Choose the right solution for your practice management.
With more than 40 specialized engineers and quality assurance professionals trained in developing complex cloud-based features, Canopy is equipped to solve all of your practice management woes. We know how to build quality software, and we know how to listen to the person who knows your problems best: you. By talking frequently with customers and non-customers, we work to provide software solutions that are flexible enough for any firm.
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AI Generative Emails |
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Works for All Firm Sizes |
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Easy to Use Apps (for you and your clients) |
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Efficient Team Collaboration |
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Firm Wide Insights |
Limited |
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In-app Document Interaction |
Limited |
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Quickbooks Online Integration |
Limited |
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Project Management |
Limited |
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Time & Billing |
AI Generative Emails
Works for All Firm Sizes
Easy to Use Apps (for you and your clients)
Efficient Team Collaboration
Firm Wide Insights
In-app Document Interaction
Quickbooks Online Integration
Project Management
Time & Billing
4.5 stars on Capterra
A solution may fit the bill for all-in-one, but does it perform at the level you need it to? Firm360 may check the boxes of an all-in-one practice management software, but it’s not going to provide the power and functionality that you’ll get with Canopy. From the basics of managing a list of clients, to the complexity of building workflow automation, Canopy not only has the essentials, but has the power to take on more of your busy work, like automated client reminders, status changes, invoice creation, and more.
Constant Updates
Canopy releases hundreds of features, enhancements, and bug fixes every year. It’s not enough to have a solution that works. We strive to perfect and improve our product every day. From interviews with customers to market research to support ticket information, we use every input available to create best in class solutions.
Simplify Your Work
With time tracking, payments, 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. It doesn’t have to be complicated, right?
Natively Built
With Canopy, you can rest assured that your all-in-one solution is under one roof rather than a duct-taped patchwork of solutions that only kind of work together– no integrations masquerading as solutions.
Some accountants discouragingly call document management systems “document graveyards.” But in Canopy’s case, we should probably call it document sharing, document storing, and document interaction—because that’s how much Canopy does. It’s such a mouthful, though. But you really can do everything with documents in Canopy. Use the virtual drive to manage your files. Directly annotate and control versions within Canopy. Attach an eSign field and send the document through a secure link or directly to the client portal. And, yes, more.
Canopy—as a company and as a product—is centered around clients. After all, work starts and stops with clients. Not tasks. Not documents. Clients. Built on a robust client management system, Canopy helps firms like yours deliver seamless experiences to clients.
