Ratings and Reviews 952 Ratings
Ratings and Reviews 0 Ratings
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 Athena Workflow?
Athena Workflow is a specialized software solution tailored for accounting firms, designed to optimize their operational workflows. This task management platform significantly boosts efficiency by conserving valuable time and resources while maintaining an organized practice. With functionalities for job management, task assignment, and live updates, you can reliably meet deadlines and address the specific needs of each client. Our mission is to deliver a North American software developed by accountants, which guarantees the effective and efficient organization of accounting responsibilities while ensuring the secure storage of various digital files. By providing a thorough software solution for accounting firms, we aim to assist professionals in achieving their broader objectives and encourage environmentally friendly practices, ultimately enhancing the health of our planet. Furthermore, Athena Workflow not only acts as a time-saving resource but also embodies a commitment to sustainability, helping to transform the accounting sector for the better. This dual focus on efficiency and ecological responsibility makes Athena Workflow an invaluable asset for modern accounting practices.
Integrations Supported
Axis LMS
Calendly
Docusign
Gmail
Google Contacts
Google Forms
Google Sheets
IRS POS
Knolli
Mailchimp
Integrations Supported
Axis LMS
Calendly
Docusign
Gmail
Google Contacts
Google Forms
Google Sheets
IRS POS
Knolli
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Pricing Information
$249 per year
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
Athena Workflow
Company Location
United States
Company Website
www.athenaworkflow.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 Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking