Product

About the Canopy

Canopy is a cloud-based practice management platform designed for accounting firms, tax professionals, and enrolled agents. It streamlines client management, document management, workflow automation, time and billing, payments, and tax resolution within a unified system. Canopy includes client portals for secure document sharing, e-signatures, automated reminders, and communication tracking. It integrates with Microsoft and Google calendars and supports mobile access via apps. Features include advanced reporting and analytics, task management, automated tax resolution workflows, and comprehensive billing capabilities, aimed at improving firm efficiency and client collaboration.