We’ve improved time tracking to make it even more useful for you and your firm.
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In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm. Here are the new enhancements you should know about.
Need to track time for multiple clients throughout the day? You can now do that in Canopy at the click of a button with multiple timers. There is no limit to how many timers you can open, so you won’t miss a single billable hour from any client. Plus, you can add notes to organize timers and pause, save, or discard time entries.
Your staff members who aren’t admin users will now be able to view, edit, and add their own time entries across all of their client work.
Want to try out our new-and-improved time tracking feature? Sign up for a free trial here (no credit card required).
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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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