Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it.
You need convergence.
ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost.
AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should.
Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations.
All connected. All in one place.
Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions.
Trusted by teams from startups to the Fortune 500.
Stop patching a broken system. Get back the hours your team was never supposed to lose.
Free Forever plan available. No credit card required.
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Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.
By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.
Key capabilities include:
Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.
Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.
Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.
Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.
Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.
Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.
Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.
Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.
Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
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Ziflow
Ziflow helps creative teams deliver exceptional work. Our creative collaboration platform streamlines feedback on any creative asset from concept to delivery.
With over 1,200 file types supported, SOC2 compliance and capabilities like automated workflow, version management and integrations with leading project management solutions, it's the first choice for organizations looking for the best enterprise online proofing solution. Our customers include Showtime, Splash Worldwide, AWS, Hilton, Weber Grills, WeatherTech, Olly and Everyday Health.
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