Canopy

Canopy automates busywork and connects your entire practice so you can focus on what’s important. Canopy hosts an entire ecosystem of products all working together so you can enhance the efficiency of your practice while building stronger connections with your clients.

Provide a more transparent and connected experience for your clients with tools that improve communication and information sharing.

Canopy was created by accountants for accountants. Every feature was built to be smart and intuitive so you can immediately start solving client problems.