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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.

Find insights, run real-time campaigns, and build AI agents with all your data.

By helping to avoid the potential risks of RIFs or layoffs through our global outplacement services, companies can move forward with their goals while preserving their internal culture, employer brand, and bottom lines.