TrustRadius

Canopy Practice Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Canopy Practice Management
Score 10.0 out of 10
N/A
Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.N/A
Pricing
Canopy Practice Management
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Canopy Practice Management
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
Canopy Practice Management
User Ratings
Canopy Practice Management
Likelihood to Recommend
10.0
(0 ratings)
User Testimonials
Canopy Practice Management
Pros
  • Client information management
  • Task tracking
  • Time Tracking
LC
Larry Collins
Accounting Supervisor
Read full review
Cons
  • I wish Contact information could contain active hyperlinks
  • I wish reports could be generated based on TAGS
  • I wish contact lists could be generated based on filters
LC
Larry Collins
Accounting Supervisor
Read full review
Alternatives Considered
LIGHT YEARS ahead of PCS. We hated it
LC
Larry Collins
Accounting Supervisor
Read full review
Return on Investment
  • Big impact on profitability based on the ability to set budgets and track time
LC
Larry Collins
Accounting Supervisor
Read full review
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