Choose the right solution for your practice management.
Not all cloud-based practice management software is built the same. They might look similar from the outside, but what’s inside will either save or cost your team precious time. Inside Canopy, you get all of the basic practice management needs met (Client Management, Document Management, Time & Billing) plus some invaluable bells and whistles (Engagements, Payments, mobile apps, & more). And you get the features for real—no bait & switch requiring you to integrate with other solutions just to enjoy the promised benefits.
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Full Document Management |
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Create & send invoices (no integration required) |
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Recurring billing |
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Process payments |
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Time-based and flat rate billing |
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Highly-rated mobile apps (for you and your clients) |
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Engagements & Proposals |
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Workflow Automations |
Limited |
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Branded Client Portal |
Limited |
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Client Management |
Full Document Management
Create & send invoices (no integration required)
Recurring billing
Process payments
Time-based and flat rate billing
Highly-rated mobile apps (for you and your clients)
Engagements & Proposals
Workflow Automations
Branded Client Portal
Client Management
4.5 stars on Capterra
Your firm’s success depends heavily on collecting, interacting with, storing, organizing, and sharing files. A true document management solution makes it easy for you to collect documents from your clients (and for them to securely share), provides unlimited storage at no extra cost, includes folder templates for organization, and enables intuitive tools to interact with documents. Canopy offers all of these as well unlimited eSignatures, secure links to share or upload documents, a virtual drive, desktop assistant (print to/scan to), and more without depending on other solutions to store your files.
Context switching can cost you and your team valuable time and energy. You need one platform to not only manage clients, documents, and work, but you also need it to manage and track your time and billing. With Canopy you can do all of that–time tracking, invoices, reporting, collecting payments, and more–under the same roof. No need to go to another software to send out an invoice or collect the payment. After all, you’ve done all the work, so getting paid should be simple, fast, and affordable, right?
Automations Save You Time
Great technology will save you time by reducing the menial tasks you have to perform manually. Canopy's automations take several forms across modules including invoice reminders, late fees, task automations, status updates, client request reminders, and email communications.
Simplify Your Work
With time tracking, payments, document management, and workflow all in one place, suddenly you’re clicking less and getting more done in less time. Project management has never been so easy. You can also set up custom roles and attributes to help you assign the work. Use custom fields and tags to sort, filter, and segment your clients.
Can (and will) Grow with Your Firm
Ensure your investment into new practice management software is worth it. Canopy is built to scale with your firm — whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.
Quickly search contacts, manage files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Now imagine your clients can view requests, scan and upload documents, view and pay their invoices from anywhere, and more using their phone. The Canopy Client Portal makes running your firm on-the-go and clients interacting with your firm convenient and efficient.
