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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.

Calling made modern. Your business number. Your employees' phones. Our amazing features. A dial menu spoken by our voice actors. Callers press numbers to make purchases, hear MP3s, connect to specific staff, and more. Make and answer calls using your number on multiple phones without the caller ever knowing. Employees hear secret in-house menus, transfer calls, and send voicemails to their email, all from their dialpad. These business features require no new software or hardware. Your dialpad come to life. Porting your business or personal number at the press of a button. Select from our menu of modern voice features for your business or personal line. We'll activate these features on your current phone for you. No work (or learning) required from you. We'll be here to transform your number whenever your desires change.

Our 10x simpler screen sharing tool is designed for you if you spend your days on the phone with clients, and need to add a visual presentation to close sales. No more scheduling a follow-up meeting, or teaching them to use a complex tool. Send them a text message or email, and they see your screen in seconds.