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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.

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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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      Time & Billing
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CONTENT HUB >

Industry News

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Industry News
What Tax Professionals Should Keep in Mind with Trump's Tax Reform...

On April 26, the Donald Trump Administration released a tax reform plan that will eventually be proposed to the House and Senate. The one-page document, “2017 Tax Reform for...

2 min read LEARN MORE
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Industry News
Your 2-Minute Brief on the IRS Suspension of the Data Retrieval Tool

The IRS Data Retrieval Tool (DRT) found on fafsa.gov and StudentLoans.gov is currently unavailable and will be for several weeks. This temporary shut down is part of the IRS'...

3 min read LEARN MORE
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Industry News
How the GOP'S Obamacare Replacement Will Affect Taxes

Republicans have now unveiled their long-promised Obamacare replacement: the American Health Care Act. The primary goal of the bill? Roll back the taxes put into place by the...

2 min read LEARN MORE
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Industry News
What Tax Pros Need to Know about Trump's Obamacare Executive Order

President Donald Trump has made several changes since his inauguration two weeks ago, but one change in particular holds great significance for tax professionals—he signed an...

2 min read LEARN MORE
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