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
UTunnel provides Cloud VPN, ZTNA, and Mesh Networking solutions for secure remote access and seamless network connectivity.
ACCESS GATEWAY: Our Cloud VPN as a Service offers swift deployment of Cloud or On-Premise VPN servers. It utilizes OpenVPN and IPSec protocols, enables policy-based access control, and lets you deploy a Business VPN network effortlessly.
ONE-CLICK ACCESS: A Zero Trust Application Access (ZTAA) solution that simplifies secure access to internal business applications. It allows users to securely access them via web browsers without the need for a client application.
MESHCONNECT: This Zero Trust Network Access (ZTNA) and mesh networking solution based on WireGuard enables granular access controls to business network resources and easy creation of secure mesh networks.
SITE-TO-SITE VPN: The Access Gateway solution lets you easily set up secure Site-to-Site tunnels (IPSec) between UTunnel's VPN servers and hardware network gateways, firewalls & UTM systems.
Learn more
Architect
Architect gives you the power to configure, locally build, and globally deploy web apps to the cloud using concise, declarative statements. Built on rock-solid AWS foundations, Architect makes advanced web development a breeze. Scaffold a fresh Architect project with a single command. Get a local, production-like environment up and running instantly. Deploy to identical staging and production environments in seconds. Architect not only supports cloud functions for HTTP but also web sockets, queues (FIFO), events (fan-out), and scheduled tasks backed by a world-class database that boasts millisecond latency no matter how much data you store or how many people concurrently access it. All these capabilities, and more, with terse but deterministic Infra-as-Code (IaC). We prioritize speed with fast local dev, smart configurable defaults, and flexible infrastructure as code. You can focus on business logic instead of glue code and only pay for in-use services on-demand.
Learn more
