Canopy Workflow helps you focus your time on the right things.
Firm-wide visibility
No more “I thought you were working on that!” Know exactly who is assigned each piece of work, what’s been finished, and what’s still outstanding.
Improve process efficiency
Create templates, assign tasks in bulk, build automations—everything you need to free up more of your time. And then it's just wash, rinse, repeat.
Enhance accuracy
It’s easy to forget, slow down, miss a notification, make simple mistakes. Canopy workflow is built just for accounting firms so your human error rate goes way down.
Directly create tasks from an email, attach an email to a task, and comment on tasks
Build singular and bulk client requests into automated workflows
Automate email updates based on task/work progress (image on left)
Create pooled/queued work with Role assignments
Simplify client creation processes with roles built in to client record templates
Workflow template - include client requests, fillable PDFs, eSignatures
Create workflow automations for reminders, status updates on client requests,
Send bulk clients requests to collect documents
Recurring tasks - automate client requests for documents on a schedule (image on left)
Create and manage time entries per task/subtask
Profitability reports
Capacity planning (image on left)
Comparing billable vs. non-billable hours
Internal tasks (write up/write down, send invoices, clear WIP, enter/manage time entries)
Canopy puts the flow in workflow.
And three are better than two (especially when one is a computer).
Work with what you've got & create efficiencies.
