FULLY SECURE & ENCRYPTED
The Gold Standard in IT Best Practices
Gold Standard. Best practices. When it comes to security, we’ll settle for nothing less.
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SOC 2 type II compliant
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GDPR compliant
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256-bit encryption for data in transit and at rest
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Multi-factor authentication for users and client access to portal
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Secure single sign-on
System Management
Granular control that's easy to set up.
Cloud Native Software
This isn’t some on-premises technology that you need to pay extra to have hosted in the cloud; Canopy was born in the cloud. As the accounting profession becomes more cloud-friendly (especially with Document Management technology) cloud software grows with you, the industry, and keeps up with the fast pace of innovation.
Roles, Permissions & Teams
Making sure that everyone has the right access to the information they need (and none of the information they don’t) is a critical part of Client Management. Canopy provides administrators the ability to control global settings, set and customize team members roles and related permissions and access, and an audit log so you can feel confident you have control over your client information while empowering your team to work effectively.
Notifications
There’s a notification for that! And settings for your notifications. We all have different preferences when it comes to notifications. But you’ll be able to be notified of a plethora (yes, plethora; isn’t that the unit for measuring notifications?) of goings-on in Canopy and receive that notification in the way that best suits you.
User friendly for all
No spinning wheels of death or perpetually-loading dots.
99.9% uptime means access all tax season
Consistent enhancements and bug fixes
Easy to use software, and easy to learn
Ready to get started?
Frequently Asked Questions
Can't find the answer you are looking for? Reach out to our support team.
Yes, Canopy practice management software includes Single Sign-On (SSO) login capabilities. Canopy SSO currently supports Google and Microsoft Azure AD (now Microsoft Entra ID). SSO login is a security feature that provides advanced user authentication and access management through IP allowlisting. Canopy’s SSO login functionality meets the strict authentication and compliance needs of mid-market and enterprise organizations.