Canopy Tax

Canopy provides cloud-based practice management software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure. Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.