CANOPY

CANOPY

CANOPY – Shareware – iOS Windows
최신 버전:
 
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Canopy offers a range of features to streamline your work and enhance client service. The Canopy mobile app provides convenient access to your tax practice, enabling you to stay connected and productive from anywhere.

Stay connected to your contacts with ease, whether you're at your desk or on-the-go. Easily access client information, record notes, and communicate through various native phone, messenger, and email apps.

Take your files with you wherever you go, ensuring you're always prepared for client or IRS calls. The mobile app allows you to scan documents, capture photos, and securely transfer files between platforms like Box, Dropbox, and Google Drive.

Efficiently manage client tasks within the app. Create new tasks or subtasks, update statuses, attach files, or add notes. Additionally, the app includes time tracking functionality to help you keep track of hours spent on projects.

Security is a top priority for Canopy's mobile app. With features such as two-factor authentication and encryption, your data is protected. Additionally, you can easily manage devices and revoke access in the event of loss or theft.

About Canopy: Canopy offers a full suite of products including Practice Management, Tax Resolution, and Firm Management. These products are designed to automate administrative tasks and streamline your entire practice, allowing you to focus on growing your business.

개요

CANOPY 범주 데스크톱 CANOPY개발한에서 Shareware 소프트웨어입니다.

CANOPY의 최신 버전은 현재 알려진. 처음 2012-05-05에 데이터베이스에 추가 되었습니다.

다음 운영 체제에서 실행 되는 CANOPY: iOS/Windows.

CANOPY 하지 평가 하고있다 우리의 사용자가 아직.

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