Canopy

Canopy is a leading provider of practice management software designed specifically for accounting and tax firms. Their comprehensive suite aims to streamline operations, improve client engagement, and enhance firm profitability. Canopy offers a range of features, including a client portal, document management, workflow automation, time and billing, engagements and proposals, and insights-driven analytics. Their emphasis on a "firm-wide operating system" aims to consolidate various business functions into one platform, eliminating the need for multiple applications and simplifying workflows.

Canopy prides itself on its intuitive design and user-friendly interface, making it accessible for both seasoned professionals and new team members. They also emphasize the importance of ongoing support, providing a dedicated implementation team, a comprehensive knowledge base, and continuous training resources to help firms maximize their use of the software. With a focus on innovation and a commitment to improving the accounting profession, Canopy is shaping the future of practice management.

Canopy offers a hybrid work model, allowing employees to work both in the office and remotely. They also offer a generous work-from-home stipend for fully remote employees.

Canopy offers a comprehensive benefits package that prioritizes employee well-being and work-life balance. Benefits include flexible PTO to encourage recharging, stock options for employees to share in company success, full benefits with competitive pay, dental and vision coverage, parental leave for new parents, and a hybrid in-office/remote model with a generous WFH stipend for fully remote employees. Additionally, Canopy supports employees' professional development through lunch and learns and team budgets for ongoing learning and development.

Canopy is a leading practice management software provider dedicated to empowering accounting and tax firms to unlock their full potential. They offer a comprehensive suite of tools designed to streamline operations, enhance client experiences, and drive firm growth. Canopy's mission is to help firms work smarter, not harder, by providing a centralized platform for client engagement, document management, workflow automation, time & billing, and data-driven insights. Through its intuitive platform and award-winning support, Canopy aims to create a future-focused firm-wide operating system that eliminates inefficiencies and fosters a thriving practice.

Canopy promotes a culture of ownership, winning, doing good, and embracing curiosity and candor. They value employees who are accountable, excel at their craft, act with empathy and integrity, and are committed to finding the truth. They encourage a collaborative and supportive work environment where everyone feels they belong.

Canopy's approach to diversity, equity, and inclusion focuses on creating a culture where everyone feels they truly belong. They emphasize empathy, integrity, and respect in their workplace, ensuring that every employee feels seen, heard, and valued. Their company values – Own, Win, Do Good, and Embrace Curiosity & Candor – guide their efforts to foster an inclusive environment where individuals can thrive and contribute their unique talents.