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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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.
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Amazon Simple Notification Service (SNS)
Amazon Simple Notification Service (SNS) is a fully managed messaging service for both system-to-system and app-to-person (A2P) communication. It enables you to communicate between systems through publish/subscribe (pub/sub) patterns that enable messaging between decoupled microservice applications or to communicate directly to users via SMS, mobile push and email.
The system-to-system pub/sub functionality provides topics for high-throughput, push-based, many-to-many messaging. Using Amazon SNS topics, your publisher systems can fanout messages to a large number of subscriber systems or customer endpoints including Amazon SQS queues, AWS Lambda functions and HTTP/S, for parallel processing. The A2P messaging functionality enables you to send messages to users at scale using either a pub/sub pattern or direct-publish messages using a single API.
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