Welcome to the First Look at Canopy's Time & Billing + Canopy Payments. In this video, Liz Scott provides an in-depth look at the two powerful building tools built directly into Canopy: Time and Billing, plus Canopy Payments.
Canopy offers a comprehensive all-in-one practice management solution that includes key pillars such as client management, document management, time and billing, and workflow.
With multiple modules, Canopy is designed to grow with your firm and scale as needed. By starting with client management, you can build on the various modules to get the best solution for your business.
With Time and Billing and Canopy Payments, you can manage all of your clients' billing and receiving payments, offering a high-quality experience and gaining insight into your firm, saving you both time and money. You can track time, create and send invoices, receive reminders and notifications, and allow clients to choose their preferred payment method.
The Canopy Payments portal offers branded invoice and payment management, where you can see open and processed invoices, track invoice status, and choose from various payment methods, including global payments, partial payments, refunds, and reoccurring options.
Canopy workflow tool allows you to manage client information, documents, billing, payment processing, e-signatures, and more, all under one canopy. Whether you are a growing firm or a small one, Canopy has got you covered. With all of these different considerations, Canopy has eliminated inefficiencies and offers a cost-effective solution.
Take control of your firm and gain insights through Canopy's various modules. So, if you're looking for a comprehensive solution to streamline your business, check out Canopy today.
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