Canopy is built for tax and accounting firms that want a single, integrated environment to run the operational side of the practice—client engagement, workflow tracking, and firm execution—without stitching together a patchwork of tools. Canopy helps accounting firms manage firm workflows, client interactions, and day-to-day execution with an integrated product suite. Keep work moving with structured workflows that reduce “who’s doing what?” ambiguity. Improve client responsiveness by consolidating key client-facing interactions into a more controlled portal-style experience. Reduce operational drag by combining multiple firm needs into one platform experience rather than separate point tools.