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 AuditDashboard?
AuditDashboard's cloud-based platform revolutionizes the way professionals and clients gather information by standardizing the process. It enhances the client experience through a collaborative and interactive PBC request list that simplifies the reconciliation of pending requests. By centralizing communication and document management, AuditDashboard boosts efficiency and removes information silos that can impede productivity. This innovative solution not only saves time but also promotes organization and keeps all parties informed. Our secure and user-friendly software effectively streamlines document collection, ensuring a hassle-free experience for clients. Additionally, it transforms engagements into collaborative endeavors, helping to maintain focus and accountability among team members. Both clients and firms appreciate the dashboard, which provides clear visibility into completed tasks alongside pending ones, allowing them to visualize the progress of everyone's contributions. This transparency fosters better teamwork and enhances overall project management.
Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
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
Audit Dashboard Inc.
Date Founded
2012
Company Location
Canada
Company Website
www.auditdashboard.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
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management