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Average Ratings 952 Ratings

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ease
features
design
support

Description

CanopyTM serves as a comprehensive IoT platform for enterprises, enabling centralized monitoring, management, and control of connected devices on a large scale. The platform features a real-time dashboard along with advanced functionalities and customizable KPIs, providing thorough visibility into your entire network. You can oversee the overall condition of your devices, proactively resolve service issues before they escalate, and enhance customer experiences with innovative solutions. Configurable KPIs allow you to tailor device management to meet specific business requirements effectively. By remotely controlling devices and automatically triggering notifications, you can ensure timely responses to emerging issues. CanopyTM not only fosters customer satisfaction through unique experiences but also supports sustainable profit growth. The platform aggregates real-time data from your network, consolidating it into a singular, accessible view. By logging into Canopy’s cloud-based portal, you can efficiently manage all your devices, locations, and integrations with essential business applications, ensuring seamless operations. This level of integration and control empowers businesses to streamline their processes and improve overall efficiency.

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

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Calendly
Forge
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Wufoo
Xero

Integrations

Axis LMS
Calendly
Forge
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Wufoo
Xero

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

Banyan Hills Technologies

Founded

2013

Country

United States

Website

banyanhills.com/canopy-iot-platform/

Vendor Details

Company Name

Canopy

Founded

2013

Country

United States

Website

www.getcanopy.com

Product Features

IoT

Application Development
Big Data Analytics
Configuration Management
Connectivity Management
Data Collection
Data Management
Device Management
Performance Management
Prototyping
Visualization

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

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