Canopy lets you build your practice management platform to work as you need it. You start with Client Management as your foundation and go from there. Maybe you don’t need every module right now, but if (see also: when) you do, we make it ridiculously easy to add them on to your existing Client Management foundation.
Client Management centralizes all the information you have about your clients—client directory, client records, intra-firm communications about clients, shared (and synced) calendars, and all communication and sharing directly with your clients. Your firm is client-centric, so it makes sense that Client Management is the core module of Canopy that our other modules plug into.
Document Management is your one-stop-shop for any and all documentation. Your documentation (and especially your clients’) shouldn’t be spread across all creation like Voldemort’s horcruxes. Canopy’s centralized system makes it easy to store, organize, work on documents, share them with clients (if you want), and even use eSign if necessary.
Workflow software is your central hub for figuring out how to manage your day (maybe we should’ve called it Day Management?). It helps you track everything you and your team are working on (currently and upcoming), set up and automate processes in your firm, view and manage the tasks at a high level, and track productivity. And did we mention it’s all trackable by client, whether you’re at your desk or on the go? (It is.)
Time & Billing software is where work becomes revenue. It helps you turn your tracked time into invoices, invoice clients (hourly or fixed rate), and run reports. Canopy makes sure it’s simple to share invoices and collect payments from your clients. Nobody’s doing this work for their health, after all.
Integrations are part of Canopy’s focus on building the best practice management system around. Because, while we integrate key functions into one platform, being the best means playing nice (see also: integrating) with your favorite, irreplaceable software. That’s why we built the most robust integration with Quickbooks Online on the market. And it’s why we partnered with the IRS—good luck replacing them—to build out the best integration possible.