Entirely cloud-based, Canopy allows you to run your practice from any device, wherever there’s a wifi connection. Your clients can seamlessly connect with you on any device using the Client Portal app. With an app for you and an app for them, managing your practice has never been easier. It’s the end of costly hardware, maintenance, and IT resources.
Canopy offers unlimited file storage with no restrictions on file size or type.
No, you can create custom templates and set up recurring tasks to accelerate and automate your processes.
Canopy integrates with Google, Microsoft Exchange, Office 365, Outlook, Yahoo, AOL, Comcast, and other IMAP providers.