Facilitate better (and faster) interactions with Canopy.
Utilize internal commenting tools to discuss, tag, and inform other team members.
Leverage technology to manage & automate tasks, status updates, email & due date reminders, and project handoffs.
Record and view client notes and activity log history.
Annotate client documents for internal eyes only.
Manage documents with a virtual drive or desktop assistant.
Manage your email communications directly inside your practice management tool.
Create tasks directly from client email correspondence.
Gain more context on your clients by centralizing email threads and connecting them to each client record.
Generate professional emails within minutes using AI.
Add new emails directly to a task for quick reference and record keeping.
Centralize all client requests, document gathering, and communication in a secure, branded client portal.
Offer convenient options for clients to view invoices and pay within minutes—whether by mobile or computer.
Automate reminders for upcoming due dates, invoices, or status changes to keep clients informed.
Reduce friction by gathering eSignatures and documents (or sharing them) using secure links.
Quickly prepare and send engagement letters and proposals to prospects.
Save time by automating work when a proposal is accepted.
Clearly communicate services, expectations, timelines, and cost of services.
Easily collect eSignatures and process payments.
Mitigate scope creep with templatized proposals and engagement workflows.
Utilize internal commenting tools to discuss, tag, and inform other team members.
Leverage technology to manage & automate tasks, status updates, email & due date reminders, and project handoffs.
Record and view client notes and activity log history.
Annotate client documents for internal eyes only.
Manage documents with a virtual drive or desktop assistant.
Manage your email communications directly inside your practice management tool.
Create tasks directly from client email correspondence.
Gain more context on your clients by centralizing email threads and connecting them to each client record.
Generate professional emails within minutes using AI.
Add new emails directly to a task for quick reference and record keeping.
Centralize all client requests, document gathering, and communication in a secure, branded client portal.
Offer convenient options for clients to view invoices and pay within minutes—whether by mobile or computer.
Automate reminders for upcoming due dates, invoices, or status changes to keep clients informed.
Reduce friction by gathering eSignatures and documents (or sharing them) using secure links.
Quickly prepare and send engagement letters and proposals to prospects.
Save time by automating work when a proposal is accepted.
Clearly communicate services, expectations, timelines, and cost of services.
Easily collect eSignatures and process payments.
Mitigate scope creep with templatized proposals and engagement workflows.
Canopy’s practice management software helps your firm make an impressive first impression and then create lasting client satisfaction. It also facilitates better internal interactions (which result in higher employee engagement and retention). With Canopy, you're not just raising the bar in your practice; you're elevating communication and collaboration to new heights.
