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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.

Our 10x simpler screen sharing tool is designed for you if you spend your days on the phone with clients, and need to add a visual presentation to close sales. No more scheduling a follow-up meeting, or teaching them to use a complex tool. Send them a text message or email, and they see your screen in seconds.

Intelligent low-code platform to empower both IT and non-IT staff to effortlessly build enterprise-grade apps and processes

Canditech offers innovative, cheat-proof skill assessments and job simulations to transform your hiring process. From technical skills to soft skills, we help you assess candidates on actual job performance. With over 500 customizable tests and powerful video interview features, you can evaluate real-world capabilities, streamline your hiring, and reduce biases. Whether you’re hiring for remote roles, mass hiring, or looking to expand your diversity pool, Canditech’s data-driven platform ensures the right candidates are chosen for the job every time.