Canopy Software
Canopy Software: Cloud-based practice management software for accounting professionals.
Streamlines firm operations and enhances the client experience.
Includes features like workflow management, document management, time and billing, payments, and a CRM.
Provides a secure client portal for efficient collaboration.
Offers tools to automate post-filing issues.
Suitable for mid-size accounting firms to organize teams, workload, and clients.
Provides functionalities such as accounts receivable, approval process control, billing and invoicing, client management, compliance tracking, and customizable invoices.
Enhances efficiency and productivity in accounting firm operations.
Streamlines firm operations and enhances the client experience.
Includes features like workflow management, document management, time and billing, payments, and a CRM.
Provides a secure client portal for efficient collaboration.
Offers tools to automate post-filing issues.
Suitable for mid-size accounting firms to organize teams, workload, and clients.
Provides functionalities such as accounts receivable, approval process control, billing and invoicing, client management, compliance tracking, and customizable invoices.
Enhances efficiency and productivity in accounting firm operations.