Canopy vs Payroll Relief

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand. Stay in touch with clients Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go. Take files anywhere Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go. Manage your work Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips. Get paid faster Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split. Security built for mobile Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly. About Canopy Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.

Payroll Mobile App has been specifically designed keeping Firm’s and Employer’s workflows in mind. The goal of this App is to improve productivity and make Firm’s and your Client’s processes more efficient. App provides access to critical information on the fly anywhere and to anyone with proper permissions. The App will make it much easier for Forms and Employers to manage their payroll tasks and react promptly to items requiring their immediate attention. • The Payroll Relief Mobile App will facilitate several important push notifications for firms such as NSF, rejected compliance forms, EFT applications signed by clients, EFT applications marked incomplete, and payroll entry completed by the employer. For employers, these push notifications include NSF, funds required, payroll reminders, and more. • Firms will appreciate the Payroll Processing Center, which provides staff with a prioritized list of payrolls that need to be processed today, giving them a clear picture of their work on the go. • The Payroll Relief Mobile App also improves other processes like payroll data entry and approvals by giving users an intuitive user interface for quick and convenient payroll entry and processing from any mobile device. • The mobile App also alleviates the stress and confusion of compliance time as firms and employers prepare to file their returns. Its powerful and intuitive functionality to E-File improves the processes and timeliness of filings. • Last but not least, Firms and Employers have access to their dashboard, showing critical data like funds required, NSF, payrolls to process, and much more.