PRACTICE MANAGEMENT FOR LARGE FIRMS

Canopy is built to scale. You can segment teams by service line, assign permissions by role, and manage work across departments with customizable workflows, templates, and firm-wide dashboards.

Yes. Many large firms use Canopy alongside their preferred tax prep tools. You can print directly from tax software to Canopy, and use our client portal and document tools to manage files, signatures, and intake securely in one place.

Highly. You can tailor templates, set custom statuses, trigger actions (like emails or task assignments), and build repeatable processes that match your firm’s real-world operations—not a one-size-fits-all mold.

You’ll get a dedicated implementation team, personalized training, and support migrating your data, workflows, and file structures into Canopy. Most large firms fully onboard within 6–12 weeks, depending on complexity.

Yes. Canopy Insights offers real-time dashboards for utilization, realization, and workload. You can create custom reports to track performance across teams, clients, and service lines—no spreadsheet exports required.

Absolutely. Canopy is SOC 2 Type II certified and offers role-based access, multi-factor authentication, audit logs, and bank-grade encryption—trusted by top firms handling thousands of clients.

Unlike piecemeal solutions, Canopy offers a truly unified platform—CRM, billing, docs, client comms, workflow, and AI tools—designed to reduce app sprawl and keep large teams working in sync.

Yes. Many large firms choose phased rollouts by department, service type, or office location. Our team will help you design a go-live plan that makes sense for your structure and priorities.