Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
This eBook will guide you in choosing an accounting niche and understanding your ideal client profile.
Did you know that an estimated 2,200 cyberattacks happen per day? With the kind of sensitive financial information your accounting firm has, including clients' personal and financial data, you become a prime target for cyberattacks.