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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Frontegg powers modern businesses with a user management platform that’s fast to deploy and built to scale. Embed SSO, multi-tenancy, and a customer-facing admin portal using robust SDKs and APIs – no complex setup required. Designed for the Product-Led Growth era, it simplifies setup, secures your users, and frees your team to innovate. From startups to enterprises, Frontegg delivers enterprise-grade tools at zero cost to start. Kick off today.