We’re happy our customers have voted us to win multiple Spring 2022 Capterra awards for our practice management software. Check it out!
1 min read
Customers speak louder than companies, right? That’s why we’re happy our customers have voted us to win multiple Spring 2022 Capterra awards for our practice management software. We’ve always thought highly of our product, but it’s always nice to hear it from someone else. Check out what we won for below!
Accounting practice management software should bring together all of your practice’s mission-critical functions in one place. Cloud-based accounting practice management will help eliminate task switching and clicking, improve efficiency and tighten up internal and client-facing processes and communication. That’s what we’re all about here at Canopy. That’s why we’re honored to be named the #1 Top Performer on the practice management software shortlist and as an accounting practice management category leader for GetApp and be listed as Software Advice accounting practice management FrontRunner.
Decentralized document sprawl, lack of secure systems, unformatted files and clients losing information—any of this sound familiar? We know document management can be a headache. That’s why Canopy strives to make those headaches go away with our Document Management software. We’re glad our hard work has paid off and we’ve been named as an emerging favorite by Capterra.
Without the ability to track time in practice management software, accountants are forced to find another place to track and record time spent on projects. With Canopy’s Time & Billing Module, accountants are able to track their time and create invoices all in the same place. Plus, with our QBO integration, double entry is eliminated and accuracy and efficiency is increased. We’re glad our users love this seamless experience and we’re honored to be placed on the billing and software shortlist for our noteworthy product.
We also recently won some G2 awards, which you can check out here.
Explore more of our recent Articles, User Stories, and Ebooks.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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