CANOPY

Build your firm-wide operating system to work as you need it.

What we mean when we call Canopy “all-in-one”.

Build your practice management platform to work as you need it

If it has to do with accounting, practice management, or Canopy, it's here.

All-in-one practice management that unlocks the firm you've always wanted.

Doing the same amount of work you have today, with the talent you have, but in less time, with less stress, and while creating better client experiences might sound like a joke to you, but it’s no laughing matter to us.

Clients today expect a smooth, digital, and professional experience. So give it to them!

Going paperless helps the environment and your sanity. It's more secure and more sustainable.

Great workflows allow you to be smooth and chaos-free. We always say, if it's not flowing, it's not working.

“Time is money” they say. So keep better track of both: track time, send invoices, & collect payments-all flexibly.

Outline and deliver expectations to clients and prospects in a way that's both time-saving and professional.

Dive deeper into your data with a tool that saves time and includes (the thing nobody can stop talking about) AI.

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love that it’s continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.”

Erica S./Payroll Manager

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

Michael B./Monotelo Advisors Financial Services

“Canopy is our new best friend. From a customer experience perspective, this is one of the best in class products. Canopy has a very modern interface and came in at a fraction of the price of the software I was already using at a national firm.”

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

Licia V./Canopy Customer

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the pandemic hit. 3+ years later, I can’t imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.”

Sandeep B./Canopy Customer

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Join industry leaders John Mitchell and Darren Root in this exclusive video series as they discuss the evolution of accounting firm management. Browse topics like Change Management, Data & AI, and the power of CRM all in one place and start improving your firm.

Practice management software should bring together all of your practice’s mission-critical functions in one place. Our suite—like your tax, accountancy, or bookkeeping  firm—is built around your clients, with Client Management as the foundation. From there, Canopy lets you pick and choose from our other modules, depending on what works best for you and your firm.

Canopy does, along with any other future-forward technology that makes accountants' jobs (and lives) easier. See how AI and Canopy can help you create the firm of your dreams.