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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

person-checkmark
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.
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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.
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CONTENT HUB > White Papers >
Oct 4, 2022 1 min read

What You Need From Your Practice Management Software

When you're looking for the right software solution, focus on what you really need to streamline your accounting firm.

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What You Need From Your Practice Management Software
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READ MORE BY Lauren

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