Streamlined Workflows

Streamline processes, stay up to speed, and maintain consistency throughout your firm.

See the full picture from a dashboard.


See every moving piece of your practice at a glance. Know the status of every project, see every team member’s workload, and get notifications when projects are ready for handoff.

Deliver consistent results with automation.


Create task templates to standardize service offerings and processes throughout your firm. You can also automate recurring tasks and set reminders to keep your team on track.

Work efficiently in one place.

Efficient Projects

Collaborate productively with access to tasks, files, notes, and tools in a dedicated project workspace.

Integrate communication into workflows.

Workflow Communication

Avoid cluttered inboxes by connecting your email with Canopy so you’ll only see the emails relevant to your client. In addition, you’ll get a full communication history between your practice and a client so you can quickly get full context.

Tax practice workflows

Automated Client Requests

Keep engagements moving by sending clients file or task requests. Set auto reminders and track approval status so you can spend less time chasing down files.

PM-Project Management-Automate Client Requests

Integrated Calendars

Integrate with your Google and Outlook calendars, so events are automatically synced no matter which calendar you create or edit in.


Get a prioritized list.

See exactly what you need to focus on each day with a full view of your calendar, events, and outstanding tasks in one place.

Synchronize the whole team’s calendar.

Automatically connect team calendars to get a full view of availability and easily schedule meetings.

PM-Project Management-Integrated Calendars1
“The time we have been able to save with Canopy’s features is priceless, and their support is second to none! Never have I been able to get answers to my questions so quickly.”
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Take it for
a test drive.

See what’s possible with Canopy.