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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.

Effortless setup and maintenance: Simplified management and seamless online access to safety data sheets for your team

Automatically tie revenue back to campaigns, channels, publishers, and networks through marketing attribution. Spend less time juggling reports, and more time optimizing for growth by using a single operating solution for partner and performance marketing.

Manage your business as a unified system of interacting processes. Use BPMN 2.0 for low-code process modeling by business people. Follow your strategic goals with process architecture that always corresponds to the structure of an actual business.