Jobchart System

Jobchart System

Jobchart International
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About

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

About

The Jobchart System® has numerous advantages over other systems: A simplified questionnaire allows valid employee participation regardless of the level or kind of job. Interviews with job holders supplement questionnaire completion and provide solid documentation. Brief Task Lists summarize the jobs in an easily maintainable form, and can be built on to meet recruitment, training, and performance management needs. Scoring is rapid, accurate and well documented. Results are presented in a format that can be audited by senior management. The data collection methodology, straightforward approach and believable results lead to high credibility on the part of both management and employees. Checks in the system encourage accurate evaluation and discourage the gradual upward creep of job scores. The methodology is able to reveal flaws in the organization, such as excessive or insufficient levels of supervision, inadequate job structures, and gaps in promotion paths.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants, accounting firms, tax professionals

Audience

Organizations that need a job evaluation solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Canopy
Founded: 2013
United States
www.getcanopy.com

Company Information

Jobchart International
Canada
www.jobchart.com

Alternatives

Alternatives

Encompassing Visions

Encompassing Visions

JPS Management Consulting
Accounting CS

Accounting CS

Thomson Reuters
IPE System

IPE System

Mercer
PayGrade

PayGrade

Paydata

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Job Evaluation Features

Benchmarking
Compensation Management
Evaluation Reports
Factor-based Evaluation
Job Comparison
Job Description Creation
Job Scoring

Integrations

Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

Integrations

Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero
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