Canopy
streamlines client management, task tracking, and document requests so accounting firms eliminate email chaos, accelerate workflow visibility, and deliver smoother client experiences.
Quick Info
- Website
- referrals.getcanopy.com
- Categories
- Client Management
Related Tools
Sellful
manages your client review solicitation and referral workflows so your firm automates pipeline growth, increases predictable leads and reduces dependence on referrals.
Hello Bonsai
automates contracts, proposals, and payments so your firm standardizes client agreements, blocks partner time for advisory, and accelerates revenue collection.
CloudTalk
manages call‑centre and client phone workflows so your firm centralises communications, reduces missed calls and delivers responsive client service across borders.
CCH Axcess Expert AI (Wolters Kluwer)
automates client collaboration and analytics so your firm generates practical insights faster, improves accuracy and delivers a more efficient tax experience.