Canopy is a comprehensive practice management software designed to serve as a firm-wide operating system for accounting professionals in Lehi, UT. The platform offers features such as client engagement, document management, workflow optimization, time and billing tracking, and tax resolution assistance to streamline processes and enhance client relationships.
With AI capabilities, insights into firm health, and a mobile app for practitioners on the go, Canopy aims to unlock the full potential of accounting firms and create a more efficient and effective work environment. Its all-in-one approach caters to the needs of accounting professionals, providing tools to improve productivity and overall firm performance.
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