Excellent Practice Management Tool!
August 11, 2021

Excellent Practice Management Tool!

Larry Collins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Canopy

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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