DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the availability of new automation enhancements to its ...

Canopy’s Barrett is equally positive about this. “Workflow management and customer relationship management are essential components of a PM system, and contribute to maximizing productivity and ...

Finding the best accounting practice management software can transform the way your business operates. That’s why we’ve carefully selected the best options based on features, ease of use, and value ...

Q What do you see as the biggest shift in the relationship between CPAs and their clients in recent years? A I’m going to cheat and list two. The first is the transition away from “CPA as ...

Canopy has added payments to its tax practice management platform. The module, which is proprietary to Canopy, allows money transfers between Canopy’s customers and their clients using credit, debit ...

LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based software helping tax and accounting professionals streamline their practice, announced enhancements to its workflow experience to improve ...

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of Smart Intake, the only AI-powered client intake system ...