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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.

It's easy with Hubstaff, a time-tracking and workforce management platform that automates almost every aspect of running or growing a business. Teams can track time to projects and to-dos using Hubstaff's desktop, web, or mobile applications. You'll be able to see how much time your team spends on different tasks, plus productivity metrics like activity rates and app usage through Hubstaff's online dashboard. Most of the available features are customizable on a per-user basis, so you can create the team management tool you need.

Automate everything: entity compliance, registered agent services, annual report and BOI filings, org charts, and DBA/fictitious name and business registration renewals, so you can focus on higher-value work.

Our no-code platform lets you easily create, connect, and customize enterprise applications that fix visibility and workflow gaps without replacing a single system.