Manage your entire client lifecycle in one place.
Proposal to Payment, Faster
Use a single system to extend statements of work, track conversion of prospects, initiate project management, collect payments, and gain insights into the entire client journey with in-depth reporting.
Simplify Client Procedures
Tag clients & perform bulk actions, have uniform structure from client to client, and have clear delineation of roles & access. We're with Thoreau on the whole "simplify" thing (though we'd only say it once because, uh, simplicity).
Capture, Convert & Retain Clients
Deliver branded engagement letters, collect documents, and speed up client intake and onboarding with a branded & secure client portal—storing all relevant documents and workpapers directly on a client or prospect record.
Organize files into folders received from portal
Send forms and collect eSignatures (image on left)
Apply folder templates to organize and apply to individual clients
Make it easier to get individual client records into Canopy (print to/scan to)
Store internal-only files on client records
Share documents via secure portal or secure link
Directly create tasks from an email, attach an email to a task, and comment on tasks
Build singular and bulk client requests into automated workflows
Automate email updates based on task/work progress (image on left)
Create pooled/queued work with Role assignments
Simplify client creation processes with roles built in to client record templates
Manage payments per client: save client payment methods, process payments, set up recurring payments, process refunds, run payment reports
Run profitability report based on each client record (image on left)
View insights into payments on each client record
WIP for each client
Canopy is completely customizable and built just for accounting firms and their clients.
Sending professional, branded proposals makes you look as good as Travis Kelce next to Taylor Swift (or Patrick Mahomes, if that's more your thing).
The piece that separates Canopy from any other CRM. Improve client relationships and deliver services the way clients expect in 2024.
Love email or hate it, but try living without it? Hard pass. Canopy makes the best of it.
