Project Management, Time and Billing, Document Management, and Client Communications.
Canopy helps keep an accounting firm’s valuable information centralized and organized and helps automate time-consuming tasks such as setting up reminders, recurring payments, etc. Canopy’s Client Portal bridges the gap of communication between client and practitioner with back and forth messaging, easy-to-use file management and information requests.
Canopy provides a single source of truth for day-to-day operations and communications, both internal and external, improving employee workflows, increasing efficiency, saving time and money in the process.
Schedule a demo: https://www.getcanopy.com/demo
Try Canopy for free: https://www.getcanopy.com/free-trial
Insightful Accountant is presenting a webinar with Canopy on May 28. You can register for "Simplifying Tax Resolution Cases with Tax Software" here.