Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

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.

This description was generated by AI (artificial intelligence). AI can make mistakes. Check important info.

Categories:

Business

CRM Software

Proposal Software

Accounting Practice Management Software

Website: canopytax.com

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