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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 Autopilot takes the pressure off your team by handling first-tier support across the channels your end users already live in — email, chat, Slack, Teams, and your Customer Portal. It doesn’t just respond to end-user queries, issues, and crises — it solves them.

Digitally transform your business with workflow automation and integrated payment solutions. Digitally store and secure your data with advanced search and accessibility features that keeps your documents at the tip of your team’s fingers.

A single source of truth for all of your product information with easy ways to distribute that data to wherever it needs to go, including the most powerful e-commerce connectors in the industry.