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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Userback
Userback is the leading user feedback and bug tracking solution for software teams looking to understand users and build better products.
With Userback, you can collect metadata-enriched visual feedback and gain deep insights into your user's sentiment and behavior with in-app surveys like NPS, CES, and CSAT metrics. Add deep context to any piece of feedback via full session replay features.
Create user segments and track every user from the moment they log in. Survey only the cohorts that are important to you and understand your user experiences throughout the entire lifecycle from trial to churn.
Wrap it all up with branded feature portals, and public roadmaps, and a centralized location for all your feedback to reduce feedback overhead by 70% and increase feedback closure times by 10X.
No code? No problem. Start instantly with a code-free browser extension, perfect for internal QA and bug tracking.
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