Canopy Avis 

Écrit par l'entreprise

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA practices build an autonomous firm. Operating as the firm-wide operating system, Canopy eliminates the friction and security risks of juggling disconnected tools by unifying client management (CRM), document management, workflow automation, time and billing, engagements, and tax resolution into one modern, cloud-native platform under one login. At the center of Canopy's all-in-one platform is Canopy Coworker, an everywhere AI built specifically for accounting workflows. Canopy Coworker helps teams draft communications, summarize complex documents, and extract operational insights instantly. To further reduce administrative overhead, Canopy Notetaker automates client consultations by recording, transcribing, and converting call notes into actionable tasks attached directly to the client record. Purpose-built to solve the operational bottlenecks that slow accounting teams down, Canopy equips firm leaders with full capacity visibility, automated recurring work, and a secure client portal that serves as a modern digital front door for client collaboration and eSignatures. Tax teams also benefit from built-in IRS transcript retrieval and notice management without leaving the workspace. By bringing every core practice function together, Canopy gives accounting professionals the structure and clarity needed to scale, increase capacity, and focus on high-value client work. Learn more at getcanopy.com.Voir plus