Upgrade your firm with cloud-based practice management software.
Workflows make you and your team more organized and let you manage urgent tasks needing attention. Increase efficiency on client billing by creating templates for recurring projects. Quickly see assigned tasks and create reminders.
Document management frees your firm from the fax machine, copier, and file cabinet, letting reducing waste, increasing your team’s efficiency, and access to client files.
Canopy’s client portal enables you to manage client communications and utilizes an intuitive eSign process.s. With our Mobile app. our clients will be able to see important requests and notifications.
"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.Northwest Tax Associates
It makes the process simpler and less painful when dealing with taxes.”
"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.