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Canopy Practice Management

Canopy Practice Management

Overview

What is Canopy Practice Management?

Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.

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Recent Reviews
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Pricing

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What is Canopy Practice Management?

Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Karbon?

Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass: Client Management - tracking…

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Product Details

What is Canopy Practice Management?

Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.

Canopy Practice Management Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(2)

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
LIGHT YEARS ahead of PCS. We hated it
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