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What is TNET BackOffice?

Our robust and adaptable core system is meticulously crafted to effortlessly handle all crucial trust and fund accounting operations. In addition, we offer a comprehensive selection of add-on modules that enhance functionality, allowing you to customize it to meet your changing business requirements as you grow. We recommend a pay-per-module model, ensuring that your investments are solely directed towards what you genuinely need. As your business progresses, the flexibility to add more modules enables you to fine-tune your operations without disruption. Moreover, empower your clients by providing them with effortless online access to their accounts through an intuitive, browser-based client portal, ensuring they can connect whenever and wherever necessary. TNET Lite BackOffice is specifically designed for small businesses, startups, and emerging ventures, providing a reliable core system that aligns seamlessly with your unique needs and goals. This innovative solution allows you to navigate the intricacies of accounting with confidence, enabling you to concentrate on expanding your business and achieving your aspirations. Additionally, our commitment to ongoing support ensures you can leverage our system's full potential as you continue to grow and adapt.

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

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

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

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

HWA International

Date Founded

1977

Company Location

United States

Company Website

www.hwainternational.com

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

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

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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