Product
Canopy
FinancialCPA Accounting
Comprehensive practice management software for accounting and tax firms
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Canopy
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About the Canopy
Canopy is a cloud-based, all-in-one practice management platform designed specifically for accounting and tax professionals. It integrates various functions such as client management, document storage, workflow automation, time tracking, billing, and e-signatures into a single, user-friendly interface. With features like AI-driven insights, secure file sharing, and mobile accessibility, Canopy aims to streamline operations, enhance collaboration, and improve client experiences for firms of all sizes.