I have a two fold interest in this article... first, I want to encourage you to to register for an upcoming webinar on July 14th titled, Build The Ultimate ROI Machine for Your Accounting Firm with a Connected Practice Management Tech Stack.
Second, I want to remind you about some of the key features of Canopy's practice management software to highlight some of the reasons why you may want to register for an upcoming webinar. This certainly isn’t the first time I have written about Canopy, and it most certainly won’t be the last. That's because Canopy's full-suite practice management software is the ultimate tool for accountants to organize data, consolidate systems, and communicate with clients. Big or small, your firm can benefit from the productivity, workflow, document management, CRM and communication features Canopy has to offer.
So, you might be wondering what Canopy has to do with the July 14th webinar with such a long complex title? Well, that webinar is all about workflow, and how the proper ‘tech stack’ can maximize your workflow. Now Canopy has a lot of great ‘built-in workflow tools’ many of which I will talk about in the paragraphs below, but Canopy also integrates with the various ‘tech stack’ tools that will also be discussed during the webinar. You see, in my way of thinking it’s all about ‘connectivity’ and resolving for the bigger picture of workflow.
If you want more information about the Insightful Accountant hosted webinar, ‘Build The Ultimate ROI Machine for Your Accounting Firm with a Connected Practice Management Tech Stack’ being held on July 14, 2021, at 2:00 PM Eastern, then Register Here.
Critical to Canopy’s functionality is integrated CRM that manages all your contact information within one place and displays the information in the way that is most important to you and your firm with the key data you need to be displayed in custom fields you create, configure and filter based upon your requirements. And it doesn’t take a rocket scientist either to set up those custom fields, you can do that with easy lessons and simple steps.
With Canopy, you will keep your team organized using their productivity dashboard giving you a bird’s eye view of your team's progress. Task-based time-tracking along with an in-app timer make it easy to keep track of your task, activities, and work assignments. You will also streamline your workflows using templates for client activities, projects, and responsibilities. Each member of your team will know what they are responsible for, and when those responsibilities come due.
You will not only stay aware of what’s going on across the board, but you will easily track communications between all parties. That means nothing escapes you, not a single email between you, your clients, or your team members since they are all organized in one place. And if that doesn’t sound beneficial all by itself, imagine the ability to send out bulk emails to as many different parties as you need to and track them by groups as well as individuals, all with a simple click.
Of course, what would practice management software be without some type of document management hub incorporated into it? That’s why Canopy includes a central hub for file organization with a custom file structure. Simply drag and drop or scan files directly into the desired file locations including your client folders without any worry about if you are going to exceed your storage capabilities.
But a ‘full’ practice management suite doesn’t end with just those key features, it also has to offer more, especially concerning supporting your clients. That’s why Canopy incorporates a Client Portal, Secure File Exchange, E-signature functionality, and Payment features into their suite.
In today’s world clients want the ability to share information with their accountants directly, they want the ‘freedom of exchange’ without the hassle of having to travel to see their accountant. This is why a client portal is so critical. Canopy’s Client Portal makes it easy to share files, exchange documents to be completed, obtain eSignatures, allow clients to view their invoices, and also make payments from their mobile devices.
You never need to worry about the security of exchanging data with your client, Canopy uses the same bank-level of encryption for security in their Client Portal to maximize the safety of file/data transfer. And you control access to Client Portals and all information flowing from/into all portals using the overall security controls Canopy provides.
I’ve just started to tell you about Canopy, just as I previously did in my First Look and Second Look features of the past. But what I want to really do is point you over to next week’s webinar, on resolving your workflow issues for the bigger picture by getting connected to the right ‘tech stack’.
So, I want to encourage you to sign-up to attend the Insightful Accountant hosted webinar, ‘Build The Ultimate ROI Machine for Your Accounting Firm with a Connected Practice Management Tech Stack’ being held on July 14, 2021, at 2:00 PM Eastern…