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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Automatically tie revenue back to campaigns, channels, publishers, and networks through marketing attribution. Spend less time juggling reports, and more time optimizing for growth by using a single operating solution for partner and performance marketing.

It's easy with Hubstaff, a time-tracking and workforce management platform that automates almost every aspect of running or growing a business. Teams can track time to projects and to-dos using Hubstaff's desktop, web, or mobile applications. You'll be able to see how much time your team spends on different tasks, plus productivity metrics like activity rates and app usage through Hubstaff's online dashboard. Most of the available features are customizable on a per-user basis, so you can create the team management tool you need.