Canopy
@canopysuite
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The #1 Cloud-Based Practice Management Platform. Doc Management. Workflow. Client Portal App. Payments. Time and Billing. CRM.
South Jordan, UT
Joined December 2013
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.
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Last day of hashtag #NATP2025!. If you haven’t already, come stop by our booth and say hi! We’ve got Canopy swag you won’t want to miss 😎. Huge thanks to the National Association of Tax Professionals for having us!. #Taxposium2025 #Canopy #CanopyTax #TaxPlanning #CPE2025 #NATP
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Canopy provided the all-in-one practice management platform to help them operate more efficiently—without compromising on client service. Read more about it here:
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Struggling to make sense of all the practice management software out there? 🤯. We went ahead and put together a guide to make the process easier! 🤩. You can grab the 2025 Buyer’s Guide here:
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Here’s where we’ll be this month: 👇🏼.📍 NATP Taxposium | July 21–23 | Las Vegas.📍 Bridging the Gap | July 22–24 | Denver, CO.📍 Austin Roadshow with Jason Staats | Austin, TX 📍 Dallas Roadshow with Jason Staats | Dallas, TX
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RT @WoodardCompany: Clients today want more than clean books. They expect clarity, connection, and convenience. From proactive advice to s….
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RT @tryjasononline: 🏆 Leaders (5). @canopysuite .One of only 3 PMs I recommend for firms over 50 EEs, and on raw feature volume probably do….
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We had another amazing #WomenofCanopy lunch! . KC Brothers gave a fantastic presentation on the importance of time management —and it did not disappoint! . We walked away with valuable insights on how to avoid spreading ourselves too thin and how to better prioritize our tasks!
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Whitney Kisner from Papin CPA PLLC recently shared what it’s been like transitioning to a more streamlined, less chaotic workflow using Canopy. “Canopy makes billing a set-it-and-forget-it situation. What used to take me 6 hours a month now takes 0.”.
lnkd.in
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Where are my coffee lovers at?? ☕️. If you're attending Woodard's Scaling New Heights, we’ve got you covered with free coffee from 6:30 to 9:30 a.m. every day through Wednesday. Stop by and say hi!
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Reminder about our Roadshow happening tomorrow—we can’t wait to see you all there! 🚗.
📍 Seattle, we’re coming your way!. Join us at The Collective on Friday, June 20 for a morning of insights, networking, and professional growth. Register here:
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RT @WoodardCompany: Stronger collaboration = stronger firms. Learn how accounting teams are leveling up with smart tech, including tools fr….
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📍 Seattle, we’re coming your way!. Join us at The Collective on Friday, June 20 for a morning of insights, networking, and professional growth. Register here:
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RT @WoodardCompany: Client relationships are at the heart of successful accounting firms. 🤝 Trust. Referrals. Lasting partnerships. Disco….
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Don’t miss our upcoming webinar! 🎙️. Join Molly Gallaher Boddy, PhD, and Chloe Siebach Griffin as they break down what it takes to level up your firm’s tech stack. 📅 Reserve your spot now:🔗
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RT @KeithJonesCPA: Keith Jones, CPA: Cutting Tax Resolution Time by 75% with @canopysuite.
getcanopy.com
Keith Jones, CPA joins us to discuss how Canopy is the perfect software solution for making his expanding practice run more smoothly.
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RT @WoodardCompany: Tech is reshaping accounting like never before! . Embrace automation, boost collaboration, and stay ahead in the modern….
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We want to see you ALL there!.
Thank you to @canopysuite, a Partner Plus sponsor, for supporting this year’s conference. Their commitment to simplifying firm operations makes them a trusted solution for accounting professionals.
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Day ✌🏼 at @AICPAconfs and we're loving it!. It's been a pleasure connecting with new and familiar faces. Haven't stopped by? Visit us and build your own mini fig! 🧱. Made one? Send us a photo! 🤳🏽
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Propaganda we’re NOT falling for and you shouldn’t either!. •Outdated softwareHosting softwares 👨🏻💻. •”But it doesn’t integrate with my tax software” 💬. •Hourly billing ⌛️. •Waiting until next tax year to implement Canopy (or Practice Management) 🗂️.
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