Canopy's Document Management software is designed to streamline the handling of client and internal documents for accounting professionals. It addresses the challenges of document sprawl by providing a centralized, secure cloud-based solution for organizing, storing, and accessing files. The platform facilitates paperless operations, saving physical space and reducing administrative headaches. Key functionalities include secure file sharing via a client portal or unique links, robust storage for an unlimited number of documents, and intuitive document interaction tools such as editing, annotation, and file combination. Canopy integrates seamlessly with other modules like eSignatures, client engagement, workflow automation, and time & billing, creating a unified system for firm operations. It offers features like automatic file renaming and classification, retention rules, and virtual drive access, significantly improving efficiency and reducing the risk of errors in document handling.

Features & Benefits

• Automated Organization: Automatically renames files and classifies them by type or issuer using global rules.
• Secure Client Collaboration: Enables secure file sharing through a dedicated Client Portal or unique secure links.
• Comprehensive Document Interaction: Allows editing, reordering, rotating, and deleting of files.
• Enhanced Security and Compliance: Provides secure cloud storage for all documents.