Canopy Practice Management

Score10 out of 10

2 Reviews and Ratings

What is Canopy Practice Management?

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.

Categories & Use Cases

Tax Practice Management

Larry Collins

Accounting Supervisor in Finance and Accounting at CKC CPAs & Advisors PLLC (1-10 employees employees)

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

Return on Investment

Big impact on profitability based on the ability to set budgets and track time

Alternatives Considered

PCSProStaff Inc