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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 Agile Audit?

Efficient Audit Engagements – Ranging from small to large-scale operations, characterized by interactivity and user-friendliness. Experience the advantages of online Cloud Audits: Engage remotely, minimize IT overhead, and collaborate securely with clients and team members throughout the audit process. Utilizing Agile Audit presents numerous advantages. Its user-friendly interface and 'guided audit' methodology make it a swift and straightforward tool for staff to adopt immediately. Collaboration is secure and seamless for clients, audit teams, and other involved parties through a singular, intuitive platform. You can monitor the progress of your audit engagements while ensuring compliance, enabling better staff management and enhancing overall business profitability. Additionally, the CaseWare Cloud infrastructure boasts top-tier certifications, guaranteeing the utmost security for your clients' sensitive information. Furthermore, this advanced technology streamlines processes, ultimately fostering a more productive and efficient audit environment.

Media

Media

Integrations Supported

Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QicsMilestones
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

Integrations Supported

Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QicsMilestones
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

CaseWare Australia & New Zealand

Date Founded

1995

Company Location

Australia

Company Website

www.caseware.com.au/product/online-cloud-agile-audits/

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

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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