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Ratings and Reviews 1,010 Ratings
What is Practice CS?
Practice CS stands out as a premier practice management tool tailored for accounting professionals, focusing on reducing time inefficiencies, removing unnecessary tasks, and improving overall operational governance. In addition to its time-and-billing capabilities, Practice CS facilitates the smooth onboarding of new staff, accelerates invoice generation with greater accuracy, evaluates the profitability of services over time, and boosts revenue without overburdening employees. This innovative solution shifts the firm from a reactive to a proactive management style, equipping teams to anticipate and meet client demands and regulatory requirements promptly. It grants immediate access to essential data related to the firm, its clients, and its workforce, enabling the practice to operate at optimal efficiency levels. Moreover, Practice CS is versatile enough to cater to firms of varying sizes, allowing users to choose specific features tailored to their unique requirements. This adaptability not only streamlines operations but also empowers firms to maximize their productivity in a competitive landscape. With such comprehensive capabilities, Practice CS ultimately supports firms in achieving sustainable growth and maintaining high standards of client service.
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
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
Pricing not provided.
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
Thomson Reuters
Date Founded
2008
Company Location
Canada
Company Website
tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
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
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