Business and Product Insights

Canopy offers a robust suite of integrated features designed to cover nearly every aspect of an accounting practice. Key features include: **Practice Management** for organizing and automating tasks, managing workflows, assigning work to team members, and tracking progress; **Client Management** with a built-in CRM to store client information, communication history, and manage client relationships effectively; **Client Portal** for secure document sharing, encrypted communication, and allowing clients to access their relevant information; **Document Management** for secure cloud storage, organization, and sharing of client files; **Time & Billing** for accurately tracking billable hours, generating invoices, and managing payments; **Tax Resolution** as a specialized module to streamline the process of resolving IRS issues, preparing necessary forms, and managing client cases related to tax problems; **Reporting & Analytics** to provide insights into firm performance, client profitability, and team utilization. The platform also emphasizes ease of use, a modern interface, and strong security measures to protect sensitive client data.