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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 accountin...

Practice management software built by accountants for accountants. Everything you need to run your firm, all in one place: project management, time & billing, document management, engagement letters, integrated payments, and powerful reporting!