
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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Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused.
Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes.
Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment.
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Archbee
Documentation tool for high-performing teams.
Archbee is the place to centralize your company's information.
Unify knowledge in product, engineering, support, marketing, sales.
Use cases:
• Manage team knowledge
• Developer & API docs
• Documentation sites
• Document internal processes
• Collaborate on documents
• Onboard & train teammates
• Create documentation for your customers
• Bring your own domain
Integrations: Slack, Airtable, Loom, Trello, Lucidchart, Typeform, Mindmeister, Prezi, Miro, Google Docs, Google Sheets, Google Slides, Figma, Invision, Framer, Abstract, Marvel, Github, GraphQL, Swagger/Open API, Numeracy, Mode Analytics, Codepen, Intercom, Google Analytics.
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