Canopy

www.getcanopy.com

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. 

Resources

EBook: How to Fix Email at Your Firm

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Most people love to hate email. For good reason. Relying on email leads to information getting buried, documents going missing, and communication breaking down. So, how do you fix it? 

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