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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Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle.
Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat.
Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history.
Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair.
Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site.
Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank.
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TruCentive
TruCentive is a revolutionary way to send gift cards, merchandise, and payments to employees, customers, or partners worldwide. Enhance employee, research, marketing, and sales initiatives by delivering rewards and incentives via email and SMS. Streamline your delivery process by automating reminders and follow-up messages after rewards have been claimed. Deliver in real-time or schedule in advance for events, such as trade shows, employee birthdays, and anniversaries. Integrate with the tools you use today: Hubspot, Marketo, Salesforce, Survey Monkey, Qualtrics, and more… Eliminate waste — with our transaction-based pricing, you only pay for claimed incentives. Our full-featured editor gives you the tools to create stunning messages that leave a lasting impression. Use our pre-designed templates or start from scratch and deliver your brand, your message, and incentives that motivate, delight, and encourage recipients.
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