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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.

For too many businesses, complex file transfer needs make it difficult to create, manage and support data flows to and from internal and external systems. Progress® MOVEit® empowers enterprises to take control of their file transfer workflows with solutions that help secure, simplify and centralize data exchanges throughout the organization.