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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Orchestrates any process from a single point of control. Build reliable, low-code workflows in half the time. Develop end-to-end business and IT processes faster with hundreds of drag-and-drop actions. Coordinate enterprise-wide MFT processes using dozens of prebuilt actions for common file operations.