’re continuing to grow our list of expansions that you can add to any product so you can run your practice exactly the way you want.

CUSTOM BRANDING

Apply your paint

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.

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Apply your paint
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Your portal, your way

Tailor your client portal to your brand’s look and feel. Upload your logo, match color palettes, and create a professional login page.

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Say it with personality

Customize your invoices and over 90 types of email notifications, so all your client interactions are on brand.

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Branded domains

Apply a custom domain name for the complete experience. Your client portal and emails will use a web address unique to your brand.

eSIGN

Make it official

Conveniently collect electronic signatures and turn any document into a legally binding agreement.

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IRS ready— coming tax year 2018

Conveniently e-sign IRS Form 8879, so you can file returns electronically. Canopy’s verification methods meet all the strict IRS requirements.

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Make it official
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Instant agreements

Add electronic signatures to any document, no matter the format or file type. Simply upload your file, designate signatures, and click send.

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Seamless end-to-end experience

Deliver documents through a client portal, see the status of every contract, and get notified when clients sign.

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Secure and compliant

Rest easy knowing that every agreement is protected by bank-level security and client activity is recorded with audit trails.

Take it for
a test drive.

See what's possible with Canopy