Canopy

Canopy is a practice management platform built specifically for tax and accounting professionals. It combines client management, document handling, workflow automation, and tax resolution tools in a single platform, with AI assisting at multiple stages. The platform's AI features include intelligent document classification, automated data extraction from tax forms, and smart workflow suggestions based on client history and deadlines. It helps firms manage the complexity of tax season without drowning in administrative work. Canopy serves accounting firms of all sizes, from solo practitioners to multi-office firms. Its modular design lets firms adopt the features they need — whether that is just document management or the full suite including tax resolution and time billing.