Getcanopy.com
Canopy | The #1 Practice Management Software for Accounting and Tax Firms
Canopy is cloud-based practice management software for accounting and tax firms, offering workflow, CRM, document management, billing, and client portals.
Manage your entire accounting firm in one platform
Canopy is a cloud-based platform designed to help accounting and tax firms streamline their practice management. With tools for client relationship management, document handling, and workflow automation, you can bring all your daily operations together in one place. The platform also offers features for time tracking, billing, payments, and tax resolution, making it easier to manage your firm's needs from start to finish.
You'll find a secure client portal, unlimited e-signatures, and a mobile app to keep your team connected on the go. Whether you need to organize client information, handle documents efficiently, or stay on top of your firm's performance, Canopy aims to simplify your processes so you can focus on serving your clients.
If you're looking for an all-in-one solution to operate and grow your accounting practice, Canopy provides a suite of integrated tools tailored for accounting professionals. It's built to help you save time, reduce errors, and improve client experiences.
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