New functionality enables accountants to better streamline firm activities.
2 min read
LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates across its software suite to equip industry professionals with the tools they need to best organize their firm and efficiently utilize their time.
“On the heels of a very busy season for tax professionals, we have made enhancements to our Practice Management and Tax Resolution offerings to continue providing our users with leading-edge software. By streamlining the day-to-day activities of industry professionals, our goal is to make sure our customers can provide the best possible service to their clients,” said Larry Furr, Chief Product Officer, Canopy.
New features and updates include:
Canopy is further streamlining firm activities through feature updates to the Canopy Mobile app and making it easier to track team productivity with a new dashboard.
“Canopy will continue to update its time and billing functionality, including improved reporting, enabling firms to more easily track projects, in addition to adding more powerful insights to how the practice is performing overall. These updates are increasingly important as virtual work becomes a necessity,” continued Furr.
In the coming weeks, Canopy will also be introducing annotations for better document management. PDF annotations can be applied and managed within Canopy to support team collaboration, particularly for teams working remotely. Staying updated and comparing notes on documents, has never been easier.
Canopy provides cloud-based practice management and tax resolution 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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