Navigating tax season can be daunting, but Angolano & Co is introducing a game-changer to simplify the process: the Canopy digital portal system. Designed with you in mind, this platform streamlines communication, document handling, and updates so you can focus on what matters while we handle the paperwork.
Here’s how Canopy is going to make managing your tax information smoother and more efficient.
1. A Clean, User-Friendly Interface
First impressions matter, and the Canopy portal certainly makes a positive one. With a streamlined home screen, clients can easily see all their essential information at a glance. The interface displays to-do items, recently uploaded files, and any outstanding invoices, allowing for an organized, stress-free tax experience. Canopy emphasizes clarity, putting everything you need right where you can find it.
2. Effortless Document Uploading with a Built-In PDF Scanner
Gone are the days of manually scanning and uploading files. Canopy features a built-in PDF scanner, so clients can directly upload documents without hassle. This scanner ensures every file is formatted as a PDF, making it easier for our team to process and review your information without the inconvenience of incompatible file types like JPGs or PNGs. This improvement not only speeds up our work, but helps us serve you better.
3. Real-Time Updates on Your Tax Return’s Progress
One of Canopy’s standout features is its automation. As your tax return moves through different stages, you’ll receive status updates so you’re always in the loop. From document reception and scanning to preparation, review, and invoicing, Canopy’s notification system keeps you informed every step of the way. You’ll receive five key emails, each marking a milestone in your tax return’s journey, giving you the reassurance that everything is on track and letting you know if we need additional information to keep things moving.
4. Enhanced Communication Tools
With Canopy, our team can now view emails and messages on a per-client basis, improving our internal communication and ensuring that your inquiries or updates are reviewed as soon as possible. This means that even if a staff member is out of the office, we can pick up exactly where they left off, maintaining continuity and efficiency in managing your tax information. For example, if we need more information or additional documents, Canopy’s “Client Request” feature will automatically send reminders on a schedule to keep you on track.
5. Automated Reminders for Additional Services
Beyond tax preparation, Angolano & Co offers additional services, including payroll, bookkeeping, and tax planning. Canopy’s automated reminder system ensures you never miss a beat on recurring tasks. For example, monthly bookkeeping clients will receive a client request from our system at the beginning of every month. No longer do you have to remember to send over bank statements, our system takes over that brain space for you!
6. Convenient Online Payment System
With an integrated payment gateway, paying for our services has never been easier. Canopy allows you to view outstanding invoices and make payments securely through the portal, saving you time and effort. No more mailing checks or navigating to an external site—everything is handled directly within Canopy.
7. A Digital Organizer for Business Clients
For our business clients, we’re exploring Canopy’s online organizer, which provides a central place to upload information and answer key questions. While this feature is still in development, we’re excited about its potential to further simplify tax management.
Angolano & Co’s Canopy digital portal is your all-in-one solution for a seamless tax experience. With an intuitive interface, real-time updates, and convenient tools, managing your taxes has never been easier. We’re thrilled to bring this system to our clients, making tax season a little less taxing for everyone.