Exciting Changes Ahead: Transition to Canopy to Enhance Client Experience

At AdminBooks, we are always looking for ways to improve your experience with our services. We are excited to announce a major upgrade: transitioning from SmartVault to Canopy for our client portal starting next year. This change aims to offer you a more efficient, secure, and user-friendly interface.

Why the Change and How It Benefits You

We’ve chosen Canopy for its numerous features designed to benefit you:

• User-Friendly Interface: Canopy’s streamlined design ensures easy navigation, allowing you to find what you need quickly.
• Faster Processing and Improved Accuracy: Experience quicker uploads and more accurate data handling, ensuring your information is always up to date.
• Enhanced Communication: Canopy offers various communication methods, making it easier for you to connect with us and get your questions answered promptly.
• Secure Document Management: Your documents will be securely stored and easily accessible, enhancing both efficiency and security.
• Mobile Accessibility: With Canopy’s mobile app, you can access your information and communicate with us on the go, providing flexibility and convenience.

Transition Process

We are committed to making this transition as smooth as possible for you. Here’s what to expect:

1. Account Setup: You will soon receive an email with a secure link to set up your new Canopy account. You’ll create a password and agree to the terms of service. The setup process is designed to be simple and quick.
2. Data Migration: All your existing data will be securely transferred from SmartVault to Canopy. You don’t need to worry about losing any information.
3. Ongoing Support: We will provide you with detailed guides and support to help you navigate the new system. Our client care team will be available to assist you with any questions or concerns during this transition.

Client Portal Point of View

Once you log into the Canopy client portal, you’ll start on the Home tab, where you can see an overview of recent tasks and files. Other tabs include:

• To-Do’s: Lists any tasks we’ve assigned to you.
• Files: Shows the files we’ve shared with you.
• Billing: Displays your outstanding balance, invoices, and payment history.

You can also schedule appointments, access support resources, and adjust your user settings within the portal.

Best Practices and Helpful Resources

We highly recommend setting up two-factor authentication (2FA) for added security. You can do this in your user settings by choosing to receive a 2FA code via text message or an authenticator app. This extra layer of protection ensures that your account remains secure.

To help you get started, we suggest watching this video: How to Create an Account for Your Canopy Client Portal. This guide will walk you through the setup process and help you become familiar with the new system.

For more detailed instructions on using the Canopy client portal, please visit Canopy Support.

We understand that change can sometimes be challenging, but we are confident that this transition to Canopy will significantly enhance your experience with our services. Our team is dedicated to ensuring this process is as smooth and hassle-free as possible for you.

Thank you for your continued trust and partnership. We look forward to serving you better with Canopy!