Canopy

Practice management software for accounting firms
(92 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Forum Forum
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

US$89,00/month
Free Free
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Activity Dashboard Activity Dashboard
Automatic Notifications Automatic Notifications
Billing & Invoicing Billing & Invoicing
Client Management Client Management
Client Portal Client Portal
Collaboration Tools Collaboration Tools
Configurable Workflow Configurable Workflow
Custom Fields Custom Fields
Custom Forms Custom Forms
Customizable Templates Customizable Templates
Data Filtering Data Filtering
Deadline Management Deadline Management
Document Storage Document Storage
Engagement Analytics Engagement Analytics
Forms Management Forms Management
Invoice Management Invoice Management
Invoice Processing Invoice Processing
Progress Reports Progress Reports
Progress Tracking Progress Tracking
Projections Projections
Resource Management Resource Management
Rules-Based Workflow Rules-Based Workflow
Survey Management Survey Management
Surveys & Feedback Surveys & Feedback
Task Management Task Management
Timeline Management Timeline Management
To-Do List To-Do List
Version Control Version Control
Web Forms Web Forms
Workflow Management Workflow Management

Integrations

Integrations

Zapier Zapier