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Canopy

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Software Status:Active

About Canopy

Canopy is a cloud-based accounting practice management software from Canopy that provides comprehensive solutions for accounting firms. It includes CRM, document management, a client portal app, workflow capabilities, and payment processing, so firms can manage their operations efficiently. Canopy supports time and billing functionalities, enabling users to track and manage their billable hours effectively. The platform is designed to improve client engagement and simplify document storage and retrieval. With features tailored for accounting professionals, Canopy allows firms to improve communication with clients and automate workflows. Key capabilities: Client Engagement Document Management Time and Billing Workflow Automation Payment Processing Best for: accounting firms that need efficient practice management and client relationship solutions.

Canopy Details

Vendor
Canopy
Year Launched
2013
Location
10355 S Jordan Gateway, Suite 500 South Jordan, UT 84095
Deployment
cloud
Training Options
videos
Countries Served
All Countries.
Languages
English
Users
Accountant, Accounting Practice Manager, Benefits Administrator, Biller, Compliance Officer, Document Manager, Human Resources Manager, IT Manager, Lawyer, Loan Servicer, Workforce Manager, Tax Manager, Remote Worker, Sales Forecaster, Payroll Administrator, Project Manager.
Industries Served
Accounting Firms, Tax Professionals, Financial Services, Legal Firms
Tags
Accounting, Accounting Practice Management, Benefits Administration, Billing and Invoicing, Compliance, Document Management, Human Resources, Integration, IoT, IT Management, Law Practice Management, Loan Servicing, Workforce Management, Tax Practice Management, Remote Work, Sales Forecasting, Payroll, Project Management

Canopy's In-App Market Place

Does Canopy have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (CHF), CNY (¥), SEK (kr)

Pros & Cons

  • Streamlines accounting and tax practices
  • Simplifies billing and invoicing processes
  • Improves compliance with regulations
  • Organizes document management efficiently
  • Enhances human resources management
  • Facilitates integration with other systems
  • Manages IoT devices effectively
  • Monitors IT management tasks
  • Optimizes law practice management
  • Efficiently handles loan servicing
  • Manages workforce effectively
  • Enhances sales forecasting accuracy
  • Simplifies payroll processes
  • Streamlines project management operations
  • Steep learning curve for beginners
  • Limited customization options for reporting
  • High cost for small businesses
  • Customer support can be slow to respond
  • System can be slow and laggy at times

Canopy's Support Options

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