New Work in Progress tool further streamlines billing. Global Inbox updates enable accountants to view and manage all work emails in one place.
2 min read
LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, recently announced Work In Progress (WIP) reporting tools and global inbox updates. With the new WIP features, users can easily see a high-level view of all billable work and services increasing invoicing efficiency while having the ability to view all work emails in one interface.
“As we move into one of the busiest and most complicated tax seasons in our history, we want to make it as simple as possible for our customers to get paid. To make billing even easier within Canopy, unbilled time can be added directly to invoices and rolled into a single line item, allowing accountants to bill clients at any time while working on a project rather than waiting until the project is complete,” said Larry Furr, Chief Product Officer, Canopy.
With the new WIP report tool, accounting professionals are able to:
Canopy is also introducing a global inbox enabling accountants to view and manage all work emails in one place—from both clients and non-clients. In addition to this tool, Canopy has made it easy to quickly create a task or contact directly from an email.
Canopy provides cloud-based practice management software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure.
Learn more at www.getcanopy.com.
mPR for Canopy
Jenny Olson, 310-773-2568
Canopy was created by accountants for accountants.
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