Set up folder templates in Canopy to make sure each client’s file storage is uniform and easily navigable for you and your team. Includes Offer in Compromise, Currently Not Collectible, Installment Agreement, liens, and levies. Here are a few that have blossomed. Your client is also an integral part of maintaining good file organization. Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including: The client portal is available on both Android and iOS mobile devices. Display what matters most to you on the contact list with custom fields and saved group filters. Delegate tasks to team members and follow up easily by using Canopy’s workflow tools.
You clients can view their invoice history in the client portal. Client relationships should be collaborative. It’s not often you can get both a deep dive and a comprehensive overview of all your client’s vital information. Create and send one-time and recurring invoices. Canopy offers the tools for you to communicate effectively, track how your time is being spent, and provide an ideal client experience. The tiny software company that started nearly twenty years ago as 'Canopy' was the seed for a variety An audited SOC2 report is available upon request. Constantly calling and emailing your clients may not be a sustainable system when you need to keep casework progressing. There is no greater reward than helping someone else. Start a timer within Canopy to track the time devoted to any given project. Canopy Software, Inc. started in 1996 with the intention of creating innovative technology solutions to help make state government agencies more efficient with their business operations. See your team’s daily progress at a bird’s eye view. We strive for perfection, but believe no work is complete. heard, which we believe improves everything we create. Over the years, Canopy Software has turned short-term programming projects into full-fledged profitable business endeavors. You have the ability to see the status of every transaction while being able to filter by client name, date, fees, and more. In a recent survey we commissioned, data privacy was the top concern among taxpayers whether they filed taxes with the help of an accountant or not. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request. It makes the process simpler and less painful … Those reminders will keep sending automatically until your client either completes the request or the time duration you designated expires. Gather and organize your client’s tax information with an easy-to-follow survey without setting an intake appointment. Reach out to us. tenets: Love is the foundation for all we do. We strive for exceptional service and unbroken reliability with every customer we serve. Since its … Most requests, client portal invites, and other updates from Canopy are received by your client via email. Prolydian is a collaborative platform coupled with a qualified and seasoned management team working together to ensure a smooth and efficient exam development and administration process. Canopy’s cloud-based practice management tools include a downloadable desktop assistant that enables you to print and scan files directly to Canopy from your computer. Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. Keep up with clients and team by: Modernize how your clients interact with your firm. The best accounting firms have many things in common but one of the most important characteristics they share is organization. Along with adding assignees, you can add notes and reminders to each task. Also includes a dashboard overview and the ability to export to your books.
You and your clients also have the ability to save payment details for quick manual charges in the future. Creating the extraordinary takes collaboration.
Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow. We listen and understand. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device. We are committed to the security of your data. Display YTD revenue and outstanding invoices charts as well as dollar amounts for total invoices past due and total amount outstanding. Whenever an assignee saves a time entry or runs the timer, the hours spent on the project will display automatically. Authenticate your clients’ signatures by adding a Knowledge-Based Authentication process to eSign requests KBA credits are available in Canopy for just $1.25. All major credit cards including Visa, MasterCard, and American Express are accepted. Bill for recurring work by automatically charging clients rather than sending manual payment requests. It is creating Managing an accounting firm requires keeping everyone on the same page. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits. All great things take time. Have a question about our opportunities, work or services? Manage your firm from anywhere with your mobile device.
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