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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
Notis is an innovative cloud-based engagement management system tailored for accountants, facilitating seamless collaboration with their clients. It enhances organization, fosters better communication, and provides advanced analytics. Through Notis, accountants can streamline their engagements in one centralized platform, encompassing teams, clients, documents, communication, and analytics. Users benefit from a quick snapshot view that summarizes upcoming tasks and recently accessed workspaces, enabling them to efficiently prioritize their workload. The "activity center" serves as an inbox that aggregates all activities related to assigned workspaces, ensuring that users stay informed about the context of every message. These activities encompass status updates, changes in priority, task assignments, and the ability to comment or upload files. By transforming traditional file rooms into dynamic task management suites, Notis revolutionizes document handling with its unique organizational approach. Each task entry conveys its own narrative, making it easier for accountants to track progress and maintain clarity amidst multiple projects. This comprehensive system ultimately empowers accountants to enhance their productivity and client interactions significantly.
API Access
Has API
API Access
Has API
Integrations
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Integrations
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Pricing Details
$50.00/month
Free Trial
Free Version
Pricing Details
$65 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
notis
Founded
2021
Country
United States
Website
getnotis.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
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