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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Our cloud-based, user-friendly patient communication and engagement platform is a truly all-in-one solution to the everyday needs of your dental practice. Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier.
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Curve Hero
Curve Dental is the top-rated cloud-based dental practice management software trusted by more than 80,000 dental professionals across the U.S. and Canada. Our all-in-one platform brings scheduling, charting, billing, imaging, patient engagement, revenue cycle management, analytics, and mobile access together in one intuitive system — giving dental teams everything they need to run a smarter, more efficient practice.
Practices save hours each week with automated workflows, AI-enabled insurance verification, online scheduling, digital forms, integrated payments, and powerful reporting dashboards. Our native dental imaging tools and modern charting experience streamline clinical workflows and help providers deliver exceptional patient care.
Built for startups, independent offices, and multi-location groups, Curve scales alongside your practice — offering flexibility, transparency, and tools designed to help you increase efficiency, improve collections, and grow with confidence.
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