Canopy Practice Management Software is designed as an all-in-one solution for accountancy firms, tax professionals, and bookkeepers, aiming to centralize all mission-critical functions into a single platform. It offers an end-to-end system where users can select specific components to meet their firm's needs and integrate with other software solutions. The platform emphasizes a client-centric approach, with Client Management serving as the core module that connects other functionalities. Key components include Client Management for organizing client information, communications, and calendars; Document Management for storing, organizing, and sharing client documentation with e-signature capabilities; Workflow for tracking and automating daily tasks and team productivity; Time & Billing for converting tracked time into invoices and managing payments; Canopy Payments for secure client payment processing via credit card or ACH; and Insights for data-driven decision-making through dashboards on clients, tasks, billing, and time. Canopy aims to reduce administrative busywork, eliminate lag times, and provide a secure, centralized operating system for accounting firms.

Features & Benefits

• Client Management: Centralizes client directory, records, communications, calendars, and client sharing.
• Document Management: Provides a centralized system for storing, organizing, working on, and sharing documents, with e-signature capabilities.
• Workflow Management: Acts as a hub for managing daily tasks, automating processes, tracking team workload, and monitoring productivity by client.
• Time & Billing: Facilitates turning tracked time into invoices, managing hourly or fixed-rate billing, and collecting payments.
• Canopy Payments: Enables secure client payments via credit card or ACH directly through the client portal, consolidating systems and speeding up revenue collection.
• Insights: Offers data-driven decision-making through dashboards on clients, tasks, billing, and time, with custom reporting available.