Canopy is an all-in-one practice management software that helps accountants and tax professionals seamlessly manage their practice, workflow, and clients. Stay organized with tasks, trackable engagements, customized workflows, and client and prospect segmentation. Securely and effortlessly gather client documents and information through a dynamic client portal, and schedule automated follow-up to gently remind clients of outstanding requests. Canopy makes taxing work simple. Try it free at canopytax.com.