Canopy

Step 1: Send an automated onboarding email to the new client through Canopy.

Step 2: The client completes an online questionnaire with required information.

Step 3: Canopy automatically creates a client profile with the collected data.

Step 4: Assign tasks and workflows for the new client engagement.

Step 1: Request tax documents from the client through the client portal.

Step 2: Client uploads the tax documents to the portal.

Step 3: Use Canopy's Smart Intake feature to extract data from the documents.

Step 4: Auto-populate tax forms with the extracted data.

Step 1: Send messages and updates to clients through the Canopy client portal.

Step 2: Share documents securely with clients through the portal.

Step 3: Track client communication history within the client profile.

Step 4: Receive notifications when clients upload documents or respond to messages.

Step 1: Create custom workflow templates for different accounting tasks.

Step 2: Assign tasks to team members and set deadlines.

Step 3: Track the progress of each task within the workflow.

Step 4: Automate task assignments and notifications based on predefined rules.

Step 1: Track time spent on client projects using Canopy's time tracking feature.

Step 2: Generate invoices based on billable hours and hourly rates.

Step 3: Send invoices to clients through the client portal.

Step 4: Receive online payments from clients through integrated payment gateways.