Choose the right solution for your practice management.
Managing internal tasks is important, sure. But it's only one of the many areas that you and your staff spend time on. You collect (store and annotate) client documents, create invoices, generate reports, communicate with clients, gather eSignatures, and much more. Imagine your efficiency if you could do all of that in one system? With Canopy you can (not to mention managing, automating, and templatizing your workflows)!
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Document Management |
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Secure client portal (web & mobile) |
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Invoices & payment processing |
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Integrated email |
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Cross-module reports |
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eSignatures |
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Highly-rated practitioner app |
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Canopy AI |
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Mobile document scan then upload |
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Workflow automations |
Limited |
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Workflow templates |
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Cloud based |
Document Management
Secure client portal (web & mobile)
Invoices & payment processing
Integrated email
Cross-module reports
eSignatures
Highly-rated practitioner app
Canopy AI
Mobile document scan then upload
Workflow automations
Workflow templates
Cloud based
4.5 stars on Capterra
Change is hard. It takes time and comes at a cost. If you’re going to go to all the effort to switch to new practice management software, then you want to ensure your investment will stand the test of time. Canopy grows with your firm while also helping you gain more insight across all modules. Enjoy innovative features, regular product updates while easily adding more modules, internal users, or clients (without sacrificing performance).
No matter the size of your firm, you need to know how your firm is performing. Is work allocated appropriately? Are clients paying on time? What services bring in the largest profit margins? Without data, you’re driving blind. But with Canopy Insights, you'll accelerate speed to insights, uncover unknowns, and democratize data.
Simplify All of Your Work
With time tracking, payments, documents, 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?
Reliably Collect Payments
Get paid effortlessly with Canopy Payments. Sign up easily, collect payments securely via a client portal, offer credit card and ACH payment options, and access detailed reports—all at competitive rates. Our highly-rated client app ensures convenient payments from anywhere, helping you get paid faster.
Leverage Innovative Technology
Canopy's innovative features help your firm increase efficiency, stay ahead of the competition, and provide 5-star client experiences. Besides the benefits of being a cloud-based platform, a few noteworthy features include AI-generated emails, workflow automations, secure links, integrated email, mobile apps, and more.
What if you could quickly search contacts, manage your files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device? And what if your clients could view requests, scan & upload documents, view & pay their invoices from anywhere, and more using their phone. With Canopy, it's a reality that will increase efficiency and convenience for everyone involved.
