Create a more connected experience for your clients and a more collaborative environment for your employees.
Onboard clients with an easy-to-use portal where they’ll have access to everything relevant to their case including checklists, deadlines, and files.
Keep engagements moving forward by sending client requests for data or action. Set auto reminders and track approval status so you can spend less time chasing down files.
Collect payments through the portal and provide a complete transaction history.
Connect your email with Canopy to see every communication between your practice and your client in one place.
Send big updates, new offerings or important tax legislation updates through personalized bulk emails. Then track the performance with email analytics.
Automate repetitive emails with customizable templates for team and individual use.
Choose from our list of templates and boilerplate text or save your own. Pull from these to create and send personalized letters to your contacts in just a few clicks.
Place e-signatures anywhere on your letter to get binding approval without all the back and forth.
Seamlessly send letters through the client portal, set client reminders, and get notified when clients sign.
See every moving piece of your practice at a glance. Know the status of every project and see every team member’s workload.
See outstanding tasks, who’s responsible and get status notifications when projects are ready for a smooth handoff.
Create task templates so you can standardize service offerings and processes. We’ll manage recurring tasks and send reminders so you can focus on your clients.
Integrate with your Google and Outlook calendars, so events are automatically synced no matter which calendar you create or edit in.
See exactly what you need to focus on each day with a full view of your calendar, events, and outstanding tasks in one place.
Automatically connect events to client profiles so every team member can see a client’s progress and schedules.
Manage and access all personal, team, and client files from one place, no matter where you are.
Ditch the limits of data ceilings and file cabinets. Save any size or type of file with complete peace of mind.
Organize files with custom folder structures and drag-and-drop simplicity. Every file is indexed and just a search away.
Send and receive files through the client portal with drag-and-drop simplicity. Grant and revoke client access to files with one click.
Empower clients with online access to important documents such as tax forms, invoices, and other records.
All files are encrypted with bank-level security and require password protection to gain access.
Automatically organize client-uploaded files to their specific folders.
Get notified the moment your client uploads a file you’ve been waiting for.
Seamlessly connect your documents with every element of your practice. Whether you’re addressing a notice or solving a tax resolution case.
Track the time you spend on a project from anywhere in the app and seamlessly connect the data to your client’s profile.
Automatically fill invoices with client details so you can collect payments through the client portal.
Gain key insights into your business with time and revenue reports for each client, service, and practitioner.
Receive payments online and automatically make deposits to your bank account.
Get a comprehensive look at your finances. See outstanding payments, track overdue invoices, and gain visibility into revenue streams.
Bring the entire billing process into one place. Seamlessly track time, create invoices, collect payments, and manage your financial affairs.
Canopy offers unlimited file storage with no restrictions on file size or type.
No, you can create custom templates and set up recurring tasks to accelerate and automate your processes.
Canopy integrates with Google, Microsoft Exchange, Office 365, Outlook, Yahoo, AOL, Comcast, and other IMAP providers.