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Feature Updates: Client Requests in the Task Workspace, Recurring Payments (Clone)

We’ve been working hard to bring you feature updates to improve your workflow efficiency and client communications.

1 min read

Weldon McKenzie

Weldon McKenzie

With tax season 2020 quickly approaching, we’ve been working hard to bring you a couple of new features to improve both your workflow efficiency and client communications for this busy time of year. Let’s take a look at some of the updates we have added to the platform this month.

Client requests in the task workspace

We’re excited to announce that with the release of client requests in the task workspace, the process of assigning a request to a client profile has never been easier! With this update, you are now able to build a client request directly into a task within Canopy. Simply create a task and add a client request as a subtask. Once the client request is created, you are able to send and receive files as usual as well as communicate seamlessly with your client within the request.

Client Request

Client requests in the task workspace reduces the steps needed to create a client request, bolsters lines of communication between you and your client, and improves your overall workflow.

Recurring payments

Following popular demand, the ability to schedule recurring payments is finally here! Coming on the heels of our native payment solution, Canopy Payments, you are now able to set custom schedules directly to recurring invoices to automatically charge clients for your services. Recurring payments allows you to start, stop, and change details and payment information at any time, giving you the flexibility to tailor each payment and invoice with ease. Take the worry out of your monthly billing responsibilities and free up the time to focus on your client’s needs.

Recurring Payments

We know that every little detail matters to you and your clients during this stressful time of year. By simplifying client requests and implementing scheduled payments into Canopy, we hope that you are able to further streamline your workflow and provide exceptional service to your clients.

Want to see more of Canopy's functionality? Sign up for a demo here.

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96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

  • CHRIS T.

    This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

  • Bernadette S.

    The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

  • Mark B.

    Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.

  • Antonietta C.

    It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.

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