Canopy Reviews & Ratings

Canopy

4.6 out of 5 stars
Company Website for Canopy

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1,172 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 4 out of 5 stars

What is Anikop Expert?

Introducing Anikop Expert, a robust Expert-Comptable software that seamlessly unifies every aspect of your firm's operations, from creating mission proposals to managing tasks and generating invoices. Utilizing Anikop Expert can significantly improve the commercial, administrative, and organizational efficiency of your accounting practice. This comprehensive software features both a CRM for accountants and internal management tools, ensuring that every aspect of your professional activities is effectively addressed. As accounting firms navigate the challenges of evolving missions to meet the demands of business leaders, while also tackling the decline in profitability from traditional services, Anikop Expert provides a customized service model grounded in effective customer relationship processes. By enhancing productivity, this software helps to safeguard mission margins and profitability, all while allowing for precise management of production that respects your valuable time. Additionally, it offers resources that encourage autonomy through proficient task and obligation management, streamlining internal operations within the accounting firm as if it were a corporate entity. This level of organization ultimately empowers firms to flourish in a competitive market by optimizing their workflows and improving service delivery, positioning them favorably for future growth. With Anikop Expert, firms can not only survive but thrive amidst the changing landscape of the accounting industry.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$50.00/month
Starting price $89.00/month for unlimited users
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Anikop

Date Founded

2006

Company Location

France

Company Website

www.anikop.com/logiciel-expert-comptable

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Accounting

Not specified

Restaurant Management

Not specified

Restaurant POS

Not specified

Categories and Features

Accounting

Canopy is an award-winning, integrated software solution designed for accounting firms, CPAs, and bookkeepers, aimed at fostering an autonomous work environment. Acting as a comprehensive operating system for your practice, Canopy streamlines operations by unifying client management (CRM), document management, workflow automation, time tracking, billing, proposals, and engagements into a single, cloud-based platform accessible with one login. The core feature is Canopy Coworker, an AI assistant that enhances accounting processes, generates client communications, and gathers insights throughout your practice, helping to minimize administrative tasks. Discover more at getcanopy.com.

Billing & Invoicing
CPA Firms
Nonprofits
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Canopy is a highly regarded, comprehensive accounting practice management solution that empowers accountants to create an independent firm. Functioning as a unified operational system, Canopy addresses the challenges and security concerns of managing a practice with disparate tools by integrating client relationship management (CRM), document handling, workflow automation, billing and time tracking, engagements, and proposals into a single, modern, cloud-based platform accessible through one login. At its core lies Canopy Coworker, an AI designed specifically for accounting tasks that assists in drafting client communications, summarizing intricate documents, and streamlining administrative processes. By consolidating all essential practice functions into a singular platform, Canopy provides CPA, tax, and bookkeeping firms with the visibility and organization necessary to expand, enhance efficiency, and concentrate on delivering high-value services to clients. Discover more at getcanopy.com.

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

Canopy is an award-winning, comprehensive tax practice management solution designed to empower tax professionals, CPAs, and accounting firms to operate independently. It addresses the challenges of peak tax season and eliminates data silos by integrating client management (CRM), secure document collection, workflow automation, and billing into a single, modern cloud-based platform that requires only one login. Tax teams can seamlessly access IRS transcripts, monitor notices, and carry out tax resolution workflows while maintaining daily communication with clients. At the core of this platform is Canopy Coworker, an AI tool that enhances productivity by streamlining complex document summarization and drafting messages, thereby reducing the administrative burden within the practice. Discover more at getcanopy.com.

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Tax Forms
Workflow Management

Trust Accounting

Not specified

Popular Alternatives

AD-Men Reviews & Ratings

AD-Men

AD-RH

Popular Alternatives

Soraban Reviews & Ratings

Soraban

4.7 out of 5 stars
KiwiRes Reviews & Ratings

KiwiRes

Kiwi System
Accounting CS Reviews & Ratings

Accounting CS

Thomson Reuters
Clio Reviews & Ratings

Clio

Themis Solutions
4.9 out of 5 stars