What is Canopy?
Canopy is a comprehensive cloud-based practice management suite that streamlines the operations of accounting firms. It offers a centralized database to manage various aspects of the business, including clients, documents, workflows, time tracking, billing, email, tax, and staff management, all within a single platform. The software eliminates the need for switching between multiple applications, improving efficiency, organization, and accuracy for both the firm and its clients
Highlights
- Centralized database to manage clients, documents, workflows, time, billing, email, tax, and staff
- Automated reminders, eSign, and payment features for enhanced client experience
- Consistent data set across connected applications for improved reporting, analytics, and workflow optimization
- Comprehensive records system with file uploads and report writer to expand the database
- Cryptographically secured change history log to ensure data integrity
- Data lineage capabilities to reflect changes made on company systems on the master record
- Integration of AI-driven chatbots and HR analytics for the HR suite