Canopy

Canopy is a cloud-based practice management software designed specifically for CPAs and tax professionals. The platform offers a comprehensive suite of tools that streamline document management, enhance client communication, and automate routine tasks. Canopy serves small to medium-sized accounting firms looking to optimize their operations and improve client relationships. Operating in the financial technology market, Canopy's business model revolves around a subscription-based service, providing various pricing tiers based on the features and number of users. Revenue is generated through these subscriptions, as well as additional fees for premium features and services. The platform's AI capabilities and mobile apps offer flexibility for remote work, making it a valuable asset for modern accounting practices.

Keywords: cloud-based, practice management, CPAs, tax professionals, document management, client communication, automation, AI capabilities, remote work, subscription-based.