Cloud Storage

Manage and access all personal, team, and client files from one place, no matter where you are. Organize files with custom folder structures and drag-and-drop simplicity. Every file is indexed and just a search away.

 

Save everything with unlimited storage.

Ditch the limits of data ceilings and file cabinets. Save any size or type of file with complete peace of mind.

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File Exchange

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

 

Give clients 24/7 access.

Empower clients with online access to important documents such as tax forms, invoices, and other records.

Secure every document.

All files are encrypted with bank-level security and require password protection to gain access.

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Intuitive File Management

Automatically organize client-uploaded files to their specific folders and get notified the moment your client uploads a file you’ve been waiting for. Create folder templates for consistent organization and so you can create new folders in bulk for every client.

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“The time we have been able to save with Canopy’s features is priceless, and their support is second to none! Never have I been able to get answers to my questions so quickly.”
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Take it for
a test drive.

See what’s possible with Canopy.