It’s Time to Streamline Your Firm.

Practice management software for accounting firms

PRACTICE MANAGEMENT

Keep Your Team Organized.

Make the most of your time.

See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.

Includes:
- Task-based time tracking
- Productivity dashboard
- In-app timer
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Get all the details you need.

Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track your team’s daily workload. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time.
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Centralized file organization.

Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits.
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Comprehensive contact info.

Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.
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Email made efficient.

Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click.
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PRACTICE MANAGEMENT

Create a Connected Client Experience.

Client interactions in one place.

Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including:
- Invoices
- Requests
- Files
- Payments
- Esign
The client portal is available on both Android and iOS mobile devices.
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Protect client data.

All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.
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Signatures on the spot.

Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules.
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Payments without the hassle.

Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.
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Mobile App.

Manage your firm from anywhere with your mobile device. Keep up with clients and team by:

Accessing client information
Taking notes
Uploading and sharing files
Organizing folders

Client Portal App.

Modernize how your clients interact with your firm. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device.

- "Canopy helped us transition to WFH almost seamlessly!”
  Jennifer Mitchell
- "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner.
  
  It makes the process simpler and less painful when dealing with taxes.”
  Northwest Tax Associates
- "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. She can easily upload a file that I need to review or sign.”
  Connie S.
- "Canopy takes the headaches out of client management by offering a way to keep client info organized.”
  Danny N.