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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.

Our no-code platform lets you easily create, connect, and customize enterprise applications that fix visibility and workflow gaps without replacing a single system.

Through our API, we provide contextualized personalization and insights based on a deep understanding of consumer behavior and more than 575 million people, places, and things.

Our 10x simpler screen sharing tool is designed for you if you spend your days on the phone with clients, and need to add a visual presentation to close sales. No more scheduling a follow-up meeting, or teaching them to use a complex tool. Send them a text message or email, and they see your screen in seconds.