Canopy

Canopy is a comprehensive practice management software designed to support accounting and tax professionals. It offers a robust suite of tools to streamline client relationships, workflow management, and tax-related tasks. The platform includes a client relationship management (CRM) system, which helps build strong client connections through secure communication and document sharing. Additionally, Canopy provides a client portal where clients can easily access and share documents, enhancing collaboration and security.

One of the key strengths of Canopy is its tax workflow solutions, which include automated tax resolution services and integrations with the IRS. This feature simplifies complex tax tasks by automating transcript retrieval and providing pre-built templates for tax resolution letters. Canopy also offers advanced document management capabilities, ensuring that all files are organized and securely stored. The platform supports eSignatures for quick approvals and includes features like time and billing management to help firms track client payments and profitability.

Canopy's AI functionality aids in automating routine tasks, such as email management and workflow optimization, allowing professionals to focus on more critical aspects of their work. The platform is highly customizable, allowing firms to tailor it to their specific needs. It also includes features like alerts and a liveboard for setting up notifications based on specific metrics, enhancing overall practice management efficiency. Overall, Canopy is designed to improve practice management by simplifying client interactions, streamlining workflows, and enhancing productivity for accounting and tax firms.