Canopy Enhances Accounting Practice Management Suite with New Workflow Automation  

Canopy, a cloud-based practice management platform for accounting professionals, has announced the availability of new automation enhancements to its Workflow software. Canopy’s Workflow automation helps firms streamline the delivery of accounting services by reducing manual, repetitive processes leading to increased efficiency and accuracy. 

By incorporating automation across accounting firms’ workflows, professionals have better visibility of their processes, optimize their time to get more done, and are able to use the time saved to focus on higher-value and more profitable efforts. The robust capabilities of Workflow automation are also extremely effective as a holistic practice management solution, working across the firm to ensure information is retained and the user experience is simplified.

“As accounting firms grow, they experience more complex workflows due to more clients, more internal staff, more projects, and ever-changing regulations. Managing these complexities can be time-consuming, but these new features make that experience significantly easier for firms,” said Larry Furr, Chief Product Officer, Canopy. “These updates are part of our continuous endeavor to make accounting processes as easy as possible for professionals in the industry. Workflow automation will drastically reduce time spent on a myriad of tasks and is built directly within the Canopy Practice Management suite.”