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.
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Digital business card + lead capture + contact enrichment
Your complete in-person marketing platform
Share digital business cards, capture leads, and enrich validated contact info - at events, in the field, and beyond. Powered by AI and our proprietary data engine, Popl drives growth for companies around the world, turning every handshake into an opportunity.
LiveScreen makes it possible to publish GUI screenshots that users can interact with. Unlike other remote desktop solutions, no special client is required. Web browsers can act as clients without employing helper apps, plugins or Java.