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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Switcher Studio lets you capture video from multiple camera angles — and edit it in real time — helping you connect with your community in the most engaging way yet. Stream it live or record it for later. Captivate your audience with content that matters — and make it look amazing. No need to buy, lug, or learn big equipment. Switcher works with iPhones and iPads. Switcher's so intuitive that anyone can create stunning video. Forget hiring outside producers or videographers. They say every minute of edited video takes one hour of editing. With live-editing, every minute takes, well, one minute. Video — live or recorded, internal or external — lets you share the moment, no matter what the moment holds.
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Renderforest
Renderforest is an all-in-one branding platform that allows users to create broadcast-quality videos, AI optimized logos, photorealistic mockups, digital and print graphics of all topics and purposes, as well as fully functioning websites.
Choose from the ever-growing collection of high-quality templates of all kinds.
Customize videos with transitions, text, logo, and animation of your choice to promote and advance your social media presence. Enjoy the ease of creating a logo, with no technical or design skills, in just a few clicks. Design social media posts, posters, flyers, and more using the very intuitive Renderforest Graphic Maker. Create music visualizers, 3D animations, intros, outros, slideshows, and many more to promote you and your business. Showcase your product, branding, and design with ready-to-use mockups.
Create all the elements of your branding and stand out with Renderforest.
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