Average Ratings 952 Ratings
Average Ratings 0 Ratings
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.
Description
Identify and categorize assets while overseeing them through workflows and alerts for non-compliance, all within a unified control panel; take action utilizing advanced alert profiles via API, email, or SMS. What exactly is Canopy Manage? It is a data aggregation solution that showcases the health status of assets discovered across IoT, operational technology, and IT environments, allowing for both one-time and scheduled actions facilitated by workflows and predictive analytics. This platform provides a snapshot of corporate asset governance, offering rich visual tools for immediate insights and customizable dashboards that simplify large, complex cloud systems into clear and pertinent views. This capability empowers quantified decision-making, ensuring both optimal performance and effective cost management while providing asset health oversight and security for IT and IoT assets. How can Canopy Tools assist you? If you are a technical professional, you can realize your vision while maintaining control and circumventing many of the conventional and avoidable IT expenses. As a decision-maker, you will benefit from streamlined operations that enhance efficiency and effectiveness. By leveraging these tools, organizations can achieve a greater understanding of their asset landscape, ultimately driving strategic initiatives forward.
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
$50.00/month
Free Trial
Free Version
Pricing Details
$2 per 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
Canopy
Founded
2013
Country
United States
Website
www.getcanopy.com
Vendor Details
Company Name
Canopy Tools
Founded
2017
Country
Australia
Website
www.canopytools.com
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
Product Features
Fixed Asset Management
Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management
IoT
Application Development
Big Data Analytics
Configuration Management
Connectivity Management
Data Collection
Data Management
Device Management
Performance Management
Prototyping
Visualization
