Name: Canopy Practice Management
Rating: 10 (2 reviews)
Author: Canopy, Inc.

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Text Editors

Development

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Enterprise Asset Management

Facility Management

PDF Editors

Enterprise

Accounting

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Risk Management

Hedge Fund

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

Application Virtualization

Change Management

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Data Pipeline

Density-Optimized Servers

Disk Based Backup

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed File Transfer (MFT)

Metadata Management

Network Performance Monitoring

OpenStack Cloud

Product Implementation Services

Test Management

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Contest Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales

Certificate Lifecycle Management

Security

Car Rental

Catering

Construction Accounting

Multiple Listing Service (MLS)

Online Fax

Vertical-Specific

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Canopy Practice Management

Tax Practice Management

Likelihood to Recommend

Canopy, Inc. provides cloud-based accounting software for tax professionals. The company was founded in 2014 and is based in Lehi, Utah.

Canopy, Inc.

Accounting Supervisor

Canopy 2021-08-06 14:17:34

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TrustRadius

Contact information

Contact lists

Client information

Information management

Task tracking

Time tracking

Home

Tax Practice Management Software

We use Canopy for client management, project management, and time reporting. It allows us to setup TASKS under each client, then assign staff to those tasks with a hierarchy of completion that triggers the next task through to final completion. Tracking time by staff by client allows us to monitor both productivity and profitability. Our projects include monthly accounting and financial reporting, special accounting projects, payroll processing, tax accounting and tax preparation and filing. We use Canopy across our entire organization and for all of our staff. It has made a wonderful difference in the ability to manage our practice.

Client information management
Task tracking
Time Tracking

I wish Contact information could contain active hyperlinks
I wish reports could be generated based on TAGS
I wish contact lists could be generated based on filters

Big impact on profitability based on the ability to set budgets and track time

Canopy Practice Management

Overview

What is Canopy Practice Management?