Canopy is a cloud-based practice management suite that centralizes and optimizes the way accountants manage both internal and client-facing processes and communications.
With a robust platform available on desktop and mobile devices, you will never be out of touch with your team or clients. Canopy is a cloud-based practice management solution that allows you to stay connected to your firm at the office, on-the-go, or after hours at home.
"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.
