10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

Welcome to demo day with Jason Staats! In this video, Jason dives into Canopy, a practice management software that will revolutionize your workflow. Here are ten indispensable features that you'll wonder how you ever lived without.

1. Bulk Actions

Say goodbye to repetitive tasks with Canopy's bulk actions. You can filter clients based on custom fields, select a group, and perform actions like sending a bulk email promotion. This feature streamlines your communications and boosts efficiency.

2. AI-Powered Emails

Harness the power of AI to craft perfect emails. Canopy's AI assistant drafts emails, corrects grammar, and tailors the tone to fit your needs. Whether you need to request documents or send a professional update, AI ensures your messages are clear and polished.

3. Task Templates

Simplify task management with dynamic task templates. Assign tasks to roles instead of individuals, automate email notifications upon task completion, and set recurring schedules. Canopy's templates save time and ensure consistency in your workflows.

4. Client Portal

Enhance client interactions with Canopy's client portal. Available as a web or mobile app, it allows clients to exchange, scan, and sign documents, process payments, and more. A branded, user-friendly portal improves client satisfaction and engagement.

5. Secure Links

Simplify document sharing with secure links. Clients can easily upload files without logging into the system, reducing frustration and making document submission a breeze.

6. Work Pools

Manage workloads efficiently with work pools. View tasks assigned to specific roles, and easily assign projects to yourself or others. This feature helps balance workloads and ensures no task is overlooked.

7. Getting Paid

Streamline invoicing with customizable billing rates. Set rates by service type, user, or firm-wide default, and create invoices with a few clicks. Clients receive notifications via the portal and can pay directly, speeding up your cash flow.

8. Big Wins Dashboard

Visualize your firm's performance with the task dashboard. Pre-built visualizations and custom alerts help you track capacity, progress, and key metrics. Stay informed and proactive with data-driven insights.

9. Insights

Leverage Canopy's new Insights feature for deep data analysis. Perform custom searches on your firm data, create metrics, and combine datasets for comprehensive views. It's like having a personalized search engine for your firm's data.

10. Custom Automations

Boost productivity with Canopy's custom automations. Use if-this-then-that logic to automate routine tasks, notifications, and more. Automations ensure consistent follow-ups and reduce manual effort.

Canopy is transforming the way firms manage their practice, combining AI's power with comprehensive data management. Explore more about Canopy and other essential tools in our weekly series.