We released a new feature that makes time tracking easy, efficient, and accurate so you can get paid faster. View the details here!
1 min read
Canopy’s time tracking is here. Now you can easily track your productivity and get paid faster. Here are four time tracking features to try out.
With Canopy’s timer you’ll never miss a billable hour. You can track billable work with the click of a button. You’ll also have the option to pause, save, or discard a time entry. Additionally, the timer is available alongside your other workflows, so using it won’t interrupt your work.
If you want quick visibility into the time you’ve spent on casework for a certain client, you can navigate to Canopy’s client timesheet. In a client-by-client view, you can see how much time has been spent, who in your practice has done the work, which service was done for a client, and more. The client timesheet is where you’ll be able to analyze and find opportunities for increasing your revenue and productivity.
If you need or want to enter your time manually, you can still do that. You’ll have the option to fill in details such as start and end time, date, client, notes, and more. Like the timer, manual time entry is also accessible alongside other workflows.
Last but not least, aside from tracking your time, your time entries will also be integrated with Canopy’s invoicing and payments feature. All you have to do is select an entry from your client timesheet, and Canopy will auto-populate an invoice for you. After that you’ll simply send the invoice through the client portal and wait to get paid.
Want to check out Canopy’s other new features? You can find them all here.
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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