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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.

Bring compliance and operations under one roof with an AI agent that automates workflows, policies that enforce rules, and a platform that delivers results.

Flowspace delivers fulfillment excellence by pairing powerful software and on-the-ground logistics know-how. Our platform provides automation, real-time control, and reliability beyond traditional 3PL capabilities—so you can scale smarter, faster, and easier.

Plan more projects with Worksection. Use Gantt chart and Kanban boards to organize your projects, get your team onboard and assign tasks and due dates.