Canopy is the fully-integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time & billing, engagements & proposals, reporting and more.

Intuit Enterprise Suite is a configurable, AI-powered suite designed to seamlessly increase productivity and enhance profitability for your growing business, all in one solution. Intuit Enterprise Suite helps grow your business beyond your books. You can level up with financial management, payroll, and HR, payments and bill pay powered by QuickBooks, marketing powered by Mailchimp, project management, and other critical jobs through third-party apps and other integrations. Business leaders get deep performance analysis through 360-degree insights, AI-powered forecasting, tailored reporting, and dashboards with the most relevant information.

CCH Axcess Audit is cloud accounting and audit software that ensures efficient, accurate work. Powerful engagement management (CCH Axcess™ Engagement) and a risk-based methodology streamlines processes (CCH Axcess™ Knowledge Coach), from secure confirmations (CCH Axcess™ Validate) to final reporting, ensuring precision and confidence in every audit.

Meet Zoho Expense – a solution that simplifies expense management for accounting firms. Streamline your clients' expense processes with real-time insights, automatic card reconciliations, and comprehensive dashboards. With Zoho Expense, firms can automate travel and expense (T&E) management, ensuring compliance, managing budgets, and integrating seamlessly with leading accounting software. Gain control over financial advisory services while providing your clients with end-to-end automation from expense creation to reimbursement. Explore deeper cost-saving opportunities through centralized client data and analytics.

It used to be all an accountant needed was a calculator, clients, and work ethic. Now you need tools for client and document management, workflow, payments, time & billing. Preferably all in the same integrated system. From proposal to payment, see how Canopy can help you build the firm of your dreams.

When your firm has year-end, tax-only clients, or those who have a low transaction volume, the work tends to demand manual workflows, increase switching costs, and complicated training needs. Improve your firm's efficiencies and maximize staff capacity.

Designed to provide consolidated reporting and a centralised area to manage tasks and communication, Zoho Practice is a comprehensive, tailored practice management software for accounting firms looking for efficiency, collaboration, and growth.

Automate, streamline, and track the audit documentation process for every engagement and accountant