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Canopy

Cloud-native, all-in-one practice management platform for U.S. accounting, CPA, tax, and bookkeeping firms.

PlatformWebunknownUnited States

A cloud-native practice management platform for U.S. accounting, tax, and bookkeeping firms, Canopy consolidates client and document workflows, billing, intake, communication, time tracking, proposals, e-signatures, and AI-driven automation under a single login. It helps reduce tool switching, duplicate data entry, repetitive admin tasks, and missed client deadlines by providing a client portal, automated reminders, workflow automation, mobile apps, and a well-reviewed presence on industry review sites.

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Categories
Accounting practice managementTax practice managementClient portalDocument managementWorkflow automation

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