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Practice Management Suite

Build your practice management platform to work as you need it.

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Client Management Make the most of your client relationships.
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Document Management Stop wasting time and energy wrangling document sprawl.
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Workflow Focus your time on the right things.
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Time & Billing Manage & track them both with Canopy.
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Client Portal Because clients need a one-stop-shop too.
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Payments Getting paid should not be difficult. Period.
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Insights Keep a finger on the pulse of your firm.
Compliance Solutions

Follow a process for when your tax clients don't follow theirs.

Transcripts & Notices Get all of the data with none of the hassle.
Tax Resolution Tax issues are messy. Your process to solve them doesn't have to be.
Practice Management Suite

Build your practice management platform to work as you need it

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Client Management Make the most of your client relationships.
Content Hub

If it has to do with accounting, practice management, or Canopy, it's here.

Learn More
Blog News, product updates, and key insights into the accounting industry.
CPE Earn free CPE and CE credits with self-study video courses.
Ebooks In-depth research that takes you into the inner workings of accounting.
Webinars On-demand, industry expert-led webinars.
Why Canopy?

All-in-one practice management that unlocks the firm you've always wanted.

Overview Unclunk the firm you have. Unlock the firm you’ve always wanted.
Case Studies See how Canopy helps firms.
Implementation Canopy helps you get started (and to ROI) quickly.
Compare See how Canopy stacks up to the competition.
Company Info Who we are, what matters to us, plus some awards we've won.
Careers We're hiring! Check out our open positions.
Press Room The latest Canopy news.
Contact Us Email, call, or snail mail us here.
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    • Practice Management Suite
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      Client Management
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      Document Management
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      Workflow
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      Time & Billing
    • communication-mobile-phone
      Client Portal
    • billing-hand-coins
      Payments
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      Insights
    • Compliance Solutions
    • Transcripts & Notices
    • Tax Resolution
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    • Content Hub
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EXPLORE TOPICS & RESOURCE TYPES
  • Canopy Features and News
  • Client Relationships
  • Document Management
  • Industry News
  • Marketing Your Practice
  • Practice Management
  • Product Updates
  • Tax Preparation and Planning
  • Tax Resolution
  • All
  • Blogs
  • Case Studies
  • CPE
  • eBooks
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CONTENT HUB >

eBooks

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eBooks
Client Management Strategies for Accounting Firms

1 min read LEARN MORE
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eBooks
What You Need to Know for Tax Season 2021

1 min read LEARN MORE
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eBooks
The Ultimate Guide to Accounting Practice Management Software

1 min read LEARN MORE
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eBooks
What Clients Expect from Their Accountant 2020 Report

1 min read LEARN MORE
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eBooks
Tax Resolution Pricing Report 2020

1 min read LEARN MORE
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eBooks
Tax Prep Pricing Guide 2020

1 min read LEARN MORE
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eBooks
6 Outdated Areas of Your Tax Practice

1 min read LEARN MORE
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eBooks
Tax Prep Tipping Point Report

1 min read LEARN MORE
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eBooks
7 Things to Know for Tax Year 2019

1 min read LEARN MORE
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eBooks
How to Get Your Offer in Compromise Accepted

1 min read LEARN MORE
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eBooks
Tax Prep Pricing Guide 2019

1 min read LEARN MORE
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eBooks
Tax Resolution Pricing Report 2019

1 min read LEARN MORE
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eBooks
Marketing Report for Tax and Accounting Firms 2019

1 min read LEARN MORE
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eBooks
The Complete Guide to Buying Tax Resolution Software

1 min read LEARN MORE
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eBooks
Tax Professional's Audit Defense Kit

1 min read LEARN MORE
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