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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.

The Square 9 AI-powered intelligent document processing platform takes the paper out of work and makes it easier to get things done with digital workflows.

Unlike email or file-sharing tools, Fax.Cloud doesn’t bounce around the internet, exposed and vulnerable. It’s direct, encrypted, and verified. You get delivery confirmation, audit trails, and peace of mind, without the spam filters, metadata leaks, or cyber threats.