A brighter future starts with Canopy at the heart of your modern accounting tech stack.
Cloud-based allows for easy access, rapid feature development, cost savings, unlimited storage, and enhanced security.
“The right amount of technology” might mean consolidating the bloated collection of tools you have in order to increase efficiency.
Automation technology can help you do more with less and execute faster.
SOC 2 compliance, 2FA, secure client portal, 256-bit encryption of data, and other measures can decrease the risk of a data breach (not to mention your heart rate).
Paperless accounting is as good for the environment as it is for: improving your organization, increasing efficiency, and providing better client experiences.
The right tools can reduce mental load spent on projects, increase organization, and automate manual tasks.
The right data can help you make better business decisions, know where your time is best spent & where to make improvements.
Cloud-based technology and mobile apps provide on-the-go, remote work flexibility.
Effective, easy-to-use tech yields stronger trust and better retention.
A secure link lets you share & collect files, and gather eSignatures from stakeholders easily (and, yes, securely).
On-demand videos and how-to articles help your clients transition more easily to using a secure client portal.
Remote staff can access cloud-based software anytime, anywhere—enhancing your firm’s productivity, collaboration, & operational flexibility.
Permissions ensure that the right people are looking at the intended information (and the wrong people aren’t).
On-demand training materials enable users to learn at their own pace, on their own timeline.
Cloud-based allows for easy access, rapid feature development, cost savings, unlimited storage, and enhanced security.
“The right amount of technology” might mean consolidating the bloated collection of tools you have in order to increase efficiency.
Automation technology can help you do more with less and execute faster.
SOC 2 compliance, 2FA, secure client portal, 256-bit encryption of data, and other measures can decrease the risk of a data breach (not to mention your heart rate).
Paperless accounting is as good for the environment as it is for: improving your organization, increasing efficiency, and providing better client experiences.
The right tools can reduce mental load spent on projects, increase organization, and automate manual tasks.
The right data can help you make better business decisions, know where your time is best spent & where to make improvements.
Cloud-based technology and mobile apps provide on-the-go, remote work flexibility.
Effective, easy-to-use tech yields stronger trust and better retention.
A secure link lets you share & collect files, and gather eSignatures from stakeholders easily (and, yes, securely).
On-demand videos and how-to articles help your clients transition more easily to using a secure client portal.
Remote staff can access cloud-based software anytime, anywhere—enhancing your firm’s productivity, collaboration, & operational flexibility.
Permissions ensure that the right people are looking at the intended information (and the wrong people aren’t).
On-demand training materials enable users to learn at their own pace, on their own timeline.
You don’t need a Delorean (or a cheater’s almanac, Biff..) to find success in the future. Cloud-based practice management software is a future-proof technology that makes it easier—today and tomorrow—for your firm to execute work, get organized, communicate, collaborate, be secure, provide better client experiences, and more. Here’s how Canopy’s Practice Management Suite can help you optimize your firm—all by simply changing your software.
