Solution introduction
Less clicking. More doing
Canopy Workflow helps you focus your time on the right things
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, repeat.
Enhance accuracy
It’s easy to forget, slow down, miss a notification, make simple mistakes. Canopy workflow is built just for accounting firms so your human error rate goes way down.
