CRM FOR ACCOUNTANTS

Structure and relate your client data in a flexible and organized manner. Store as many contacts as you’d like and relate them to one or many clients. From there, group clients to indicate relationships and make for easy group billing. Each list is filterable and sortable with any data point or combination of data points—including custom fields.

Data can be viewed in list format (contact, client, or client group), or directly on a client record.

The foundation of Canopy is built around clients because we understand that they're also the foundation of your business and workday. The Client Record is an easy place to collaborate—leave notes, access emails from the client (no worries if you weren’t CC’ed), check files, see projects & tasks, send invoices, etc.

No more siloed emails. No more delayed work because a client or colleague forgot to hit “reply all.” All communications between clients and members of your firm will be saved to their record, giving you a holistic view of any communications with that customer.

Filter your client list to narrow to a segment of clients that all need the same work done, whether that’s sending a client request, sending an email, adding a tag, assigning an owner, whatever. The more modules you have paired with Client Management, the more you can do (i.e. create tasks, apply a folder template, etc).

Manage all of your communication in Canopy. Sync your email to bring emails into Canopy and attach those emails to client records. Share your inboxes for firm-wide email management. Keep all internal communication in context. Comment on emails and mention colleagues.

“I love email,” said no one ever. That's because, besides being a pain to manage, email is a colossal time suck—especially if you want to write them well and avoid any unnecessary back and forth. Canopy's solution? Let Canopy AI write the email for you. With Canopy AI, you can insert prompts or topics and have a professional email drafted in seconds. Don't like how it's phrased? No worries. Simply revise it to be more formal, more casual, more you. Prefer writing the email yourself, but need some corrections? Take care of all grammar and spelling errors with one click.