We released a feature update that has made the time tracking function in Canopy even more robust. Click here for details on how to use it!
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Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your practice. You’ll now be able to analyze data to improve your profitability and productivity. Let’s take a look at the main features of the dashboard.
Revenue analysis provides real-time reporting of your practice’s time and billing records, so you can identify invoiceable hours, measure profitability, determine rates, and more. You’ll be able to view the following at a glance:
You can also view time entries for every practitioner and client.
Within the dashboard you can apply custom filters for a flexible, detailed view. You can select any grouping of clients, practitioners, services, or timeframes. This ability to filter combined with the revenue analysis feature will enable you to answer important questions for your practice such as:
Because of the flexibility of the dashboard, you’ll also be able to answer many other questions that are more specific to your practice’s needs.
Lastly, if you want to further analyze your data in Excel or other third-party applications, you can export the data to CSV.
Want to see what else is new in Canopy? Check out our calendar feature update.
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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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