Each of our products automates busywork and connects your entire practice so you can focus on building your business. Canopy is the leading data breach response and notification software. Manage devices and revoke access if one is lost or stolen.Ĭanopy’s full suite of products includes Practice Management, Tax Resolution, and Firm Management. Securiti is an AI-powered solution that allows organizations to discover sensitive data across multi-cloud, SaaS, and on-premise environments, protect it and automate all privacy functions. Protect your data with two-factor authentication, encryption, and Touch or Face ID. Time tracking is also built into the app to track hours spent on projects. Scan documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.Ĭreate new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes. Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.īe prepared for any client or IRS call with mobile access to your files. With the Canopy mobile app you can access your tax practice from anywhere. Canopy is the only digital parenting app that stands directly between inappropriate content and your family. Canopy streamlines your work so you can help more clients.
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