Choose the right solution for your practice management.
We're not just an all-in-one solution; we're a solution that's been cohesively built from the ground up, not piecemealed together through mergers and acquisitions (no phasing out of products– *cough* ImagineTime *cough*). Customer research is one of our favorite things, so you can rest assured that your voice will be heard and that we'll continue to develop and innovate every aspect of our product.
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AI Generative Emails |
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Works for All Firm Sizes |
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Canned Dashboards |
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Custom Dashboards & Insights |
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Edit & Annotate Files |
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eSignatures |
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Workflow Automation |
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Firm Wide Insights |
Limited |
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Project Management |
Limited |
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Time & Billing |
AI Generative Emails
Works for All Firm Sizes
Canned Dashboards
Custom Dashboards & Insights
Edit & Annotate Files
eSignatures
Workflow Automation
Firm Wide Insights
Project Management
Time & Billing
4.5 stars on Capterra
Whether you only need a Time & Billing solution or you want to ease your way into a full-fledged Practice Management solution, you can start with Canopy Client Management + Time & Billing for less than any tier of Mango’s Practice Management. And you'll get a more robust offering:
• a Client Portal (with a highly-rated, already-built mobile app) that you and your clients will love (and use)
• invoices with your branding and automated reminders
• write up or write down services
• late fees attachments
• WIP dashboard
Find Answers to Unknowns
Without data, you’re driving blind. 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? Get all the reporting you need with Canopy Insights.
Attract New Clients
Imagine clients flocking to you because they hear how easy you are to work with? You’re modern, accessible, and secure. Canopy’s Client Portal makes you the rockstar. Easily avoid sending documents over email or (yikes) receiving screenshots or shaky photos instead of PDFs.
Get the Support You Deserve
With an award-winning, US-based support and implementation team and accessible via chat, email, and phone, you'll get the help and guidance you need as you adopt a new software. We're also extremely focused on gathering feedback and conducting customer research calls.
Insights help you make data-driven decisions. Without data, there's no knowing how your business decisions are helping or hindering your firm. You're guessing (at best). With insights on clients, tasks, billing, and time, you can dive deep into any area of the business and make better decisions.
Canopy isn’t only for you. It’s for your clients as well. Give your clients the option that works best for them—secure links accessed from an email, login on a web browser (through a customized Client Portal), or download our beloved app. Meet your clients where they are and increase the likelihood of them engaging and responding—all without causing confusion for them or your staff. All in one place: Canopy.
Between the reliability of Canopy’s payment processing and the rates we provide, you’ll wonder why you didn’t switch sooner. You’ll have access to your money faster. You’ll also be able to pass on credit card fees through surcharging and send automated invoice reminders or charge late fees to encourage clients to pay on time.
Canopy’s Payment Rates: 2.75% per transaction + $0.30; ACH $1 per transaction
Mango PM’s Payment Rates: 2.99% and $0.29 per transaction; ACH 1% (up to $10 max)
