Canopy vs Mango Practice Management: Which is best for you?

Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients.

Additionally, the search bar in the client list does not allow me to search, select, and search again, which makes bulk assigning tasks more tedious.

Our firm enjoys the integration with Outlook in that we can send docs, receive docs and capture signatures all within Outlook.

Right now I can run a report for a client and see the summary of my revenue and time spent but cannot determine whether I am making money on one service such as tax and losing on another like payroll.