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What is SideDrawer?

Enhancing client engagement can be achieved through collaboration with their family and professional networks, all while maintaining robust security protocols. A leading fintech consultancy in New York City has identified us as the "top choice" to meet organizational demands, emphasizing our commitment to estate planning and a frictionless user experience. Poorly designed document management systems can greatly obstruct client interactions, underscoring the need for proactive client engagement. By being alerted to client activities in real-time, you can address their needs even before they articulate them. Currently, team members frequently depend on external means of collaboration, such as emails and cloud links, which can create significant inefficiencies. This reliance can waste countless hours that could otherwise be dedicated to more productive endeavors. Our innovative solution synchronizes seamlessly with your existing cloud storage, drastically reducing administrative workloads. By eliminating the need to send emails with attachments or links, we also alleviate potential compliance and security concerns. The easy-to-navigate interface we offer not only reduces the volume of client questions but also allows for broader collaboration beyond just the primary client contact. Our platform facilitates effortless teamwork with external stakeholders, and controlled access ensures that only designated individuals can access sensitive data, thereby bolstering security and cooperation. This holistic strategy not only simplifies operational processes but also cultivates more meaningful client relationships. By prioritizing both engagement and security, we create an environment where clients feel supported and valued.

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

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

Integrations Supported

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

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

SideDrawer

Date Founded

2018

Company Location

Canada

Company Website

sidedrawer.com/professionals.html

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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

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