Canopy

Description

Canopy is the #1 Practice Management Software for Accounting and Tax Firms. Their suite of tools includes practice management, client engagement, document management, workflow, time & billing, client portal, payments, insights, engagements & proposals, compliance solutions, transcripts & notices, and tax resolution. Canopy helps accounting firms streamline their operations and improve client relationships. They offer a comprehensive platform that allows firms to manage their clients, documents, workflows, and billing efficiently. With Canopy, accountants can focus on providing exceptional service and growing their practice. Visit their website for more information and to start a free trial.

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