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What is Canopy?

Harness the power of artificial intelligence for swift and accurate data extraction in the realm of cyber incident response. Canopy's software solutions are meticulously crafted to reveal personally identifiable information (PII) and protected health information (PHI) concealed within various datasets. By utilizing our AI-driven processing, data mining can be performed at unprecedented speeds while boosting the reliability of your assessments. Whether you're dealing with personal storage tapes, shared files, or server environments, our machine-learning algorithms excel at identifying sensitive information. They have successfully recognized billions of PII elements without the need for traditional regular expressions or keyword searches, continuously evolving with each completed project. Should your priority be responding to a security incident or taking proactive measures against potential threats, Canopy's cutting-edge cybersecurity and data privacy offerings are prepared to support you. By ensuring compliance with regulatory and ethical standards, you can facilitate timely notifications in the event of a data breach through efficient data mining, comprehensive PII evaluations, and streamlined processes for consolidating entities. This method not only strengthens your incident response capabilities but also enhances the robustness of your overall data protection strategy, ultimately contributing to a safer digital environment. Embrace Canopy's solutions to stay ahead in an ever-evolving cybersecurity landscape.

What is Canopy?

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

Integrations Supported

Amazon Web Services (AWS)
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Canopy

Date Founded

2018

Company Location

United States

Company Website

www.canopyco.io

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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