Canopy is an accounting practice management suite that helps firms manage clients, work, documents, operations, and collaboration in one platform.
– Client management, CRM, portals, communications, onboarding, secure links, and e-signatures support the client relationship lifecycle
– Workflow automation, engagements, templates, internal collaboration, and capacity planning help firms coordinate work across teams
– Document management, transcripts, notices, tax resolution, Smart Intake, and Smart Prep support tax and accounting service delivery
– Fits accounting and tax firms that want a broad practice management system for clients, work, documents, billing, and team visibility.