Workflow Software for Accounting Firms

Less clicking. More doing.

Canopy Workflow helps you focus your time on the right things.

Firm-Wide Visibility

No more “I thought you were working on that!” Know exactly who is assigned each piece of work, what’s been finished, and what’s still outstanding.

Improve Process Efficiency

Create templates, assign tasks in bulk, build automations—everything you need to free up more of your time. And then it's just wash, rinse, repeat.

Enhance Accuracy

It’s easy to forget, slow down, miss a notification, make simple mistakes. Canopy workflow is built just for accounting firms so your human error rate goes way down.

WORKFLOW AUTOMATION

Workflow and Automations Built for Accountants

Canopy puts the flow in workflow.

Track and filter tasks for easy project management
Make assignments to users or roles
Automate project creation with Engagements

LEARN MORE

EASY COLLABORATION

Two Brains Are Better Than One

And three are better than two (especially when one is a computer).

Build robust templates with automations
Create recurring logic for predictable projects
Tag colleagues on tasks to clarify or notify

LEARN MORE

“

“Canopy is solving my CRM needs, as well as email organization, task management, templates, and automation, all with a client portal mobile app. Canopy has become the perfect solution to organizing my practice in one place.”

Canopy User/G2 Review

“

“We use Canopy to create and manage internal tasks. Specific follow-ups, customer requests, internal research tasks, and other to-do items can be quickly established, assigned, and tracked to completion with straight-forward steps. Staff can readily pull up their task lists, update them based on progress made, and request assistance or review.”

Rodney Schmisseur

“

“We have loved the task side of things for our firm. It helps us stay organized and we always know where things are at. Our task management is better than it ever has been before. The file structure is very user friendly and has little features that make our processes simple.”

Brandon T./G2 Review

“

“Overall, my firm's experience with Canopy Software has been amazing. The platform is user-friendly, customizable, and offers a wide range of automation options that have helped me save a lot of time.”

Jermill G./G2 Review

“

“Canopy has allowed our firm to operate more efficiently, allowing for a number of manual processes to be automated, giving us more visibility over workflow, and the list of positives goes on and on.”

Kyle G./Canopy User

RESOURCE MANAGEMENT/CAPACITY PLANNING

Know Your Firm's Limits

Work with what you've got and create efficiencies.

Manage tasks with roles for flexible assignment and work queues
Utilize a live, visual Capacity Planning dashboard
Associate projects with budgeted and actual time

LEARN MORE

Put more flow in your workflow.

Workflow + Client Engagement

Workflow + Document Management

Workflow + Time & Billing

Better together

Workflow
+Client Engagement

Directly create tasks from an email, attach an email to a task, and comment on tasks
Build singular and bulk client requests into automated workflows
Automate email updates based on task/work progress (image on left)
Create pooled/queued work with Role assignments
Simplify client creation processes with roles built in to client record templates

Better together

Workflow
+Document Management

Workflow template - include client requests, fillable PDFs, eSignatures
Create workflow automations for reminders, status updates on client requests,
Send bulk clients requests to collect documents
Recurring tasks - automate client requests for documents on a schedule (image on left)

Better together

Workflow
+Time and Billing

Create and manage time entries per task/subtask
Profitability reports
Capacity planning (image on left)
Comparing billable vs. non-billable hours
Internal tasks (write up/write down, send invoices, clear WIP, enter/manage time entries)

“Automating client tasks cut our back-and-forth dramatically. Canopy makes remote work seamless.”
Rusty Fulling, Fulling Management & Accounting

“The most helpful thing about Canopy is having industry specific workflow templates that you are able to tweak and make your own.”
Allie Bouffard, Firm Owner

“You can have [Canopy] automatically do a handoff for you based on a status change. When a task goes to the needs review status, it can automatically reassign it to this partner so work doesn’t slip through the cracks.”
Armin Kadic

Why do I need Accounting Workflow software?

Firms need project management that works for them. Tasks, subtasks, checklists, client requests, organizers, questionnaires, eSignatures. There’s a reason why that list includes more than typical project management. Work goes from you to the client and back again, and things can get lost in the shuffle. Reminders and automations help decrease that lag. Team comments help provide a space for chats specific to the work you're doing. What’s better than kicking off a project by laying out the terms, services, and pricing to a client in an engagement before any work has been completed? I’ll tell you– automated task creation once the client has accepted those terms!

CANOPY'S ACCOUNTING-FIRST TASK MANAGEMENT INCLUDES:

Tasks, subtasks, and checklists
Client requests, organizers, and questionnaires
eSignatures and engagement agreements
Team comments and file-level collaboration

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Generic project management tools don’t work for accounting firms because your work bounces between you and your clients. You need tools like client requests, eSignatures, and reminders—not just a glorified checklist. Canopy decreases the lag time by notifying team members when a task is assigned to or ready for them. Use automations to trigger task creation or status changes once a client marks a request as complete. Because your workflow is unique. It’s not generic.

Yes, Canopy allows users to set automated conditions and actions on tasks, subtasks, and client requests as subtasks. Additionally, these automation rules can be implemented inside of templates, which will help save your firm time and reduce human error when you are dealing with repeatable processes or one-off tasks.

Yes, Canopy Workflow provides a firm-wide dashboard for real-time visibility into work progress. Your team gets a bird’s-eye view of tasks, while clients see automatic status updates on their documents and assignments—reducing back-and-forth communication.

You can automate client follow-ups and task creation in Canopy. Send automatic reminders, and even auto-create a task the moment your client signs the engagement letter. With all that you have to keep track of for your clients your project management should work for you, not the other way around.

Yes! You’re on-the-go and so is Canopy. Utilize our intuitive mobile app to view, follow up on, or update tasks so that you don’t have to be back at your desk to keep your firm moving forward.

Yes! We provide 37 task templates to help you get started with workflow so you don’t have to start from scratch. The rest of the templates are personal preference, but your specialist can help you with best practices and recommendations.

Team collaboration is one of Canopy’s great strengths. Team comments let you chat right where the work is happening—no more bouncing between tools.

Schedule your Canopy Demo.

ACCOUNTING WORKFLOW MANAGEMENT SOFTWARE

Workflow