We’re excited to share some great news with you! To continue improving the quality of our services and streamline our processes, we are migrating to a new software system: Canopy. This transition is designed to provide you with a smoother, more efficient experience while enhancing our ability to meet your needs.
Why Are We Migrating to Canopy?
Canopy is a robust, modern platform designed specifically for accounting and tax firms. It offers advanced features that allow us to:
- Streamline Communication: Easily connect with us through a secure client portal.
- Simplify Document Management: Upload, access, and sign your documents quickly and securely.
- Improve Transparency: Stay informed with real-time updates on your projects and tasks.
- Enhance Security: Protect your sensitive information with advanced encryption technology.
What Does This Mean for You?
As part of this migration, you may notice a few changes:
Client Portal Access
You’ll receive an email with instructions to set up your Canopy account. Through the portal, you’ll be able to upload documents, check the status of your tax return, and securely message our team.
New Notifications
With Canopy, you’ll receive automated notifications for:
- Document requests
- Task updates
- Deadlines and reminders
Document Requests
Moving forward, all document uploads will be managed within Canopy. This eliminates the need for back-and-forth emails and ensures everything is in one secure place.
Benefits for You
With this transition, you’ll enjoy:
- Faster Response Times: Canopy’s tools allow us to manage tasks and requests more efficiently.
- Convenience: Access everything you need from one user-friendly platform, available on desktop and mobile.
- Clear Communication: Stay in the loop with notifications and updates about your services.
What Do You Need to Do?
- Look Out for an Invitation Email
We’ll send you instructions to log in to your new Canopy account soon. - Reach Out with Questions
If you need assistance setting up your account or navigating the platform, feel free to contact us. We’re here to help!
