{"id":115064,"date":"2025-02-28T10:29:02","date_gmt":"2025-02-28T10:29:02","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/how-canopy-helps-you-put-clients-first\/"},"modified":"2025-02-28T10:29:02","modified_gmt":"2025-02-28T10:29:02","slug":"how-canopy-helps-you-put-clients-first","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=115064","title":{"rendered":"How Canopy Helps You Put Clients First"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"hs_cos_wrapper_post_body\">\n<p style=\"font-size: 18px;\"><span style=\"color: #000000;\">These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that <span style=\"font-style: italic;\">actually <\/span>makes their lives easier. For your firm, staying competitive means finding tools that not only streamline your operations but also build better client relationships. That\u2019s exactly what <a href=\"https:\/\/www.getcanopy.com\/\" rel=\"noopener\" target=\"_blank\">Canopy<\/a><\/span><span style=\"color: #000000;\"><a href=\"https:\/\/www.getcanopy.com\/\" rel=\"noopener\" target=\"_blank\">\u00a0<\/a>delivers\u2014an all-in-one solution designed to empower your team and keep your clients happy. Here\u2019s how we do it.<\/span><\/p>\n<p><!--more--><\/p>\n<p style=\"font-size: 18px;\">\u00a0<\/p>\n<p><span style=\"color: #000000;\">Scattered client conversations, client needs, and their documents, slow down your team and frustrate clients. Canopy\u2019s client portal stores all interactions, emails, documents, and client to-do\u2019s in one place, making it easy to gather what you need, work quickly, and keep your clients informed.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">Benefits for Clients:<\/span><\/span><\/p>\n<ul style=\"line-height: 1;\">\n<li><span style=\"color: #000000;\"><strong>Secure, effortless access<\/strong> with biometric login or <a href=\"https:\/\/www.getcanopy.com\/secure-links\" rel=\"noopener\" target=\"_blank\">secure links<\/a> to specific tasks (e-signature, file share, etc.), without the need to log in<\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>Faster authorizations<\/strong> with <a href=\"https:\/\/www.getcanopy.com\/electronic-signature-software\" rel=\"noopener\" target=\"_blank\">eSignatures<\/a><\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>Seamless file uploads<\/strong> from a computer or mobile device<\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>Secure payments<\/strong> with saved payment details for quick, hassle-free transactions<\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>Centralized communication<\/strong> to manage all messaging and scheduling in one place<\/span><\/li>\n<\/ul>\n<p style=\"font-weight: bold;\">Benefits for Firms:<\/p>\n<p>\u00a0<\/p>\n<div class=\"hs-embed-wrapper\" data-service=\"youtube\" data-responsive=\"true\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0; max-width: 540px; min-width: 256px; display: block; margin: auto;\">\n<div class=\"hs-embed-content-wrapper\">\n<p>\n    <iframe loading=\"lazy\" title=\"Angie Lucas Case Study\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/blW0PuZmVSo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><br \/>\n    <\/iframe>\n<\/p>\n<\/div>\n<\/div>\n<h2>\u00a0<\/h2>\n<h2>\u00a0<\/h2>\n<p>Repetitive tasks, missed reminders, and human errors can slow your team down. Canopy\u2019s <a href=\"https:\/\/www.getcanopy.com\/accounting-workflow-automation\" rel=\"noopener\" target=\"_blank\">automated workflows<\/a> and bulk action tools take the busywork off your plate so you can focus on what matters most, your clients.<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">Benefits for Clients:<\/span><\/span><\/p>\n<ul style=\"line-height: 1;\">\n<li><strong>Timely updates<\/strong> and requests to keep clients informed and work moving along<\/li>\n<li><strong>Faster onboarding <\/strong>with organizers and questionnaires to collect client tax information<\/li>\n<li><strong>Positive experience<\/strong> because their projects are completed faster, with greater accuracy and reliability, thanks to the firm\u2019s automated workflows\u00a0<\/li>\n<\/ul>\n<p style=\"font-weight: bold;\">Benefits for Firms:<\/p>\n<ul>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Bulk task creation<\/span> to generate identical tasks for a variety of clients using templates, assign team members, and set deadlines in one step<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Mass communication<\/span> with bulk emails to streamline follow-ups or share important messages across your client base<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Automated reminders <\/span>that reduce manual work and keep clients and staff on schedule<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Enhanced team coordination<\/span> by assigning tasks, requests, or ownership to groups in one action, saving administrative time<\/p>\n<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=4096&amp;height=1676&amp;name=Group%2015-1.png\" width=\"4096\" height=\"1676\" loading=\"lazy\" alt=\"Group 15-1\" style=\"height: auto; max-width: 100%; width: 4096px;\" srcset=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=2048&amp;height=838&amp;name=Group%2015-1.png 2048w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=4096&amp;height=1676&amp;name=Group%2015-1.png 4096w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=6144&amp;height=2514&amp;name=Group%2015-1.png 6144w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=8192&amp;height=3352&amp;name=Group%2015-1.png 8192w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=10240&amp;height=4190&amp;name=Group%2015-1.png 10240w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Group%2015-1.png?width=12288&amp;height=5028&amp;name=Group%2015-1.png 12288w\" sizes=\"auto, (max-width: 4096px) 100vw, 4096px\"\/><\/p>\n<h2>\u00a0<\/h2>\n<p>Collecting and managing documents doesn\u2019t need to be time-consuming. With Canopy\u2019s cloud-based document management, all your files are <a href=\"https:\/\/www.getcanopy.com\/document-management\/document-storage\" rel=\"noopener\" target=\"_blank\">securely collected and stored<\/a>, easy to find, and simple to manage.\u00a0<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">Benefits for Clients:<\/span><\/span><\/p>\n<ul style=\"line-height: 1;\">\n<li><strong>Centralized access<\/strong> through the client portal or <a href=\"https:\/\/www.getcanopy.com\/secure-links\" rel=\"noopener\" target=\"_blank\">secure links<\/a>, making it easy for clients to view and share documents anytime, anywhere<\/li>\n<li><strong>Faster authorizations<\/strong> with <a href=\"https:\/\/www.getcanopy.com\/electronic-signature-software\" rel=\"noopener\" target=\"_blank\">eSignatures<\/a><\/li>\n<li><strong>Secure sharing<\/strong> that protects client data without the hassle of logging into a portal<\/li>\n<li><strong>Effortless collaboration <\/strong>by enabling clients to upload documents directly into organized folders<\/li>\n<\/ul>\n<p style=\"font-weight: bold;\">Benefits for Firms:<\/p>\n<ul>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Unlimited cloud storage<\/span> to house and organize all files\u2014client, internal, and personal\u2014securely in one place<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Folder templates<\/span> to quickly standardize and organize files across client accounts<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Bulk file management<\/span> for copying, sharing, or managing multiple files in one step<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Integrated workflow tools<\/span> with features like fillable PDFs, automated reminders, and recurring document requests<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Retention rules<\/span> to automatically archive files and maintain compliance without manual effort<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">In-app document annotation<\/span> allows you to mark up files, leave comments, and provide real-time feedback without the need for external tools<\/p>\n<\/li>\n<\/ul>\n<p style=\"font-weight: normal;\">Want to see document management in action?<\/p>\n<p><!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-8050e9e9-b95c-41c3-a143-7281c4a3182f\"><span class=\"hs-cta-node hs-cta-8050e9e9-b95c-41c3-a143-7281c4a3182f\" id=\"hs-cta-8050e9e9-b95c-41c3-a143-7281c4a3182f\"><!--[if lte IE 8]>\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n<![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/2675296\/8050e9e9-b95c-41c3-a143-7281c4a3182f\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-8050e9e9-b95c-41c3-a143-7281c4a3182f\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/2675296\/8050e9e9-b95c-41c3-a143-7281c4a3182f.png\" alt=\"Take a Tour\"\/><\/a><\/span><\/span><!-- end HubSpot Call-to-Action Code --><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>Time is literally money, and with Canopy, you can manage and track them both. With our <a href=\"https:\/\/www.getcanopy.com\/time-and-billing\/billing-and-invoicing\" rel=\"noopener\" target=\"_blank\">time and billing capabilities<\/a>, you can manage hours, invoices, and payments\u2014all in one place. Say goodbye to overdue invoices and lost billable minutes.<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">Benefits for Clients:<\/span><\/span><\/p>\n<ul style=\"line-height: 1;\">\n<li><strong>Transparent digital invoices<\/strong> with detailed, easy-to-read breakdowns delivered directly through the client portal<\/li>\n<li><strong>Simplified payments<\/strong> with options like ACH transfers or credit cards<\/li>\n<li><strong>Timely reminders<\/strong> to make sure you never miss a payment<\/li>\n<li><strong>No surprises <\/strong>through clear communication on billable time and expenses for mutual trust<\/li>\n<\/ul>\n<p style=\"font-weight: bold;\">Benefits for Firms:<\/p>\n<ul>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Effortless time tracking<\/span> using built-in timers, letting you record billable minutes linked to clients or tasks<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Work-in-progress (WIP) reports<\/span> to track unbilled work, employee rate totals, and fixed service rate totals\u2014giving you a clear view of your revenue potential<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Custom invoicing<\/span> to create professional invoices tailored to your client&#8217;s needs<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Seamless payments<\/span> with secure collection for faster revenue and the option to pass on credit card fees<\/p>\n<\/li>\n<li aria-level=\"1\">\n<p style=\"font-size: 18px;\"><span style=\"font-weight: bold;\">Insightful reporting<\/span> with live data dashboards to analyze capacity, profitability, productivity, and more<\/p>\n<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper\" data-service=\"youtube\" data-responsive=\"true\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0; max-width: 540px; min-width: 256px; display: block; margin: auto;\">\n<div class=\"hs-embed-content-wrapper\">\n<p>\n    <iframe loading=\"lazy\" title=\"Canopy Time And Billing\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/cEs4LmYLH9M?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><br \/>\n    <\/iframe>\n<\/p>\n<\/div>\n<\/div>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>Navigating tax challenges can feel like solving an unsolvable puzzle. But with Canopy\u2019s Tax Resolution, Transcripts, and Notices features, you have all the tools you need to resolve cases confidently. From automated transcript retrieval to IRS notice workflows, you\u2019ll be able to handle even the most daunting tax challenges.<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: bold;\">Benefits for Clients:<\/span><\/span><\/p>\n<ul style=\"line-height: 1;\">\n<li><strong>Quick assessments <\/strong>with automated calculations and transcript retrieval to evaluate the best course of action for each client<\/li>\n<li><strong>Secure collaboration<\/strong> through the client portal for sharing sensitive documents or filing questionnaires<\/li>\n<li><strong>Proactive updates<\/strong> by leveraging transcript comparisons to identify changes or potential notices before the client shares the notice<\/li>\n<li><strong>Comprehensive support<\/strong> by covering collections, penalties, or spousal relief cases, with data-backed accuracy<\/li>\n<\/ul>\n<p style=\"font-weight: bold;\">Benefits for Firms:<\/p>\n<ul>\n<li aria-level=\"1\"><strong>Automated transcript pulls<\/strong> to retrieve updated records effortlessly, saving time on (extremely) repetitive tasks<\/li>\n<li aria-level=\"1\"><strong>Bulk transcript retrieval<\/strong> for managing clients at scale with few clicks. (You can try it for free <a href=\"https:\/\/www.getcanopy.com\/free-trial-transcripts-notices\" rel=\"noopener\" target=\"_blank\" id=\"__hsNewLink\">here<\/a>!)<\/li>\n<li aria-level=\"1\"><strong>Integrated IRS data<\/strong> to quickly gather insights and build resolutions tailored to each case<\/li>\n<li aria-level=\"1\"><span style=\"font-weight: bold;\">Customizable case templates<\/span> to guide you step-by-step through any tax resolution situation\n<p style=\"font-size: 18px;\">\u00a0<\/p>\n<\/li>\n<\/ul>\n<h2>Why Choose Canopy?<\/h2>\n<p>At the heart of Canopy is a commitment to helping you put clients first. Every solution, feature, and integration has been crafted to reduce stress for firms and improve the overall client experience. With Canopy, you can unlock faster turnaround times, clearer communication, and streamlined workflows to benefit everyone involved.<\/p>\n<p>Ready to build stronger client relationships? Book a demo today<\/p>\n<p><!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-2ec06380-de9d-4245-98f6-108f53696a74\"><span class=\"hs-cta-node hs-cta-2ec06380-de9d-4245-98f6-108f53696a74\" id=\"hs-cta-2ec06380-de9d-4245-98f6-108f53696a74\"><!--[if lte IE 8]>\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n<![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/2675296\/2ec06380-de9d-4245-98f6-108f53696a74\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-2ec06380-de9d-4245-98f6-108f53696a74\" style=\"border-width:0px;\" height=\"46\" width=\"207\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/2675296\/2ec06380-de9d-4245-98f6-108f53696a74.png\" alt=\"SCHEDULE DEMO\"\/><\/a><\/span><\/span><!-- end HubSpot Call-to-Action Code --><\/p>\n<p>\u00a0<\/p>\n<\/div>\n<p><script>(function(d, s, id) {\n  var js, fjs = d.getElementsByTagName(s)[0];\n  if (d.getElementById(id)) return;\n  js = d.createElement(s); js.id = id;\n  js.src = \"\/\/connect.facebook.net\/en_GB\/sdk.js#xfbml=1&version=v3.0\";\n  fjs.parentNode.insertBefore(js, fjs);\n }(document, 'script', 'facebook-jssdk'));<\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier. For your firm, staying competitive means finding tools that not only streamline your operations but also build better client relationships. That\u2019s exactly what Canopy\u00a0delivers\u2014an all-in-one solution designed to empower [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":115065,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[4886,11235,5007,4809],"dealstore":[],"offerexpiration":[],"class_list":["post-115064","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","tag-canopy","tag-clients","tag-helps","tag-put"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Canopy Helps You Put Clients First - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=115064\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Canopy Helps You Put Clients First - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"These days, keeping up with client expectations feels tougher than ever. 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