PROJECT MANAGEMENT

Track time spent on each specific project with helpful dashboards that list billed and unbilled hours.
Whenever an assignee saves a time entry or runs the timer, the hours spent on the project will display
automatically. Budget hours to a specific project and then manage the amount of time your team bills to it.

CRM

Send an email to a group of your contacts or create a task that applies to several clients at once.

AUTOMATED FOLLOW-UP

When sending client requests, set up reminders at a frequency that works for you and your client. Those
reminders will keep sending automatically until your client either completes the request or the time duration you designated expires.

SECURE FILE EXCHANGE

In a recent survey we commissioned, data privacy was
the top concern among taxpayers whether they filed taxes with the help of an accountant or not. With
Canopy, you and your clients will have peace of mind.

CLOUD BASED DOC MANAGEMENT

Set up folder templates in Canopy to make sure each client’s file storage is uniform and easily navigable.

With the client portal, your client can upload their own documents and send them to you without having to
schedule any in-person appointments.

CONTACTS

You can not only view your client’s information but also any dependents they have listed. From one screen, you can:

• Upload a file

• Add a task

• Add a note
  

• Update contact and dependent information
  

SECURE CLIENT PORTAL ACCOUNTS, CUSTOMIZED TO YOUR BRAND

From the client portal your client can:

• eSign a document

• Send you questions directly
  

• View invoices
  

• Make a payment

• Complete client requests
  

• Fill out the client organizer
  

• Upload files