Canopy
HQ Address
10355 S Jordan Gateway, Suite 500, South Jordan, UT 84095, United States
Website Address
Business introduction
We’re Your Firm-wide Operating System
Doing the same amount of work you have today, with the talent you have, but in less time, with less stress, and while creating better client experiences might sound like a joke to you, but it’s no laughing matter to us
Helping you unlock the firm you always wanted
And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm's work easier. Which is precisely what Canopy is.
Our values
Our four action-based values light the way (which isn't to say we don't value other things, like great movies, board games, the right pair of sneakers, raisins, etc.)
Canopy Solutions
Client Engagement
Proposal to payment, faster Use a single system to extend statements of work, track conversion of prospects, initiate project management, collect payments, and gain insights into the entire client journey with in-depth reporting. Simplify client procedures Tag clients and perform bulk actions, have uniform structure from client to client, and have clear delineation......
business needs
- Client Engagement & Management
- Client Marketing & Prospecting
- Client Onboarding & Identity Verification
Document Management
Get documents organized And go paperless. And save space. And spare yourself headaches. And keep your (and your team's) sanity. Work and collaborate efficiently Easily collect and share documents in a single place. Then gather, process, and search information and files seamlessly. Secure document storage Canopy and the Client Portal provide security for documents no......
business needs
view solutionTax Resolution
Simplify processes When it comes to taxes, there are so many items and processes to be able to just automatically know how to work on or respond to each of them. Fortunately, with Canopy, you don’t have to. Utilize templates With pre-built workflows, letter templates, and more, you’ll find tax work a breeze. (Or,......
business needs
view solutionTime and Billing
Account for your firm's efforts Accounting for your time is just as important as accounting for your clients’ money. Record, designate, and analyze the time your staff spends on each client. Get paid faster Make it easier on your clients and yourself by invoicing and processing payments in Canopy. Got past due invoices?......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Portfolio & Wealth Management Systems
Transcripts and Notices
Automate transcript retrievals The ultimate form of proactivity—the kind that requires no action from you. Sleek IRS integration Secure log-in allows you to pull multiple transcripts at once. Say goodbye to multiple logins, navigation, and download after download...after download....after download. Simplify notice creation No need to memorize how to respond to any of the thousands......
business needs
view solutionWorkflow
Firm-wide visibility No more “I thought you were working on that!” Know exactly who is assigned each piece of work, what’s been finished, and what’s still outstanding. Improve process efficiency Create templates, assign tasks in bulk, build automations—everything you need to free up more of your time. And then it's just wash, rinse,......
