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Streamlining Client Interactions
Streamlining Client Interactions
Streamlining Client Interactions

About the Course

Description:  This course is designed to help you send and receive emails in Canopy, invite clients to the client portal, and collect information using organizers and questionnaires. 

Prerequisites: None.        |           Estimated Time:  45 minutes

Learning Objectives:

  • Send and view email correspondences in Canopy
  • Send bulk emails 
  • Send Client Portal invitations 
  • Collect info with Organizers 
  • Create custom Questionnaires 

Course Categories

Beginner
Certification
Client Management
Course Progress
Not started
Enroll
Course Outline
  1. Communicating and Collecting Informaiton
    1. Course Overview
  2. Using your Canopy Email Inbox
    1. Using your Inbox
    2. View Email Correspondence
    3. Create an Email Template
    4. Apply an Email Template to an Email
  3. Email Clients
    1. Sending a Single Email
    2. Sending Bulk Emails
  4. Send Client Portal Invites
    1. Client Portal Overview
    2. Why use the Client Portal?
    3. How To Video: Client Portal Invitation
    4. Understanding the Invitation Process
    5. Inviting a Client to the Client Portal
    6. Best Practices for Encouraging Clients to Use the Canopy Client Portal
  5. Collect Info with Organizers
    1. Getting to Know Tax Organizers and Custom Questionnaires
    2. Creating Organizers
    3. Viewing Sent Organizers
  6. Custom Questionnaires
    1. Create a Custom Questionnaire Template
    2. Add Questions and Fillable fields to your Questionnaire
    3. Set Question Conditions
    4. Apply Questionnaire Templates
    5. Manage Questionnaires in the Task List
  7. Course Challenge
    1. Challenge Overview
    2. Step 1: Send a Welcome Email
    3. Step 2: Send a Client Portal Link
    4. Step 3: Log in to the Client Portal
  8. Course Quiz
    1. Streaming Client Interactions Quiz
    2. Course Survey
course
Streamlining Client Interactions
Streamlining Client Interactions
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help you send and receive emails in Canopy, invite clients to the client portal, and collect information using organizers and questionnaires. 

Prerequisites: None.        |           Estimated Time:  45 minutes

Learning Objectives:

  • Send and view email correspondences in Canopy
  • Send bulk emails 
  • Send Client Portal invitations 
  • Collect info with Organizers 
  • Create custom Questionnaires 
Course Outline
  1. Communicating and Collecting Informaiton
    1. Course Overview
  2. Using your Canopy Email Inbox
    1. Using your Inbox
    2. View Email Correspondence
    3. Create an Email Template
    4. Apply an Email Template to an Email
  3. Email Clients
    1. Sending a Single Email
    2. Sending Bulk Emails
  4. Send Client Portal Invites
    1. Client Portal Overview
    2. Why use the Client Portal?
    3. How To Video: Client Portal Invitation
    4. Understanding the Invitation Process
    5. Inviting a Client to the Client Portal
    6. Best Practices for Encouraging Clients to Use the Canopy Client Portal
  5. Collect Info with Organizers
    1. Getting to Know Tax Organizers and Custom Questionnaires
    2. Creating Organizers
    3. Viewing Sent Organizers
  6. Custom Questionnaires
    1. Create a Custom Questionnaire Template
    2. Add Questions and Fillable fields to your Questionnaire
    3. Set Question Conditions
    4. Apply Questionnaire Templates
    5. Manage Questionnaires in the Task List
  7. Course Challenge
    1. Challenge Overview
    2. Step 1: Send a Welcome Email
    3. Step 2: Send a Client Portal Link
    4. Step 3: Log in to the Client Portal
  8. Course Quiz
    1. Streaming Client Interactions Quiz
    2. Course Survey

Course Categories

Beginner
Certification
Client Management