at Financial Technnology Year
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Canopy
from Canopy
All-in-one cloud practice management platform for U.S. accounting, CPA, tax and bookkeeping firms, combining CRM, workflow, document management, billing and a client portal.
Category:
Document Management Systems
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
Canopy
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