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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 Canopy IoT Platform?
CanopyTM is an all-encompassing IoT platform designed for businesses, allowing for centralized oversight, management, and control of numerous connected devices at scale. With its real-time dashboard and advanced features, along with customizable key performance indicators (KPIs), the platform delivers comprehensive insight into your entire network. Users can monitor the status of their devices, address service issues proactively to prevent escalation, and elevate customer satisfaction through innovative solutions. The ability to configure KPIs effectively aligns device management with specific business needs, enhancing operational effectiveness. By enabling remote device control and automatic notifications, timely responses to emerging challenges are assured. CanopyTM not only boosts customer satisfaction through exceptional experiences but also contributes to sustainable profit growth. The platform compiles real-time data from your network into a singular, user-friendly view, streamlining the management process. By accessing Canopy's cloud-based portal, users can efficiently manage devices, locations, and integrations with vital business applications, ensuring smooth operations. This integrated approach not only facilitates process optimization but also significantly enhances overall organizational efficiency, ultimately empowering businesses to thrive in a competitive landscape.
Integrations Supported
Axis LMS
Calendly
Forge
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Integrations Supported
Axis LMS
Calendly
Forge
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
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
Banyan Hills Technologies
Date Founded
2013
Company Location
United States
Company Website
banyanhills.com/canopy-iot-platform/
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
IoT
Application Development
Big Data Analytics
Configuration Management
Connectivity Management
Data Collection
Data Management
Device Management
Performance Management
Prototyping
Visualization