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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.

Need easy access to consumer insights? Our intuitive platform is the answer. Get the ultra-reliable research that brands and agencies need to stay ahead of changing consumer behavior.

Grow, thrive, and compete in a global marketplace with Kinetic—an industry-tailored, cognitive ERP that helps you work smarter and stay connected.

Enable your employees to easily book desks, meeting rooms, parking spots, equipment, and more – all in one place. With flexible rules and group permissions, you stay in full control of who can access what.