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What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
What is Aero Workflow?
Aero equips your firm with vital tools to make the most of its knowledge capital efficiently. By seamlessly merging your workflows and daily tasks, Aero boosts efficiency, scalability, and profitability within your organization. You can rest assured that every detail of client work will receive the attention it deserves, whether it pertains to a one-off project, ongoing task, urgent client issue, or even correspondence via email. Everything is organized into a unified list, allowing you and your team to have a clear view of priorities that need addressing today. With Aero, monitoring the progress of all client-related tasks becomes straightforward: you can track what has been finished, what is in progress, and what deadlines are approaching. The platform includes a time tracking feature that alerts you to any potential scope changes as they happen. Furthermore, Aero's management reports offer essential insights into vital metrics such as employee performance and project costing, empowering you to enhance your practice even further. By adopting Aero, you not only improve the efficiency of your operations but also elevate the level of satisfaction experienced by your clients, fostering long-term relationships. This ultimately positions your firm for sustained growth and success in a competitive market.
Integrations Supported
Axis LMS
Nekton.ai
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Integrations Supported
Axis LMS
Nekton.ai
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Pricing Information
$39 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Company Facts
Organization Name
Aero Workflow
Date Founded
2013
Company Location
United States
Company Website
www.aeroworkflow.com
Categories and 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
Categories and 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