Canopy

Canopy is a cloud-based accounting practice management platform designed to streamline operations for tax, bookkeeping, and accounting firms. It serves as a central hub for managing clients, teams, and tasks, offering tools for client management, time & billing, document management, and tax resolution. Canopy eliminates the need for multiple logins and excessive clicks, allowing firms to send proposals, accept payments, and manage workflows in one place. With automation and AI-driven features, Canopy enhances efficiency, accelerates payments, and strengthens client relationships. Firms can customize workflows, upload documents with ease, and track essential tasks in real time. Canopy offers a 15-day free trial and personalized demos, enabling firms to experience how it simplifies practice management and boosts productivity.