Canopy Workflow is an AI-augmented software solution specifically designed for accounting firms to streamline their operations. It provides firm-wide visibility into team member assignments, task progress, and outstanding work, eliminating confusion and improving accountability. The software automates the flow of work by allowing users to create templates, assign tasks in bulk, and build custom automations, thereby freeing up valuable time. It enhances accuracy by reducing the potential for human error, a critical factor in accounting. Key features include tracking and filtering tasks for project management, making assignments to users or roles, and automating project creation with Engagements. Collaboration is facilitated through robust templates with automations, recurring logic for predictable projects, and the ability to tag colleagues on tasks. Canopy Workflow integrates seamlessly with other Canopy products like Client Engagement, Document Management, and Time & Billing, offering a comprehensive solution for practice management. It addresses the unique needs of accounting firms by incorporating elements like client requests, eSignatures, and engagement agreements, which are often missing in generic project management tools.

Features & Benefits

• Firm-Wide Visibility: Provides clear insight into who is assigned to each task, what is completed, and what remains outstanding.
• Process Efficiency Automation: Enables creation of templates, bulk task assignment, and automations to free up team time and streamline repetitive processes.
• Enhanced Accuracy: Reduces human error through structured workflows and automated reminders tailored for accounting practices.
• Task and Project Management: Allows tracking and filtering of tasks, subtasks, and checklists, with assignments to users or roles.
• Collaboration Tools: Facilitates team communication with task tagging, comments, and automated notifications.
• Client Request Management: Builds client requests, organizers, and questionnaires into workflows, with options for eSignatures and engagement agreements.
• Resource Management: Offers capacity planning dashboards and the ability to associate projects with budgeted and actual time.