We are now on Canopy!

To ensure that our clients get the smoothest, safest and up to date experience, our firm is now using Canopy, the leading Accounting Practice Management Software!

Canopy brings a modern solution to managing client by centralizing communication and document sharing, everyone can stay organized and up to date with minimal hassle. It provides a mobile-accessible client portal for file sharing, information gathering, and payment management. This improves your experience by keeping you “in the loop,” simplifying how you provide necessary documents, and streamlining processes like bill payment and automated reminders.

Improved client experience

• Enhanced communication: Canopy’s client portal cuts down on emails and phone calls by providing a single, secure place for communication and file exchange.
• Increased visibility: Clients can feel more in control and informed about their financial matters because they can see the status of their requests and projects.
• Convenient access: Clients can use a dedicated mobile app to access the portal, share files, and manage their accounts from their phones.

Streamlined processes 

• Secure file sharing: Clients can easily and securely upload documents directly to their account through the portal, eliminating the need for insecure methods like email.
• Simplified billing: Clients can receive invoices and make payments through the portal, with the option for automated reminders to ensure timely payments.

Greater security

• Secure document exchange: The portal is a secure channel for sharing sensitive financial documents, protected by the software’s security features.
• Peace of mind: Clients can trust that their financial information is being handled with a higher level of security, as Canopy prioritizes data protection.