Canopy is a comprehensive accounting practice management software that helps accounting firms streamline their operations, manage client relationships, and increase productivity. The platform offers tools for task management, document storage, billing, and client communication, all within a centralized dashboard. Canopy’s client portal allows clients to securely upload documents, track the status of their accounts, and communicate with their accountants in real-time. The software also integrates with popular accounting and tax software, ensuring a seamless workflow for accounting professionals. With built-in analytics and reporting features, Canopy provides insights into firm performance, helping managers optimize resource allocation and improve profitability. Whether managing a small practice or a large firm, Canopy simplifies the day-to-day operations of accounting professionals, ensuring more efficient client service and better outcomes.
Canopy
2013
United States
24x7 Support
Electronic Signature