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Ratings and Reviews 952 Ratings
What is OfficeTools?
Enhance the efficiency of your practice by leveraging automation, encouraging team collaboration, and improving client satisfaction through the use of OfficeTools CPA practice management software. Delve into our resource hub to learn how leading firms are expanding their service offerings and enriching the client experience. With our all-encompassing accounting practice management software, you can oversee time tracking, billing, invoicing, client relationships, projects, and documents all from one unified platform while effortlessly integrating with key business applications. Eliminate the frustration of repetitive data entry across multiple tax software, accounting systems, calendars, and emails. By centralizing all vital information, you can gain a thorough understanding of the Who, What, Where, When, and Why, which will help you to focus your efforts more strategically. Equip your clients for success today while also crafting a vision for the future with a customized accounting and tax practice management solution that empowers your team to deliver exceptional results. This cutting-edge software not only boosts productivity but also plays a pivotal role in nurturing enduring client relationships, ultimately contributing to a more robust business. By embracing these innovations, you can position your firm for long-term success in a competitive landscape.
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.
Integrations Supported
Microsoft Excel
Calendly
Cloudnine Realtime
Facebook
Gmail
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Outlook
Integrations Supported
Microsoft Excel
Calendly
Cloudnine Realtime
Facebook
Gmail
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Outlook
API Availability
Has API
API Availability
Has API
Pricing Information
$50 per month
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
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
OfficeTools
Date Founded
1997
Company Location
United States
Company Website
www.officetools.com
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.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
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
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