Canopy is accounting practice management software. It is a cloud-based accounting practice management software that includes CRM, document management, a client portal app, workflow, payments, time management, and billing. Canopy software enables the user to log in and gain a complete, aggregated view of everything that is happening at the user's firm and with each client. It is a better time management and practice management system. as an easy way for clients to securely share files with users
Canopy Software Feature
Canopy's centralized system makes it simple to store, organize, and work on documents, as well as share them with clients (if desired) and use e-signatures if necessary.
Assistant for the Desktop
Easily import and export files from Canopy. The desktop assistant connects the Canopy cloud to your non-cloud files, apps, and programs.
Canopy is based on safe, industry-leading technology such as Amazon Web Services. As an added precaution, it regularly backs up databases. Users can easily download and save any file they want to back up locally.
Canopy includes timers that make it simple to track time by client and project. It ensures that everything connects easily to the clients and workflow users who are already on Canopy.
Task and Subtask Time Budgets
Canopy ensures that users can create time budgets for tasks and subtasks and that the workflow and time & billing solutions work in tandem.
Integration with Quickbooks Online (QBO)
Canopy can integrate with Quickbooks online income accounts, matching them with service items and invoices you've created in Canopy.
Canopy allows users to add their logo and customize it however they see fit, such as rolling up multiple line items into a single line item, showing line items separately or grouped by service items, and showing or hiding specific columns.
Canopy allows you to add, assign, and share internal team members; set timelines; track statuses; and much more. Assign a client's record, add internal team members, set deadlines, and monitor progress.
Canopy provides various modules. Module Workflow is $30 per month per user, Module Time & Billing is $24 per month per user, Module Transcripts & Notices is $33 per month per user, and Client Management is $2.50 per client, per year. All of these deals require annual billing.
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Canopy has a large number of clients who are interested in technology. Canopy project management, according to users, was very simple to set up and use. It saved a lot of time and space for filing and provided a secure upload area for clients. The interface is simple to use, and the customer service is excellent.
Canopy is a simple practice management system. It enables users to manage secure file exchange, automate client onboarding, and track client communications.
Canopy Software Features
Visual Workflow Management
Process Modeling & Designing
Real Time Reporting