Canopy—streamline your accounting firm.

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Managing an accounting firm requires keeping everyone on the same page. Jeff Kinsel, Director of Customer Success at Canopy demonstrates how Canopy's tools help you to communicate effectively, track how your time is being spent, and provide an ideal client experience.

Streamline your accounting firm with tools that make the most of your team's time

Keep your team organized with workflow tools, document management, customer relationship management and more

Create a more connected client experience with customized client portals, organizers to quickly gather and organize tax information, easy collection if esignatures and streamlined payments.

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