
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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Fixed Asset Pro is a powerful and budget-friendly fixed asset depreciation system. It gives small and mid-sized companies, organizations and their CPAs a better way to calculate depreciation and prepare the reports needed for financial, accounting, tax, and fixed asset management.
* No limits to the number of assets or entities.
* All the depreciation calculations you need for Book and Tax. 68 depreciation methods. 6 different books. Half-year/mid-month/mid-quarter. Bonus deprec., Section 179, and more.
* Maintain your asset inventory. Track assets and depreciation throughout the entire fixed asset life cycle—from CIP to disposal.
* Complete reporting for accounting, tax and management.
* Continually updated for tax and accounting rule changes.
Fixed Asset Pro is a full-featured depreciation system. Streamline workflow. Maintain fixed asset records over the entire asset life cycle. Maximize tax deductions. Produce up-to-date reports. Eliminate spreadsheet hassles.
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OGBOOKS
OGBOOKS makes Oil and Gas Accounting easy. With our OGBOOKS software, you could do your processing in-house, in less time, and for less money. A/P, A/R, Investor Management, Joint Interest Billing, Payroll, and more. Import your revenue data from EnergyLink. Automatic Backups Export to Excel Ownership Transfer Virtual Filing Cabinet EnergyLink Integration. Scan invoices and other documents into the Virtual Filing Cabinet. Training is available over the internet, by phone, and in person. Download the user manual or view it from the Help menu in OGBOOKS. OGBOOKS can import your EnergyLink data directly into the Revenue Distribution module so that you don't have to manually enter all the revenue details. Simple. Fast. Easy. The Virtual Filing Cabinet makes it easy to scan your invoices and other documents. OGBOOKS has many special features to make your work easier. Automatic Backups make it simple to backup your data locally.
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