Canopy 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!

Canopy Software Specifications

Time Tracking 

Task Management 

Reporting

Budget Management

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What Is Canopy Software?

Overview

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.

What Is Canopy Software Best For?

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.

Canopy Pricing

For small companies, the Canopy software cost varies as follows:
  • Starter - $60/user/month
  • Essentials - $88/user/month

Meanwhile, growing companies can build custom plans using Canopy modules.

Disclaimer: The pricing is subject to change.

Canopy Software Integrations

Canopy integrates with the following third-party integrations:

  • QuickBooks Online
  • Outlook
  • Gmail
  • Google Calander
  • Zapier
  • Odrive

How Does Canopy Software Work?

Here's how you can navigate the dashboard of the Canopy practice management software:

  • Access the Canopy dashboard upon login
  • Upload and manage data effortlessly in the designated section
  • Create and customize projects with a few clicks
  • Utilize the search bar to quickly locate specific information
  • Employ filters and sorting options for data organization
  • Generate insightful reports and visualizations seamlessly
  • Collaborate with team members through shared project access
  • Access help and support resources for any inquiries
You can also watch a free Canopy demo to learn more about its features.

Who Is Canopy Software For?

The tax software suits businesses of varying sizes, including mid-size accounting firms and large enterprises. The following industries and sectors use it:

  • Accounting
  • Finance
  • Consultation
  • Law

Is Canopy Software Right For You?

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.

Canopy Software Features

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.

Canopy 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.

The 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.

The 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.

This 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.

Pros and Cons of Canopy Software

Pros

  • Streamlines accounting operations efficiently
  • Offers a user-friendly and intuitive interface
  • Centralizes client management for enhanced organization
  • Efficient implementation team to avoid disruptions during deployment
  • Customizable workflow automation for increased efficiency

Cons

  • May require regular updates to maintain optimal performance, according to some Canopy reviews
  • Workflow automation setup may be time-consuming
  • The support response time of the Canopy team can be improved

Canopy Software Pricing

Starter

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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

Essentials

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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

Canopy Software Reviews

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Frequently Asked Questions

Yes, Canopy does offer an API to its clients.

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