ACCOUNTING AUTOMATION SOFTWARE

Apply automation rules to tasks, subtasks, and client requests within your preset workflow templates. Choose from a variety of different conditions and actions to automatically initiate custom, specific actions. This can help you and your staff save time and streamline your process.

Never send a manual reminder to your clients again. Canopy does the pesky reminding for you, so you can keep your cool, even with the most tardy of clients. Set up reminders to be as frequent or sparse as you’d like. 

Create logic that manages the tasks you do regularly. Choose exactly how you would like to have the task recur (after one is completed or based on a due date). No need to recreate, even if you have a template. 

Reduce the mental load that goes into managing your firm’s workflow by automating tasks and subtasks. Choose from a list of triggering actions including (but not limited to):

• Once a task is created then send a client email or notify an assignee
• When a task status is changed then create another task, record a date, send a client email, send a team member a notification, or set an assignee
• Send a reminder to the correct team member when a task or subtask approaches it’s due date

Automatically keep stakeholders informed on firm initiatives. Emailed reports will include either a CSV or PDF of the Liveboard for easy viewing. Whether you access the raw data directly in the product or via download, you’ll always be able to see and access your data. It’s your data, after all.