Excellent Practice Management Tool!
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
We use Canopy for client management, project management, and time reporting. It allows us to setup TASKS under each client, then assign staff to those tasks with a hierarchy of completion that triggers the next task through to final completion. Tracking time by staff by client allows us to monitor both productivity and profitability. Our projects include monthly accounting and financial reporting, special accounting projects, payroll processing, tax accounting and tax preparation and filing. We use Canopy across our entire organization and for all of our staff. It has made a wonderful difference in the ability to manage our practice.
Pros
- Client information management
- Task tracking
- Time Tracking
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
Likelihood to Recommend
LC
Larry Collins
Accounting Supervisor in Finance and Accounting at CKC CPAs & Advisors PLLC (1-10 employees)
Vetted Review
2 years of experience