Practice management for accounting and tax firms to manage clients. Connect Canopy to AI agents, automate workflows, and scale with confidence.
Start from Canopy’s Watch Clients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Delete a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
Canopy brings 10 ready-made steps for other work, and every run records what went in and what came back.
Canopy workflow on the canvas: Watch Clients then Delete a Client
Everything you need to know about connecting Canopy to your workflows.
