Explore Canopy’s Featured Tours!
Take an interactive, self-guided tour to see how Canopy helps you upsmart your workflows, scale client onboarding, and optimize your entire accounting firm in one platform.
Coworker Tour
Take a look at how our everywhere AI, Canopy Coworker, acts as an extra set of hands for your accounting firm. See how easily it drafts emails, builds checklists, and summarizes complex client notes.
Document Management Tour
Explore how our accounting document management software centralizes your client files. See how easy it is to securely organize tax documents, automate file requests, and collaborate seamlessly in one cloud platform.
Smart Intake Tour
Smart Intake simplifies document collection. Take this interactive tour to see how pre-filled questionnaires, secure upload links, and auto-reminders put an end to the client chasing.
Workflow Tour
Discover how our accounting workflow software eliminates manual friction. See how easy it is to track tasks, automate status updates, and assign work so your team stays perfectly aligned without the burnout.
Engagement Letters & Proposals Tour
Canopy simplifies Engagements & Proposals. Walk through this interactive tour to see how easily you can create professional proposals, scope services, and secure signatures.
Time & Billing Tour
Our billing software streamlines your firm’s cash flow. Check out this tour to see how quickly you can track time, automate invoices, and accept secure payments directly through Canopy.
Payments Tour
See how your firm can securely process credit cards, automate invoices, and accept ACH payments so that you get paid on time–all within Canopy.
AI Notetaker Tour
See how our practice management platform uses smart automation to handle your meeting notes. Take this quick tour to see how it records, transcribes, and extracts action items so you can focus on your clients.
Insights Tour
Turn data into clear firm growth. Take this interactive tour to track team productivity, monitor realization rates, and unearth real-time data to optimize your accounting operations.
Canopy Overview
If you want to see the whole kit and kaboodle, fill out the form here and take the full Canopy tour. See how switching to our all-in-one practice management platform can transform your firm operations!
Love these tours?
Schedule a live demo with our product experts and get started!