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Canopy is built with you in mind. We work hand-in-hand with tax professionals just like you to eliminate tedious busywork and streamline your day to day through the use of cloud-based accounting software.
James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.
We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.
“It's our hub for everything — it controls our workflow, it controls our clients' communication, it is our server, if you will, for client documents and storage. It's really the heart of our organization." — Shawn Flattery, IFG
For this user story, we chat with America's Choice Bookkeeping about how Canopy's client portal makes it possible to work with clients all over the country.
The IRS Security Summit says you need to keep your client data more secure. Peter Mar, EA, shares how Canopy helped secure his practice and save him time.
Sharise Nobles of Nobles Bookkeeping shares how Canopy’s Transcripts tool made her tax practice more efficient and profitable than ever.
We talked to Emilia McAfee of We Legal, APC in Corona, CA about how choosing the right software made training and onboarding her staff easy.
Filling out mountains of paperwork is stressful for clients, so Lewis Hurwitz implemented a solution: Canopy's collections workflow.