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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.

Planview links your technology vision directly to teams' daily work, providing complete visibility and control over your digital product delivery ecosystem.

Digitally transform your business with workflow automation and integrated payment solutions. Digitally store and secure your data with advanced search and accessibility features that keeps your documents at the tip of your team’s fingers.