Not all CRMs are made for accountants. (Canopy is not all CRMs, fortunately.)
Traditional CRMs, like Zoho, are built for sales-heavy organizations. Track leads. Close deals. Convert accounts. Accountants, like yourself, don’t have the outbound heavy work that traditional sales functions require. You’re an in-demand expert. You develop and maintain close relationships and often get new clients via word of mouth. So it only makes sense that you use a system that works the way you do, without paying for features you’re simply not going to use. Canopy’s CRM was custom-built for the way accounting firms work.
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Segmentable client list |
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Client hierarchy |
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Integrated email |
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Customized client details |
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Client data & analytics |
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Internal chat & @ mentions |
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Client Portal |
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Engagements & Proposals |
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Straightforward pricing & packaging |
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Made specifically for accountants |
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Customized layouts |
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Marketing automation |
Segmentable client list
Client hierarchy
Integrated email
Customized client details
Client data & analytics
Internal chat & @ mentions
Client Portal
Engagements & Proposals
Straightforward pricing & packaging
Made specifically for accountants
Customized layouts
Marketing automation
4.5 stars on Capterra
With Canopy, you don't just get a CRM. Because we know that managing client relationships isn’t just about moving someone through a pipeline. It’s about proposing work and accepting a legal document. It’s about automating work. It’s about assigning work. It’s about having everything in one place for each client. Emails, notes, documents, invoices, tasks. Yes, you need a CRM. But you deserve more than that.
It's built for accountants
Sure, we have some correlating features with other CRMs. But the way our CRM is built? It's different. This is not a solution retr0-fitted for accountants in some slapdash way. Canopy specializes in design specific to accountants’ pains and needs. Organize and group your clients just how you like to. Build email, client portal invitation, and client profile templates to help you smooth any repetitive administrative tasks.
Manage documents like a pro
Linking files with a client profile isn’t enough. You need to annotate, mark, and comment on those documents. You need to store documents relative to that client that only the firm needs to see. Oh, and you need to collect signatures. Don’t forget KBAs. When we say Canopy is custom-built for accountants and your needs, we mean it.
Secure client interactions
Use a client portal that will serve you and your clients exactly how you need it. With requests, automated reminders, comments, document sharing, eSignatures, payments—all at security levels that will have you sleeping like a baby.
