Workflow

Instantly know what each team member is working on.

Task List

Project Management

Goodbye, sticky notes and version 9e_greg of Excel docs.

  • CREATE TASKS & SUBTASKS

    It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”

  • TASK MANAGEMENT

    It takes a village to take care of a client. And by “village” we mean “the ability to add, assign, and share among internal team members, set timelines, track statuses, and a whole lot more (all of which Canopy offers).”

    • • Assign to a client's record
    • • Add internal team members
    • • Set dates
    • • Track statuses

  • ACTUAL VS BUDGETED TIME

    Time is money, so it makes sense to budget your time (and track it like a hawk). Canopy helps you do just that, creating a time budget for every task and subtask, then letting you track time against that budget.

  • NOTES & MESSAGES BY TASK

    Sticky notes are dead, long live Canopy! We let you quickly and easily make notes or collaborate with colleagues and even clients on individual tasks. Gone are the days of scrambling to find the right little piece of paper or trying to interpret someone’s (or your own) scribbles. It’s all right there—in Canopy.

  • TASKS BY CLIENT

    Organized by client. For your whole firm. All tasks for each client appear in the Tasks tab of their client record, giving you a holistic view of what your firm is working on for each client.

  • FIRM-WIDE TASK VIEW

    You know the thing in movies where the hero is in some techie control room, looking at some multi-screen overview of absolutely everything and then says “THAT ONE! ZOOM IN”, pointing at one screen? That’s you with Canopy—seeing a global view of all the things (tasks, clients, team members) and being able to zoom in on individual projects close-up.

  • MOBILE APP

    The Canopy mobile app does just what you’d hope a mobile app would do: let you see all your tasks (current, overdue, upcoming), create new tasks, see any client’s profile and all its tasks. And it lets you do all of this easily and on-the-go.

  • NOTIFICATIONS ON TASK UPDATES

    Look. It’s 2021. If we have to describe what a notification is/does, congratulations, we unsarcastically bow down to the last person on earth with no notifications in their life. But, yeah, Canopy will send you an email or notification in Canopy (or both) whenever there’s an update to a task.

  • TASK ACTIVITY HISTORY

    Canopy lets you review a history of all the actions and changes made to any task. It’s like a chronologically-accurate paper trail, minus the annoying paper.

Process Management

Whether it’s repeatable tasks or one-offs, Canopy puts the flow in workflow.

  • WORKFLOW TEMPLATES

    Speaking of flow, Canopy helps you create a set of tasks and subtasks, assign team members, set follow-up reminders, organize the template with the order each task/subtask should be completed in, and set due dates to automatically calculate after the previous task was marked complete. That should get the work flowing.

  • RECURRING TASKS

    Once Canopy helps you create a unique task or one from a template, you can set the interval you want it to repeat at and set fixed or relative start or due dates. After the current task has been completed, Canopy auto-creates the next task for you. That should keep the work flowing.

  • BULK ACTIONS ON TASKS

    Bulk up! It’s easy to create tasks (or task templates) for several clients at once. With Canopy, all you have to do is use tags that apply to specific groups of clients, or pick individual clients from your client directory.

Automation

Why keep trying to do it all alone when you can automate?

  • CLIENT ORGANIZER

    Canopy’s tax organizer or survey is your place to learn everything. And, because it helps you quickly and easily gather all the information from your tax clients needed to complete their return, everything’s in its place.

  • CLIENT REQUESTS

    Need a document, a question answered, or something else from a client? Send an electronic request, which assigns a task to your client, and can be sent as a one-off or built into a template as a standard part of your processes. But the best part? Canopy automatically sends (see also: pesters) the reminders to your client until that task has been marked complete.

  • CLIENT MOBILE APP & PORTAL

    Our highly-rated client portal and mobile app (included with Canopy Client Management) facilitates the tax organizer and client request process between your firm and your clients. We make it simple for everyone—you, your firm, your clients—to share and collaborate.

  • AUTOMATE REPETITIVE TASKS

    For repetitive tasks—you know, bookkeeping and tax prep—with just a few clicks, you can set up a task to recur on a predefined schedule. Why manually create tasks each time?

Views & Filters

Because project management isn’t just what you look at, but how you look at it.

  • GLOBAL PRESETS

    Filters change the way you look at things. Canopy gives you a global view of everything your firm has in the works while also letting you get super-specific and see what you want to see when you filter by assignee, client, status, date, time, etc.

  • CUSTOM TASK FILTERS

    And if all those trusty filters aren’t enough, Canopy also lets you stack them to create customized views or reports. You can even save settings for later and have them auto-refresh as your team updates, changes, or adds new tasks that fit that criteria.

  • CUSTOM WORKFLOW TABS

    Once you save your custom filter views in Canopy, you can quickly tab between them just like you would in an internet browser. Why reinvent the wheel, er, tabs when the intuitive way works just fine?

Productivity Management

The first step to measuring efficiency is measuring.

  • BUILT-IN TIME KEEPING

    Canopy offers a built-in timer to track time against the task or subtask you or your team are working on—automatically. What’s next? Bio-trackers for every worker? (No. C’mon, this is accounting software, not a post-apocalyptic dystopia.) Oh, and if you need to enter your time manually, that’s also an option to do that in Canopy.

  • TIME ENTRIES

    If you need to enter your time manually, that’s also an option in Canopy. That's it. That's the blurb.

  • BUDGETED VS ACTUAL TIME

    What’s the saying about best laid plans? Well, Canopy tries to keep them from going awry by showing the aggregated time from our automatic, built-in timer and manual time entries on each task versus the time budget that was initially created. So you and your staff can always see how close you are tracking to plan.

  • PRODUCTIVITY REPORT

    How productive is your firm? How productively do you handle your clients? Canopy helps you answer those questions more definitively, by allowing you to see productivity at a high level or drill down and see individual projects (or clients or team members).

See how we can 
help your practice.

Submit the form and we'll be in touch soon.

bottom-cta-bg@desktop