These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier. For your firm, staying competitive means finding tools that not only streamline your operations but also build better client relationships. That’s exactly what Canopy delivers—an all-in-one solution designed to empower your team and keep your clients happy. Here’s how we do it.
Scattered client conversations, client needs, and their documents, slow down your team and frustrate clients. Canopy’s client portal stores all interactions, emails, documents, and client to-do’s in one place, making it easy to gather what you need, work quickly, and keep your clients informed.
Benefits for Clients:
- Secure, effortless access with biometric login or secure links to specific tasks (e-signature, file share, etc.), without the need to log in
- Faster authorizations with eSignatures
- Seamless file uploads from a computer or mobile device
- Secure payments with saved payment details for quick, hassle-free transactions
- Centralized communication to manage all messaging and scheduling in one place
Benefits for Firms:
Repetitive tasks, missed reminders, and human errors can slow your team down. Canopy’s automated workflows and bulk action tools take the busywork off your plate so you can focus on what matters most, your clients.
Benefits for Clients:
- Timely updates and requests to keep clients informed and work moving along
- Faster onboarding with organizers and questionnaires to collect client tax information
- Positive experience because their projects are completed faster, with greater accuracy and reliability, thanks to the firm’s automated workflows
Benefits for Firms:
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Bulk task creation to generate identical tasks for a variety of clients using templates, assign team members, and set deadlines in one step
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Mass communication with bulk emails to streamline follow-ups or share important messages across your client base
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Automated reminders that reduce manual work and keep clients and staff on schedule
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Enhanced team coordination by assigning tasks, requests, or ownership to groups in one action, saving administrative time
Collecting and managing documents doesn’t need to be time-consuming. With Canopy’s cloud-based document management, all your files are securely collected and stored, easy to find, and simple to manage.
Benefits for Clients:
- Centralized access through the client portal or secure links, making it easy for clients to view and share documents anytime, anywhere
- Faster authorizations with eSignatures
- Secure sharing that protects client data without the hassle of logging into a portal
- Effortless collaboration by enabling clients to upload documents directly into organized folders
Benefits for Firms:
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Unlimited cloud storage to house and organize all files—client, internal, and personal—securely in one place
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Folder templates to quickly standardize and organize files across client accounts
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Bulk file management for copying, sharing, or managing multiple files in one step
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Integrated workflow tools with features like fillable PDFs, automated reminders, and recurring document requests
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Retention rules to automatically archive files and maintain compliance without manual effort
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In-app document annotation allows you to mark up files, leave comments, and provide real-time feedback without the need for external tools
Want to see document management in action?
Time is literally money, and with Canopy, you can manage and track them both. With our time and billing capabilities, you can manage hours, invoices, and payments—all in one place. Say goodbye to overdue invoices and lost billable minutes.
Benefits for Clients:
- Transparent digital invoices with detailed, easy-to-read breakdowns delivered directly through the client portal
- Simplified payments with options like ACH transfers or credit cards
- Timely reminders to make sure you never miss a payment
- No surprises through clear communication on billable time and expenses for mutual trust
Benefits for Firms:
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Effortless time tracking using built-in timers, letting you record billable minutes linked to clients or tasks
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Work-in-progress (WIP) reports to track unbilled work, employee rate totals, and fixed service rate totals—giving you a clear view of your revenue potential
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Custom invoicing to create professional invoices tailored to your client’s needs
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Seamless payments with secure collection for faster revenue and the option to pass on credit card fees
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Insightful reporting with live data dashboards to analyze capacity, profitability, productivity, and more
Navigating tax challenges can feel like solving an unsolvable puzzle. But with Canopy’s Tax Resolution, Transcripts, and Notices features, you have all the tools you need to resolve cases confidently. From automated transcript retrieval to IRS notice workflows, you’ll be able to handle even the most daunting tax challenges.
Benefits for Clients:
- Quick assessments with automated calculations and transcript retrieval to evaluate the best course of action for each client
- Secure collaboration through the client portal for sharing sensitive documents or filing questionnaires
- Proactive updates by leveraging transcript comparisons to identify changes or potential notices before the client shares the notice
- Comprehensive support by covering collections, penalties, or spousal relief cases, with data-backed accuracy
Benefits for Firms:
- Automated transcript pulls to retrieve updated records effortlessly, saving time on (extremely) repetitive tasks
- Bulk transcript retrieval for managing clients at scale with few clicks. (You can try it for free here!)
- Integrated IRS data to quickly gather insights and build resolutions tailored to each case
- Customizable case templates to guide you step-by-step through any tax resolution situation
Why Choose Canopy?
At the heart of Canopy is a commitment to helping you put clients first. Every solution, feature, and integration has been crafted to reduce stress for firms and improve the overall client experience. With Canopy, you can unlock faster turnaround times, clearer communication, and streamlined workflows to benefit everyone involved.
Ready to build stronger client relationships? Book a demo today
