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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.

Drowning in misplaced IT assets, compliance headaches, and shadow IT? Navigate to clarity with an intuitive IT Asset Management solution. Experience crisp visibility, effortless control, and unshakable security – all while freeing up your budget with optimized software licenses. The best part? It’s easy.

Planview AdaptiveWork (formerly Clarizen) with embedded AI helps you proactively plan and deliver any type and size of portfolio, project, and work. Gain AI-enhanced visibility and insights, drive collaboration, and achieve better business outcomes across your organization.