You're a numbers person; now you can make the numbers work for you.
Create uniformity & security in each client's data by ensuring you have a solid source of truth.
Add administrative layers of data to slice and/or dice your client list for quick marketing and engagement work.
See employee productivity—how it relates to work type and difficulty—to help you plan ahead
Get to the data-driven, insight-laden, process-oriented place you want to be, with both speed and purpose.
Spot gaps and negative trends to make the necessary, on-the-fly adjustments in processes and operations.
Catch positive trends and reinforce good behaviors with both employees and clients.
Accelerate speed to insights with no more interminable exporting and preparing of data.
Put your software to work for you—with alerts and scheduled reports.
Facilitate real-time, data-driven, firm-changing decision making like never before.
Create uniformity & security in each client's data by ensuring you have a solid source of truth.
Add administrative layers of data to slice and/or dice your client list for quick marketing and engagement work.
See employee productivity—how it relates to work type and difficulty—to help you plan ahead
Get to the data-driven, insight-laden, process-oriented place you want to be, with both speed and purpose.
Spot gaps and negative trends to make the necessary, on-the-fly adjustments in processes and operations.
Catch positive trends and reinforce good behaviors with both employees and clients.
Accelerate speed to insights with no more interminable exporting and preparing of data.
Put your software to work for you—with alerts and scheduled reports.
Facilitate real-time, data-driven, firm-changing decision making like never before.
On paper, CPAs are the most well-equipped individuals to run a business. Why? Because you understand numbers. Yet being good with numbers doesn’t always lead to good business acumen. Canopy’s Practice Management Suite can help optimize, maximize, sophisti-cize your current situation.
