Canopy

Canopy provides a comprehensive practice management suite tailored for accounting and tax firms. The platform supports CRM functionalities specific to accounting, including client, contact, and entity management. It offers data-driven firm management tools to help firms make informed decisions based on data, and practice optimization tools to address supply and demand issues using technology. Canopy includes communication and collaboration tools to enhance connections with clients and staff, and a content hub with resources such as blogs, ebooks, webinars, and courses. Accountants can earn free CPE and CE credits through self-study video courses provided by Canopy.

The platform features a secure payment processing solution that supports credit card and ACH payments. It allows for secure file sharing, uploading, and eSignature collection without requiring portal logins. Canopy serves as a firm-wide operating system that integrates all aspects of practice management and offers integrations with tools like QuickBooks Online, Gmail, and Zapier. An API is available for custom integrations, and implementation services are offered to help firms get started efficiently.

Canopy also provides tax resolution tools to simplify the process of resolving tax issues for clients, along with time and billing tools to manage and track time, create invoices, and process payments. The suite includes solutions for practice management, client engagement, document management, workflow, time and billing, transcripts and notices, and tax resolution. Canopy AI automates tasks and provides insights, and a mobile app allows for firm management on the go. Additionally, a client portal is available for clients to access documents and communicate with their accountants, and eSignatures are offered for simple and unlimited document signing.