ELECTRONIC SIGNATURES: SECURE AND EASY
eSignature Software
One accounting solution, unlimited eSignatures.
Simple and unlimited document signing
No ink or postage necessary
User-Friendly Signature Experiences
Enjoy seamless document interactions with smart, auto-placed signature fields for happier professionals and clients.
Optimize Workflows
Gather eSignatures through the Client Portal or with secure (some would say “magic”) links to improve efficiency and save time.
Ensure Security and Compliance
With Signer Verification (KBA) and secure links, ensure heightened security and compliance in data-sensitive situations.
Integrated eSignature
Client signatures are a built-in part of accounting, which is why they’re also a (literally) built-in part of Canopy’s Document Management Software.
eSignature Templates
Save time and maintain consistency by leveraging Canopy eSignature templates. Create predefined templates for common documents, allowing users to quickly eSign online by applying standard signatures to streamline the document signing process.
Gathering eSignatures
Conveniently obtain secure eSignatures via the Client Portal or using a secure link, ensuring a user-friendly experience while maintaining robust security measures.
Multiple Signers
Collect eSignatures from multiple signers at a time. Enhance efficiency by enabling the signing process for documents that require input and approval from multiple parties.
Easy eSignature Building/Placement
Easily create eSignatures with Canopy’s user-friendly interface. Build and place eSignatures in documents, ensuring a seamless and intuitive experience for users and signers alike.
eSignatures in Engagements & Proposals
Easily collect eSignatures on proposals and engagements that you send to prospects and clients. This can help expedite the acceptance process and foster a more efficient workflow in engaging clients with your services.
Added Signer Verification (KBA)
Ensure signature security with an added layer of authenticity through Knowledge-Based Authentication (KBA). This feature verifies signer identity, enhancing the integrity and reliability of eSignatures with Canopy’s Document Management module. Please see our pricing page for specific details for this feature.
SECURE AND UNLIMITED
Unlimited eSignatures
Enjoy an unlimited number of eSignatures with every Document Management license. This can help your firm scale and adapt to whatever volume and capacity of signatures you need to collect. It also eliminates the need for a separate electronic signing solution and empowers users with flexibility in obtaining digital signatures.
SMART AND AUTOMATIC
AI-Powered Signature Placement
Skip the tedious setup. Canopy uses AI to detect where signature and date fields belong, places them for you, and assigns them to the right signer automatically. Spend less time dragging and dropping fields, and more time finishing work faster.