
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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Universal Knowledge by KPSOL is a SaaS Knowledge Management System that helps organizations capture, manage, and share trusted knowledge from a single source of truth.
It combines powerful enterprise search, intuitive content authoring, collaborative workflows, and analytics to ensure employees and customer-facing teams can quickly find accurate, up-to-date information.
In the age of AI, Knowledge Management is more important than ever. AI is only as effective as the quality of the knowledge it can access. Universal Knowledge provides the trusted, governed content needed to power reliable AI search, assistants and automation while reducing misinformation and improving compliance.
Available as a standalone platform or integrated via comprehensive APIs, Universal Knowledge improves productivity, enhances customer experiences, and reduces operational costs.
SaaS deployments are in the region customers choose, to maintain data sovereignty.
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Lucy
Lucy's AI-powered knowledge management makes it easy to find what you need to know when you need to know it. She reads and learns all of your organization's accumulated knowledge from the places it lives. She reads and understands written reports, PPTs, PDFs, graphs, videos, and audios. She connects to third-party data sources for their insights. Lucy's integration with Slack and Microsoft Teams makes it easy for members of your team to ask questions that can be answered from your accumulated knowledge. Ask her what you are looking for, and she will help you find the answer, and she identifies other possible answers if you need a different level of insight. Lucy will read and absorb every piece of information you want her to when she joins your team. Lucy never leaves, never forgets, and is gets smarter every day.
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