The evolution of accounting is in the mindset and tools. Use the tools that make your life easier. Unclunk your accounting firm with Canopy's all-in-one practice management solution.
Canopy
Software Development
South Jordan, Utah 11,814 followers
The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.
About us
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
- Website
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http://www.getcanopy.com
External link for Canopy
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- South Jordan, Utah
- Type
- Privately Held
- Founded
- 2014
- Specialties
- accounting software, tax resolution, practice management, IRS Transcripts, and IRS Notices
Locations
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Primary
Get directions
10355 S Jordan Gateway
Suite 500
South Jordan, Utah 84095, US
Employees at Canopy
Updates
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You may understand the tax rules for churches and organizations, but have you learned about the tax rules for ministers? Now's the time in this free CPE course! https://ow.ly/X3cp50SGyxJ
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Checkout this podcast episode, where our CEO, Davis Bell, talks about leadership!
Board Director & Operating Partner to Growth-Stage SaaS/Marketplace Companies | Founder, CEO, CFO & Venture Capital Investor
Exploring the Art of Leadership In this episode of The Growth Elevated Leadership Podcast, Davis Bell shares how leading Canopy has reshaped his entire conception of leadership. It's not about having all the answers all the time, but being curious and open to different perspectives. In our interview Davis shares how his team has often provided insights that led to better decision-making, like when a new approach to pitching investors significantly improved their success rate - a success rate that helped Canopy raise $35M in one of the most challenging funding landscapes of our lifetime! Leadership is about collaboration and continual learning. Tune in to hear Davis's invaluable leadership lessons and how they can be applied to your own leadership development journey. https://lnkd.in/gF9RrgFR
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Join Terrell A Turner, CPA on Accounting Today's webinar to learn about the Golden AGE model for managing talent. https://ow.ly/ieis50SAEPL
Golden AGE of Talent Management
accountingtoday.com
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Did you know that Customer Relationship Management (CRM) systems can significantly boost customer retention rates and enhance relationships in firms? In today's competitive landscape, the value of CRM systems cannot be overstated. Choosing the right CRM can sometimes feel as daunting as navigating a complex financial spreadsheet. Let's delve into the realm of CRM solutions, focusing on traditional and accounting-specific options, to help you chart a course towards informed decision-making that could redefine your firm. Traditional CRM: - Elevate sales, marketing, and service interactions by consolidating customer data from various touch points - A unified dashboard where each customer interaction is transformed into actionable insights Accounting CRM: - Seamlessly integrate crucial financial tasks such as transactions, invoicing, and financial reporting into a unified platform - Revolutionizes customer interactions and financial management for accountants, providing an all-encompassing solution
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Pablo Martell speaks to Alpine Mar CPAs & Advisors' usage of Canopy and how it benefited their firm!
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Have you ever wondered how to handle growth at your firm? Or how best to utilize AI at your firm? Or even what Darren's favorite book is? Join us for a webinar on July 16th, where you can ask Darren Root anything! Click the link to register. 🔗:https://ow.ly/YsPC50Sv5OK
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