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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.

Cloud based time clock solution that pre-populates reports for payroll. Employees can punch in on their desktop or mobile devices. Punching in & out is intuitive for your employees & easy for you to view & export time. Employees can clock in using a browser or our Google, iOS, & Android apps. You can view who's working, their GPS position or even limit where they can punch. We integrate with QuickBooks, ADP, Paychex, & SurePayroll while also offering Excel exports. Advanced features such as PTO Accrual Tracking, Punch Rounding, Job Codes, QR Codes, Automatic Breaks, & SSO are all included in our cloud based time clock.