Canopy

The platform is built around the specific workflow patterns of tax preparation and accounting practice, making it functionally relevant to accounting professionals in ways that general-purpose project management tools are not.

The client management features centralize all client communications, document storage, task tracking, and engagement history in organized client profiles that give accounting teams a complete view of each client relationship and outstanding work items.

Secure client portals allow clients to upload documents, sign engagement letters, and communicate with their accountants through a professional interface that eliminates the security risks of email document exchange without creating a difficult onboarding experience for clients.

Canopy's tax workflow automation reduces manual work in the production process through template-based engagement management, automated client reminder sequences for outstanding information, and workflow tracking that gives practice managers visibility into where each tax return stands in the production process.

For growing accounting practices managing large client volumes, the platform provides the operational infrastructure to scale capacity without proportional increases in administrative overhead.