71 Review(s)
softwareCanopy software is a client management solution that offers centralized data management, promoting accuracy and operational efficiency. It effectively helps businesses address critical client requests. Explore Canopy features today to learn more about the accounting software!
Time Tracking
Task Management
Reporting
Budget Management
Canopy is a cloud-based solution designed to streamline and revolutionize the operations of accounting practices. It offers client management, document management, workflow, payments, and time and billing solutions. By integrating these functions into a single platform, Canopy simplifies managing an accounting practice.
Furthermore, the software’s tax resolution tool offers a comprehensive solution for mid-size accounting firms, ensuring a connected client experience while providing efficient client management and the ability to securely share files.
It is primarily renowned for its straightforward and user-friendly interface. The software boasts a sleek and contemporary design that is remarkably easy to navigate, ensuring accessibility for individuals across a spectrum of technical expertise.
Meanwhile, growing companies can build custom plans using Canopy modules.
Disclaimer: The pricing is subject to change.
Canopy integrates with the following third-party integrations:
Here's how you can navigate the dashboard of the Canopy practice management software:
The tax software suits businesses of varying sizes, including mid-size accounting firms and large enterprises. The following industries and sectors use it:
Are you seeking a comprehensive, cloud-based solution to streamline your accounting practice? Canopy might just be the answer. The platform has been recognized with several awards, including the 2022 Golden Bridge Business and Innovation Awards, the 2021 Cybersecurity Excellence Awards, and the 2021 Global InfoSec Awards.
Additionally, Canopy uses 256-bit encryption to secure personal information and stores all sensitive data with Amazon Web Services, enabling users to securely share files. Moreover, as a cloud-based solution, it offers scalability to grow with your business.
Still unsure about investing in Canopy software? Call our team at (661) 384-7070, and they will help you analyze further.
A centralized system consolidates all client-related information, providing a comprehensive view of each client’s profile. It eliminates the need for multiple spreadsheets or databases, thereby reducing the possibility of data duplication or loss. The software handles many clients and ensures all client information is easily accessible and well organized.
See How It WorksCanopy handles the storage and retrieval of documents efficiently. It allows you to upload, share, and access documents, facilitating collaboration among team members. Moreover, the platform ensures that all documents are stored securely, providing peace of mind for businesses that deal with sensitive client information.
See How It WorksThe workflow feature assists users in automating their work processes. It lets users create custom workflows aligning with their business processes, reducing manual effort and increasing efficiency. This functionality is helpful for organizations that have complex processes or handle a large volume of tasks. It ensures the completion of all tasks promptly and efficiently.
See How It WorksThe software simplifies the payment process by allowing users to collect and process client payments securely through the client portal. It makes it easier for clients to make payments and aids businesses in managing their finances more effectively. By automating the payment process, organizations can reduce the time spent on manual payment processing and focus more on their core services.
See How It WorksThis feature lets you track time, create invoices, and manage payments. It helps businesses accurately track billable hours, create professional invoices, and ensure timely payments. Canopy is particularly beneficial for companies that bill clients based on time spent, as it provides accurate billing and reduces the possibility of billing disputes.
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What's Included
Manage client intake
Send proposals
Track work from proposal to re-engagement
Integrate email
Collaborate with teammates
Interact via a secure, branded client portal
Collect eSignatures
Tag and segment client list
Store internal work papers and client files
Send secure links for clients that want to avoid logging into the portal
View Price
What's Included
Manage client intake
Send proposals
Track projects from proposal to re-engagement
Integrate email
Collaborate with teammates on emails, tasks, and files
Centralize all client interactions to the highest rate mobile app
Collect eSignatures
Tag and segment client list
Store internal work papers and client files
Control access and permissions
Overall Rating
71 Review(s)
Rating Distribution
5
(45)
4
(19)
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2
(3)
1
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Share your experience
Overall Rating
71 Review(s)
Rating Distribution
5
(45)
4
(19)
3
(2)
2
(3)
1
(2)
Share your experience
