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.
Learn more
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.
Learn more
LawyerLine
We understand that each firm is unique. As a result, LawyerLine provides custom plans according to your own preferences. Pick and choose which features you’d like and we’ll both come up with the best plan for you. Our live receptionists always execute the best call-handling practices. From warm, personalized greetings to custom voicemails, we not only answer the phone, but we will also transfer important calls to your direct line. With over 8 years as a legal intake specialist, LawyerLine has perfected the client intake process. With case questions of the highest quality, customized by you, our team will give you the imperative information you need to claim a case. LawyerLine is more than just an answering service. An individual call summary, daily call summary, and monthly report will be sent to each lawyer so every law firm is prepared at all times. The number of hours we save our most active firms per year. The amount we can improve client conversion rate for small firms.
Learn more
