Canopy, a leading cloud-based software helping tax and accounting professionals streamline their practice, announced enhancements to its workflow experience to improve collaboration and productivity. Additionally, Canopy introduced Community, a collaborative space for accountants to share information and insights.
“We’ve released numerous feature improvements and new products this year including Tax Prep, Payments, and a mobile app,” said Kurt Avarell, CEO and Founder, Canopy. “The unveiling of our latest workflow enhancements increases user performance and makes their experience more enjoyable.
In addition, our supportive community is a place where tax and accounting professionals can share insights and ask questions and be a valuable resource for quick solutions to complicated problems in the field,” continued Avarell.
Improved Workflow Experience
With the latest workflow design, accounting firms can manage more complex projects, while improving team collaboration and productivity. Projects are managed through a dedicated workspace that includes tasks, files, and tools in one place and supports advanced workflows with multiple services, hand-offs, and teammates.
Canopy workflows streamline processes allowing users to stay up to speed, and maintain consistency throughout the firm. (Source: Canopy - Practice Management)
Canopy_workflow
Practitioners can leverage an array of tools including reminders, notes, and file attachments. Canopy will be adding additional features to improve client interaction in the coming months including comments, engagement letters, e-signature requests, and file requests.
This update complements existing workflow capabilities like progress tracking, job assignment and coordination, tasks templates, and bulk task creation. Learn more at www.canopytax.com
Canopy Community
Canopy Community is an all-inclusive networking platform dedicated to building and nourishing the accounting community.
Canopy Community provides a resource for tax and accounting professionals over the internet allowing them to connect with other professionals, get help, and compare notes. (Source: Canopy - Community)
Canopy Community
Free for anyone who wants to join, accounting professionals are welcome to ask questions, review past discussions, help other accountants, share insights and access enrollment details for open courses.