Canopy Features

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

Contains a portal to facilitate third-party or client application access

Automates some or all operation related tasks

Has a centralized dashboard for users to interact with

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Standardize the onboarding process with templates

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Manage integrations for accounting, project management, email, data integration, or similar platforms

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation