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Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.
Canopy's leading project management and accounting workflow software is built specifically for accounting firms. Manage tasks, templates, and client requests. Learn more:
Explore the Canopy solution that meets your needs, or request a demo to see our AI-powered software in action. Harness the power of AI and machine learning for fast, accurate detection of personally identiable information (PII) and protected data.
Accounting practice management software is an all-in-one solution for accountancy, tax professionals and bookkeepers. It should bring together all of your practice’s mission-critical functions in one place.
Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.
Learn the Canopy software with on-demand training videos at your own pace. 62 articles. User & Firm Administration. Learn how to manage team members, create teams, and more in your Canopy licenses. 43 articles. Client Engagement & Client Portal.
Learn the Canopy software with on-demand training videos at your own pace. 62 articles. Implementation & Account Set Up. Set up your Canopy Account and Customize Settings. Import and Manage your Clients. Start Using the Client Portal. Get Started with Tax Resolution. Getting Started for Admins. Getting Around Canopy. Syncing Email & Calendar.
Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys, and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience.
Jun 17, 2024 · Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
Canopy makes the world's leading privacy and data breach response software. Powered by AI and machine learning, our patented technology is purpose-built to zero in on personally identifiable...
