Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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To create and send your custom invoices, you can choose from hundreds of invoice templates. Upload your logo to give your invoices a professional look. You can keep track of your invoices on both mobile and desktop devices. Use one of the supported payment channels to get paid immediately Avoid printing invoices on paper and instead email them to your customers. Invoicing $1000 worth of invoices each 30 days is free when you create an account. Invoice Home makes it easy to invoice. Sign up today!
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Prelude EDC
Prelude EDC is a web-based EDC (electronic data capture) solution that helps researchers and clinicians with clinical trial management. Key features include electronic data capture, data management, project management, custom fields, and compliance management.
Prelude EDC comes with a drag-and-drop functionality, which helps administrators create electronic case report forms that are configured based on parameters such as entry fields, edit checks, calculations, and more. It allows users to streamline processes for searching, report generation, statistical reporting, and data querying, in order to optimize the preparation of datasets. Plus, the system comes with an in-built library of case report forms for producing reports on metrics such as patient demographics, deviations, adverse events, and study completion rates.
Prelude EDC includes an XML export capability, allowing managers to import files into statistical analysis software. Its mobile application enables researchers to collect data and schedule daily, weekly, and monthly surveys.
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AccountEdge
AccountEdge for Mac and Windows is a powerful accounting software that's easy to use.
Invoicing
Create and send customer invoices for products, services, or time and track payment status on open sales.
Expenses
Managing purchases and expenses helps you track your inventory and overhead costs. AccountEdge enables you to manage your vendors, payments, and recurring transactions.
Banking
Banking helps you manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.
Payroll
Your employees are your most important asset, and maintaining compliance by tracking their pay, accruals, and expenses is critical to your business. With our optional payroll service, you'll always be on the latest payroll tax tables for accurate processing.
Inventory
Inventory tracking helps you manage your items and services and track their stock by location to ensure you have enough products on hand or on order to help fulfill customer requirements.
Accounting
Your chart of accounts is at the core of your financial reporting. Maintain your general ledger and budgets, create financial reports to help you monitor your business, and make informed decisions.
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