Secure Document Storage

Canopy makes sure you always have enough easy-access storage — it's like the world's most organized and secure garage. 

Keep document uploads quick and easy. Canopy allows stakeholders with the secure link to upload any documents to the system, no need to login through the client portal. Never run out of storage, never lose a document, and keep all your clients happy. 

Canopy doesn’t just make accounting easier for you; we do the same for your clients—with the ability to easily upload files to Canopy via our user-friendly (and secure and customizable) client portal.

You handle a lot of sensitive documents—both client and internal. At Canopy, we take it seriously to protect this data in transit and at rest. We utilize AWS servers and leverage their highly secure methods to protect that data that you store in Canopy. We also regularly back-up our database as an additional safeguard. Should you wish to backup any file, it’s easy to download and save it locally.