Canopy TaxCanopy is a cloud-based practice management software platform designed for accounting firms, providing a central hub for managing proposals, payments, CRM, document management, workflow, client communications, and billing. The platform aims to help accounting professionals streamline operations, improve client service, and unlock firm growth through a unified, modern operating system.
Vendor
Canopy Tax
Company Website
- Canopy Client Management
AI-infused client management software for accounting firms, streamlining the entire client lifecycle from prospect to payment.
- Canopy Document Management
Automates and secures document management for accounting firms, enabling paperless workflows, efficient collaboration, and client engagement.
- Canopy Practice Management Software
An all-in-one accounting practice management solution for tax professionals and bookkeepers, centralizing client data, documents, workflows, and billing.
- Canopy Tax Resolution
Streamlines tax resolution processes for accounting firms with automated workflows, client communication tools, and case management.
- Canopy Time & Billing
Streamlines time tracking, invoicing, and payment collection for accounting firms to improve profitability and efficiency.
- Canopy Transcripts & Notices
Automates IRS transcript retrieval and notice management for accounting firms, streamlining compliance and client monitoring.
- Canopy Workflow
AI-augmented workflow management software designed for accounting firms to automate tasks, improve efficiency, and enhance team visibility.