Canopy is an all-in-one accounting practice management software built to help tax, bookkeeping, advisory, and CPA firms work smarter and more efficiently. As a central hub for your practice, Canopy streamlines how you manage clients, staff, projects, documents, and billing—so you can spend less time on administrative work and more time building client relationships. Instead of switching between multiple disconnected tools, firms can manage their entire practice from one platform. From task tracking to secure document sharing, Canopy brings together the tools you need to keep your team aligned and your clients supported. Canopy is a flexible practice management solution well suited for small, mid-sized, and large firms alike, providing the scalability to grow with your practice. Key capabilities include: Smart Intake & client acquisition: Use questionnaires to gather information on leads or prospects that help you evaluate if they’re the right client for you. Ask them to attach the last 3 months of transactions to better evaluate for bookkeeping services. Or have them upload last year’s tax return to see if they fit your characteristics for individual or business tax clients. Then use Smart Intake and leverage AI to create unique request lists to capture the exact information (via questions or files) before you start any work. Engagements & Proposals: Send a professional, branded Engagement wizard filled with firm branding, an attachment (video or PDF), and pricing options. Then clarify billing frequencies and terms of service eliminating any potential scope creep and delivering a 5 star experience from day one. Client Management & Portal: Keep client records organized with complete histories, communication logs, and custom fields. With a secure client portal, firms can share documents, collect eSignatures, and collaborate in real time. With a robust CRM, you can also give specific contacts different permission settings for a single client portal. Workflow & Task Management: Build consistency with customizable templates, automate recurring steps, and assign tasks across your team while tracking progress in real time. Document Management: Request, store, and share files securely. Clients can upload documents directly into their portal, reducing email back-and-forth (and security issues) while keeping everything in one place. Time & Billing: Track billable and non-billable hours, generate invoices, and collect payments faster with integrated billing and payment options. Communication Tools: Consolidate conversations with built-in email, ensuring nothing slips through the cracks. Utilize internal comments on files, emails, and tasks so that conversations happen in context. Tax Resolution: Access IRS transcripts, forms, and resolution tools directly within the platform to streamline tax-related services. Canopy also includes automation and AI features that minimize repetitive tasks, simplify payment collection, and keep projects moving forward on schedule. This allows firms of all sizes to improve productivity without adding complexity. By combining workflow management, document organization, billing, and client collaboration, Canopy gives accounting professionals the structure and visibility needed to run a modern, client-focused practice.