You can use Canopy to organize and run your accounting practice from a single system. The software combines client relationship tracking, secure document storage, workflow automation, and billing tools. You can track time spent on client projects, generate invoices directly from logged hours, and send engagement letters with digital signatures. An integrated client portal lets clients upload files and review requests. In addition, automated assistants draft client emails, organize incoming tax documents, track IRS notices, and monitor team capacity to keep deadlines on track without manual data entry.
What Canopy does
Pricing breakdown
Pricing model: Paid
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