Average Ratings 0 Ratings
Average Ratings 952 Ratings
Description
Canopy’s Core Modules serve as the essential building blocks of a fully integrated system, acting as the initial point of contact for all businesses. These foundational modules cater to the universal infrastructure needs of every food company, irrespective of their specific focus or niche. They encompass critical areas such as Accounting, Purchasing, Sales, Inventory, and Reporting, all of which are integral to the Core. Furthermore, the inclusion of advanced report writers ensures straightforward access to your data. Each comprehensive module is filled with numerous features tailored to enhance operational efficiency, thereby establishing a solid base for achieving growth and profit objectives. The value of a system is heavily influenced by the support provided by the company behind it. The Aspen team is prepared with departments centered on customer needs. Their Technology Solutions team is equipped to supply hardware and support suitable for businesses of any scale. Additionally, Implementation Specialists are available to assist in the deployment of a new system or even the incorporation of an additional software module into your organization. This commitment to client success ensures a seamless transition and optimal utilization of the system's capabilities.
Description
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
API Access
Has API
API Access
Has API
Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aspen Systems
Founded
1988
Country
United States
Website
www.aspen-systems.com/canopy-overview
Vendor Details
Company Name
Canopy
Founded
2013
Country
United States
Website
www.getcanopy.com
Product Features
Food Service Distribution
Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
