All-in-one practice management makes sure you do more with less (software, that is).
A new client knocks on your metaphorical front door? Canopy's got you covered. With engagement templates and a branded client wizard. You can build a proposal, send it, and get acceptance in no time. So long to Word docs and redundant efforts. Just let our all-in-one practice management software (that just got more all-in-one’d) help you do more accounting and less of everything else (busywork, trying to find a softer synonym for “late”, etc) .
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Customizable Engagements |
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Unlimited eSignatures |
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Automate invoice creation |
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Automate task creation |
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Collect & save payment details |
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Customize billing frequency |
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Service Item Reporting |
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Productivity Reporting |
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Custom domain & client portal |
Customizable Engagements
Unlimited eSignatures
Automate invoice creation
Automate task creation
Collect & save payment details
Customize billing frequency
Service Item Reporting
Productivity Reporting
Custom domain & client portal
4.5 stars on Capterra
Why do so many firms get hoodwinked into having multiple portals when, by definition, a portal should be a single point of entry? Stop doing this to your clients. Instead, give them the modern digital experience they’re used to—a la apps like DoorDash, Instagram, and Netflix. Canopy’s client portal app is the highest rated in the industry, which means you no longer have an excuse for having more than one (less highly-rated) portal.
Easy & Quick to Learn
Canopy Engagements is straightforward and intuitive. Already know your terms, rates, tasks, and billing details? It’s as simple as following a short form fill process. And if you don’t, the process guides you through all of the questions you need to answer. Answer them once, and PRESTO! Your word doc just turned into a real engagement. No magic necessary.
Improves Cashflow
The most complex problems can often be solved with the simplest solutions. Forget that Aged Receivables. Quit trying to pester clients to make payments. Stop giving yourself gray hair (or pulling it out in frustration). Instead, use Engagements to communicate service-level agreements with easy to understand rates & billing terms. Collect and save payment details up front so you can run automated payments or quickly bill for ad-hoc services.
Get Paid Fast
Two business days. Reliably. That’s it. That's the blurb.
It hasn’t always been standard practice in accounting to collect payment upfront. Hourly billing makes that tricky. But that leaves accountants between a rock (collect upfront) and a hard place (bill for how much you work and then get stuck with aged receivables). No, thanks. With Canopy, you can allow clients and prospects to make a payment as a part of accepting your proposal, while also giving them the option to save their payment details to their client portal. And recurring billing makes it even more seamless.
It shouldn't be too much to ask to cover everything with one software, should it? Do it all with Canopy– eSignatures, Engagements, Payments, and document management. Send a proposal, collect payment details, request an eSignature, and store that proposal on their client record. But don’t stop there. Collect eSignatures for any other type of document. Request receipts and tax documents in a branded and secure portal. Send invoices. Collect payments for ad-hoc work (you don’t have to use an engagement for everything if you don’t want to). Kick off task creation upon acceptance of an engagement. We don't use “all-in-one” casually.
