Canopy

Canopy is a cloud-based accounting and tax practice management software designed to streamline operations for accounting and tax professionals. It offers a comprehensive suite of tools to enhance client relationships, manage complex tax workflows, and improve overall practice efficiency.

Key features of Canopy include a robust client relationship management (CRM) system, which helps build strong client connections through secure communication and document sharing. The client portal allows clients to communicate and share documents securely, promoting transparency and trust. Additionally, Canopy provides specialized tax workflow solutions, including automated tax resolution services and integrations with the IRS, making it particularly useful for firms handling complex tax cases.

Canopy also offers AI-driven functionalities to automate routine tasks, such as email management and workflow optimization. Its document management system ensures that documents are organized, collaborative, and securely stored, reducing manual processes and potential errors. The software also includes features like time and billing management, which help track client payments and generate profitability reports. Overall, Canopy is tailored to support small and medium-sized accounting firms in managing client relationships, improving efficiency, and handling tax-related tasks effectively.