Canopy vs Loomy360

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.

Loomy360 puts your whole business in your pocket. It's the mobile companion to your Loomy360 workspace, so the leads, clients, tasks, projects, and invoices you manage on the web are always with you. Sign in with your Loomy360 account and pick up right where you left off - no setup, no re-entering data. Everything stays in sync with your team. WHAT YOU CAN DO Leads - See your whole pipeline, search and filter by stage, and open any lead for the full picture. Move a lead forward or drop a quick note the moment something changes in the field. Clients - Browse every customer, tap to call, email, or map their address, and keep your notes current between visits. Tasks - Your daily to-do list, front and center. Filter to just your tasks, check off work, change status or priority, and add a comment your team sees instantly. Overdue work is flagged so nothing slips. Projects - Track every project's status, health, budget, milestones, and open tasks at a glance. Invoices - See what's been billed and what's still owed, with the balance due on every invoice so you always know where your money stands. MADE FOR BUSINESS OWNERS Loomy360 is built for small and growing businesses that want one simple place to run everything - no jargon, no clutter, no steep learning curve. The app keeps that same clean, fast experience on your phone. WORKS WITH YOUR TEAM Changes you make on your phone appear for your team on the web right away, and theirs appear for you. Everyone sees the same up-to-date picture. SECURE BY DESIGN You sign in with your own Loomy360 credentials over an encrypted connection, and your session is protected on the device. You only ever see the data your role and workspace allow - the same permissions you have on the web. A Loomy360 subscription is required. Don't have an account yet? Visit https://app.loomy360.com to get started. Questions or feedback? Email support@loomy360.com.