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description=Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.;

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Text of the page (random words):
irms skip to content skip to content product operations time billing payments reporting capacity planning internal collaboration mobile app tax resolution transcripts notices work engagements proposals workflow document management close automation tax workflow automation clients client portal client communication documents e signatures client onboarding ai notetaker platform firm system of record crm canopy ai coworker api who we serve size large firms see the big picture and stay in control mid size firms scale smoothly with tools that keep you in sync small firms run lean stay organized look professional focus private equity firms scaling up is easier with systems that keep you in control advisory teams proactive insights month end close made easy tax teams from easy intake to automated delivery and everything in between bookkeeping teams bookkeeping that works perfectly within your firm s systems audit teams workflow capacity and intake for audit teams evaluate why choose canopy switch to canopy customer stories compare canopy what canopy replaces integrations canopy product tours change management implementation customer experience security innovation center all in one practice management app hopping is so 20th century simplified systems your firm can kiss frankenstack goodbye sustainable scale you want to grow do it right foundation for advisory transitioning from human calculator to strategic advisor your autonomous firm automate the busywork so you can focus on your expertise pricing resources learn canopy university community cpe discover blog webinars podcasts ebooks company careers about us press log in see how it works get a demo open main menu menu menu see how it works get a demo product operations time billing payments reporting capacity planning internal collaboration mobile app tax resolution transcripts notices work engagements proposals workflow document management close automation tax workflow automation clients client portal client communication documents e signatures client onboarding ai notetaker platform firm system of record crm canopy ai coworker api who we serve size large firms mid size firms small firms focus private equity firms advisory teams tax teams bookkeeping teams audit teams evaluate why choose canopy switch to canopy customer stories compare canopy what canopy replaces integrations canopy product tours change management implementation customer experience security innovation center all in one practice management simplified systems sustainable scale foundation for advisory your autonomous firm pricing resources learn canopy university community cpe discover blog webinars podcasts ebooks company careers about us press log in upsmart your accounting firm canopy helps accountants build an autonomous firm all in one practice management software schedule demo accounting practice management canopy practice management suite practice management software should bring together all of your practice s mission critical functions in one place our suite like your tax accountancy or bookkeeping firm is built around your clients with client management as the foundation from there canopy lets you pick and choose from our other ai enhanced modules depending on what works best for you and your firm and now with canopy coworker our everywhere ai you can automate see also offload busywork and workflows saving hours of time and headaches and allowing you to focus on accounting and relationships rather than maintenance learn more all in one vs all over the place app hopping juggling integrations got log in carpal tunnel stop it just one simple login manage clients documents billing intake and communication from a single login no context switching efficiency rules eliminate data silos and duplicate work with one simple connected workflow across your entire team simplify for the better gain speed visibility and control with a platform built for how modern accounting firms actually operate not how they used to everywhere ai meet canopy coworker coming soon coworker coordinates and executes work across your tasks workflows and clients all securely within canopy sessions recommendations actions firm wide automations your command on demand skip the manual work just ask coworker to handle the execution get instant data backed answers about team capacity or unbilled time without ever exporting to excel track every needs attention item and monitor live multi step tasks in progress directly within the conversation thread describe a complex outcome like archiving a year s worth of engagements and watch it build an executable plan in seconds works in the background thinks about what s ahead an ai that doesn t just flatter you insert em dashes or process data canopy coworker recommends your firm s next move automatically identifies missing information from prior year work and suggests personalized request lists monitors firm wide workloads in real time to recommend task reallocations and ensure high priority deadlines are met recommends the most efficient project templates and provides automated nudges for stalled tasks to keep every engagement moving forward on track actions without interruptions canopy coworker does more than just suggest the next step it executes the work for you directly within your firm s platform drafts professional context aware email responses and client communications natively within your inbox automates workflow actions such as creating tasks or updating project statuses the moment a client uploads a file or signs an engagement letter instantly summarizes complex client histories and multi thread conversations into actionable internal notes review queue allows staff to review and approve ai drafted items from coworker sessions before they execute death to manual busywork coworker turns your manual busywork into self driving workflows so nothing falls through the cracks automatically triggers handoffs and task reassignments the moment a project status changes flags transaction level anomalies in your bookkeeping data and creates tasks for your team before small issues become big problems analyzes historical performance to recommend smarter automation rules for recurring projects learn more about canopy coworker 14 software consolidated per firm 250k invoices created in canopy every month 15k practitioners trusting canopy 6m files securely uploaded stored in canopy accounting practice management software built for every firm size solo practitioner multi location firm somewhere in between canopy scales with you small firms canopy gives accountants who wear all the hats the tools to run cleaner faster and more profitably right from day one because small teams shouldn t mean small results mid size firms canopy gives growing firms the same powerful tools as the big players minus the pricey it overhead and complexity because more clients shouldn t mean more chaos right large firms canopy gives you one unified platform that evolves with your firm adapts to your workflows and puts firm wide performance at your fingertips you want to run a modern firm not a software museum loved by accounting firms just like yours 4 6 stars on g2 com i ve had nothing but good experiences with canopy it s easy to use and i love that it s continually updated and improved upon suggestions are actually considered and implemented which shows that they really care about providing the best product erica s payroll manager what do we mean by autonomous firm certainly not the cinematic dystopian humanity dragging version where the ai tells you i m afraid i can t do that dave no our autonomous firm is about what it can do and it isn t about replacing your team it s about giving them back the time and headspace to do the work that actually grows your business autonomous firm means your team stops chasing and starts leading canopy s everywhere ai takes care of the busywork automating repetitive tasks monitoring firm activity giving each employee their own agent sidekick so everyone can focus on the most important stuff transform your firm one vs many why all in one and everywhere ai matter fragmented tools franken stack solutions scatter your team your work data siloed across 14 systems hard to find impossible to track team switches contexts constantly ai tools can t see the full picture and could put sensitive data at risk client communication scattered across email portals and apps billing workflow and documents managed separately every automation is a custom integration canopy all in one everything your team needs in one place one system of record for every client and every task entire team works from a single platform canopy coworker operates on full firm context and ensures security with firm client data all client communication managed in one place billing workflow and documents natively connected automation built in no integrations required canopy is our new best friend from a customer experience perspective this is one of the best in class products canopy has a very modern interface and came in at a fraction of the price of the software i was already using at a national firm austin m principal the organization is hard to beat across softwares the ability to bring document management task management and billing under one roof is hard to find elsewhere michael b monotelo advisors financial services we love canopy robust software with essential features that help our tax season go smoother like client portal electronic signatures and the awesome and easy retrieval of clients tax transcripts licia v canopy customer canopy is the perfect solution for cpas i purchased canopy in 2019 just as the pandemic hit 5 years later i can t imagine my practice without canopy the interface is super user friendly there are many options providing the user with a more personalized approach sandeep b canopy customer canopy is worth every penny i love that everything is all in one place i use the letter templates to respond to irs letters and they make my life so much easier i also really love the client request feature that automatically reminds my client that i am waiting on something jessie b president ready to get started your future self will thank you frequently asked questions can t find the answer you are looking for reach out to our support team what is canopy and what does it do for accounting firms canopy is a cloud native all in one practice management platform built for u s accounting cpa tax and bookkeeping firms canopy is top rated in g2 for accounting practice management and tax practice management software it replaces the disconnected stack of tools most firms rely on separate apps for documents billing workflow and client communication with one platform and one login when everything runs through canopy client data flows automatically between modules so your team stops re entering information and starts doing the work clients actually pay for what does all in one actually mean in canopy all in one means every core function of your firm lives in a single system not a bundle of integrations pretending to be one canopy includes workflow automation crm client portal document management time tracking billing proposals and ai under one login all sharing the same client record when a client signs a proposal tasks populate automatically when a document uploads it matches to the right engagement instantly when time is logged it flows directly into the invoice nothing is manually re entered or re routed because it was never disconnected in the first place how is canopy different from karbon taxdome or other practice management tools canopy is the only practice management platform rated 1 by g2 that consolidates workflow crm client portal document management billing and ai in a single system rather than a loosely connected set of modules and integrations platforms like karbon and taxdome handle parts of the problem but require additional tools or solutions for comprehensive practice management canopy is built to run your entire firm from one place the result is fewer tools to pay for fewer places data gets lost and no more toggling between systems to answer a simple client question compare canopy vs karbon compare canopy vs taxdome what ai and automation does canopy include canopy s everywhere ai including canopy coworker and canopy notetaker is embedded throughout the platform not bolted on as a separate product it auto generates client emails renames and organizes uploaded documents builds document checklists from prior year returns matches irs notices to the right client record in seconds and forecasts staffing needs through built in capacity planning because the ai shares the same client data as the rest of canopy it works with your firm s context meaning it already knows your clients your workflows and your firm canopy s all in one approach to ai also keeps data secure within the four walls of your practice management system so data does not leave a secured environment to learn more about ai and automation in canopy visit this page can canopy replace the other tools my firm is already using for most firms yes canopy is purpose built to replace standalone tools for client intake proposals and engagement letters document collection workflow tracking time and billing client communication and more eliminating 14 disconnected tools and apps on average if you re migrating from thomson reuters practice cs cch axcess or another platform canopy s onboarding team handles the data migration so you re not starting from scratch during consolidation how quickly can my firm get up and running on canopy most firms are operational in canopy within days not months canopy provides assisted data migration live onboarding sessions and a support team that includes credentialed cpas and people who understand how your firm actually works there s no lengthy implementation project no dedicated it resource required and no rebuilding your workflows from zero you set up once and the platform is designed to grow with your firm from there email address thanks for subscribing something went wrong please try again work new close automation new tax workflow automation engagements document management workflow templates operations time and billing payments internal collaboration reporting capacity planning transcripts notices tax resolution clients new ai notetaker client portal client communication client onboarding esignatures secure links platform new coworker firm system of record crm ai for accounting firms security api why choose canopy switch to canopy compare canopy what canopy replaces customer stories discover blog webinars ebooks guides podcasts free cpe courses events about us about canopy careers press room contact us canopy status popular pricing book a demo canopy product tours ai governance integrations trust center firm size firm focus large firms mid size firms small firms private equity firms advisory teams tax teams bookkeeping teams audit teams...