Canopy is For You! How to Use Our Cloud-based System

Updated: Feb 24

From the very beginning, Peridot Consulting has been functioning as a paperless, virtual, and cloud-based accounting firm. Why? Because it’s more efficient and productive for you! We like to keep things simple with the goal of keeping your busy life stress free. The reason we can do this is because of our modern accounting software called Canopy.

Download the Canopy Client App


You can do it all in Canopy!

Canopy is your one-stop app for sharing files, paying invoices, e-signing documents, and much more. What are other important reasons to use and love Canopy? For one, the security and privacy Canopy employs. The Canopy program uses 256-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. Watch this video for how to get started:


And there are more benefits for all of us to use the Canopy Client Portal when sharing sensitive documents via the internet:

  1. Greater Security and Privacy. Emailing and texting financially sensitive documents is an action we do not support. If you are concerned about your confidential information, please take the time to upload your documents directly to Canopy.

  2. Efficiency. Productivity is also a top priority for us. When our clients utilize our Canopy System for sharing essential documents, that means we get to work for you.

  3. Organization. Canopy also allows us to organize and deliver services without feeling like we're missing something. The organization in CANOPY is key to your success.

  4. Mobile App. The mobile app allows clients to easily access, view and upload documents from anywhere. The Canopy app is a useful tool for clients who want to know what their status is during tax season or with any other service we are providing you.

Two Ways to Access Your Canopy Client Account:

  1. Desktop

  2. Mobile App

Need some guidance with setting up your client portal with Canopy? We have a page on our website offering more direction with Canopy set up. View that web page here.


For more information go to www.GetCanopy.com website for clients:


More resources from Canopy:

https://help.getcanopy.com/en_US/guides-for-your-clients

CLIENT FACING GUIDES FOR USING CANOPY ACCOUNTING SOFTWARE NAVIGATING THE CLIENT PORTAL

GUIDANCE FOR UPLOADING AND DOWNLOADING FILES OF DOCUMENTS

SETTING UP YOUR CANOPY ACCOUNT

VIEWING PAYMENTS

USING THE MOBILE APP

HOW TO MAKE A “TO-DO” LIST


Lastly, you can always email or call us for an over-the-phone Canopy discussion. We're here to help!


Email: peridot@peridotconsultinginc.com

(828) 419-7170



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