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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.

Define governance policies, manage access, and optimize licenses with unified visibility across every identity, app, and file.

Create, assign and manage all your employees’ email signatures and add targeted marketing banners. Stop getting worked up about your signatures! Leverage a centralized interface to easily create and manage the email signatures of all your employees. Take advantage of each email to broadcast and amplify your brand. Letsignit helps you regain control over your digital identity. Harmonize 100% of your employee’s email signatures in just a few clicks! 121 professional emails are received and 40 are sent every day by an employee. With Letsignit, turn every email into a powerful communication opportunity: send the right message to the right person at the right time! Innovative more than tech, inspiring more than following. Authentic more than overrated, close more than "think big", trustworthy more than doubtful. Hands-on more than complex, available but yet premium, fun but yet expert.