Canopy

Canopy is a comprehensive accounting practice management software designed to streamline and optimize the operations of tax, accountancy, and bookkeeping firms. It offers a suite of tools including client engagement, document management, workflow optimization, and time and billing management. Canopy integrates AI to enhance insights and improve workflow efficiency, supporting firms to manage their operations with less stress and more client satisfaction. The software includes features like a mobile app, client portal, CRM, eSignatures, and tax resolution tools, making it an all-in-one solution for modern firm management.