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Generate interest, access liquidity without selling, and execute trades seamlessly. All in one platform. Geographic restrictions, eligibility, and terms apply.

Generate interest, borrow against your crypto, and trade a range of cryptocurrencies — all in one platform. Geographic restrictions, eligibility, and terms apply.

Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.