Canopy logo
Canopy logo
Canopy logo

Canopy

Canopy provides a comprehensive practice efficiency suite that simplifies accounting practices to help more clients. Each product automates busywork and connects your entire practice for enhanced productivity.

Accounting

How to Optimize Your Workflow with This Integration

Accounting

Practice Workflow Automation

Streamline accounting workflows with automated task management and client communication tools.

Customer Support

Client Relationship Management

Enhance client interactions with integrated communication and document management systems.

Project Management

Practice Performance Tracking

Monitor practice efficiency and profitability with comprehensive analytics and reporting tools.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Need a Custom
AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.