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Advanced Document Management

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Rotate, Move, Delete, and Combine PDF files 

With Canopy's new Advanced Document Management, you no longer need Adobe Acrobat and can have all of the document management functionality you need, without ever leaving the Canopy platform.  While Canopy's client portal makes it easy to request documents from your clients, you never know what the documents are actually going to look like.  Whether they are sideways, upside down, incomplete, or not combined, you now have a way to manage documents within Canopy.

PDF annotations let you mark up a document internally, leaving notes for your team on what's been completed and what needs their attention.  Mark up a document internally within Canopy, and annotations are stored on a different layer so that you can send a clean version to clients without having to go back and manually remove all of the annotations.   

No more back and forth with Adobe, do it all in the Canopy platform, saving time and keeping your team on the same page to ensure accuracy.  Document Management Software is just one of the ways that Canopy helps you spend less time on mundane tasks, and more time on meaningful client work.

The benefits of our Advanced Document Management functionality:

  • PDF Annotations that allow your team to collaborate on client documents
  • Rotate, delete, move and combine files 
  • No need to download and re-upload files, this functionality is entirely within Canopy's easy to use platform
  • You don't need to buy an additional PDF manipulation tool like Adobe Acrobat
  • Everything is in one place
  • Coming very soon: Fillable PDF's

Advanced Document Management is just a small part of Canopy's practice management suite.  

Canopy is a full-suite practice management solution for accountants.  Canopy offers project management, document management, and seamless client communications tools all in one cloud-based platform.  

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