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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

What’s next for many of us is changing. Your company’s ability to hire great talent is as important as ever – so you’ll be ready for whatever’s ahead. Whether you need to scale your team quickly or improve your hiring process, Greenhouse gives you the right technology, know-how and support to take on what’s next.