Canopy offers a comprehensive AI-infused platform designed to manage the entire client lifecycle for accounting firms. It centralizes client interactions, documents, billing, and tasks within a single system, aiming to improve efficiency and client relationships. The software facilitates proposal generation, payment collection, and provides in-depth reporting on the client journey. Key functionalities include sophisticated client intake processes with questionnaires and engagement outlines, robust client relationship management (CRM) with customizable fields and visual reporting, and streamlined engagement and proposal management with template creation and automated task generation. Canopy also features a branded client portal and mobile app for enhanced communication, document sharing, and payment processing, alongside integrated email capabilities that consolidate all client correspondence and leverage AI for professional email drafting and summarization. The platform integrates client engagement with document management, workflow automation, and time & billing features, allowing firms to track profitability, manage payments, and automate various practice management tasks. It aims to provide a unified solution for accounting practices, simplifying operations and enhancing client service delivery.

Features & Benefits

• AI-Infused Client Lifecycle Management: Manages clients from prospect to payment, including proposals, project initiation, and reporting, with AI assistance for email and process optimization.
• Streamlined Client Procedures: Enables bulk actions, client tagging, and uniform structure with clear role and access delineation.
• Sophisticated Client Intake: Assesses client fit via questionnaires, sends engagement outlines, and facilitates upfront payment collection through Canopy Payments.
• Integrated CRM for Accountants: Offers a customizable client list with custom fields, filters, visual reporting, and client dashboards for a centralized view of client information.
• Engagements & Proposals Management: Allows creation of branded proposals using templates, automates task creation upon acceptance, and ensures uniform, accurate proposal sending.
• Branded Client Portal & Mobile App: Provides a secure space for clients to communicate, share documents, process payments, and receive reminders and eSignatures.
• Integrated Email & Collaboration: Consolidates all client communication, allows toggling between inboxes, and uses AI for email writing, summarization, and suggestions.
• Document Management Integration: Organizes files, sends forms, collects eSignatures, applies folder templates, and allows storage of internal-only files.
• Workflow Automation: Enables task creation from emails, automated workflow building, and progress-based email updates.
• Time & Billing Integration: Manages client payments, processes recurring payments, runs profitability reports, and tracks Work in Progress (WIP) per client.