Audience

Accountants, accounting firms, tax professionals

About Canopy

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.

By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.

Key capabilities include:

Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.

Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.

Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.

Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.

Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.

Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.

Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.

Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.

Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.

Pricing

Starting Price:
$50.00/month
Pricing Details:
Starting price $89.00/month for unlimited users
Free Version:
Free Version available.
Free Trial:
Free Trial available.
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Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 5.0 / 5
support 4.0 / 5
More Reviews for Canopy Write a Review

Company Information

Canopy
Founded: 2013
United States
www.getcanopy.com

Videos and Screen Captures

Play Video e-signature Organize your team Payment Tracking Canopy Screenshot 4 Secure File exchange Canopy Screenshot 6

Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Live Online
Support
24/7 Live Support
Online

Canopy Frequently Asked Questions

Q: What is Canopy practice management software for accounting firms?
Canopy practice management software helps accounting firms manage clients, documents, workflow, billing, and communication in one platform. Canopy combines CRM, document management, client portal, and task automation to reduce manual administrative work. Accounting firms use Canopy to centralize firm operations and improve client collaboration.
Q: How does AI help accounting firms using Canopy practice management software?
Canopy uses AI-powered automation to reduce repetitive administrative work in accounting firms. AI features in Canopy help classify documents, automate communication, assist with client intake, and streamline internal workflows. The goal of Canopy AI is to help accountants spend less time on manual tasks and more time on advisory work.
Q: How does Canopy compare to other accounting practice management software like Karbon or TaxDome?
Canopy differentiates itself as an all-in-one accounting practice management platform that combines workflow, CRM, document management, client portal, billing, and communication in one system. Many alternatives require multiple tools or integrations to achieve the same functionality. Firms choose Canopy when they want fewer disconnected apps and a more unified operational platform.
Q: What makes Canopy an all-in-one practice management solution for accounting firms?
Canopy combines core firm operations into a single cloud-based platform. Canopy includes client management, document storage, secure client portal, workflow automation, billing, and email communication. This integrated structure helps accounting firms manage work, clients, and revenue without switching between multiple systems.
Q: Can Canopy scale as an accounting firm grows?
Yes. Canopy practice management software is designed for accounting firms ranging from solo practitioners to firms with more than 100 employees. The platform supports team collaboration, workflow standardization, and firm-wide visibility as firms add staff and clients. Many firms adopt Canopy early and continue using the platform as their operations expand.
Q: Does Canopy include AI-powered automation for accounting workflows?
Yes. Canopy includes AI-driven features that automate tasks such as document classification, communication workflows, and client intake processes. These AI capabilities help accounting firms reduce manual work and improve operational efficiency. Firms use Canopy automation to scale processes without increasing administrative workload.
Q: Why do accounting firms choose Canopy as their practice management platform?
Accounting firms choose Canopy because it combines client experience tools, workflow management, and operational automation in one platform. Canopy helps firms centralize firm data, automate routine tasks, and improve collaboration between staff and clients. The platform is built to support modern accounting firms that want a scalable, technology-driven practice management system.
Q: What integrations does Canopy practice management software support?
Canopy practice management software integrates with key accounting and business tools used by modern firms. Integrations include QuickBooks Online, email platforms, and other tools that support document management, communication, and workflow automation. These integrations help accounting firms connect Canopy with their existing technology stack and reduce manual data transfer.
Q: How long does onboarding take when implementing Canopy practice management software?
Most accounting firms can begin using Canopy practice management software within a few weeks. The onboarding process includes data migration, workflow setup, and training for firm staff. Canopy also provides onboarding support and customer success resources to help firms adopt the platform quickly.
Q: How does Canopy protect client data and ensure security compliance?
Canopy practice management software uses secure cloud infrastructure, encrypted data storage, and controlled user permissions to protect sensitive client information. The platform includes secure client portal access, document protection, and audit-ready activity tracking. These security controls help accounting firms manage confidential financial data while maintaining compliance and client trust.
Q: What kinds of users and organization types does Canopy work with?
Canopy works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Canopy support in their product?
Canopy supports these languages: English.
Q: What kind of support options does Canopy offer?
Canopy offers support via 24/7 live support and online.
Q: What other applications or services does Canopy integrate with?
Canopy integrates with: Axis LMS, Calendly, Microsoft Excel, Gmail, Google Contacts, Google Forms, Google Sheets, Knolli, Mailchimp, Nekton.ai, QuickBooks Accountants, Salesforce, Shift, Slack, and Xero.
Q: Does Canopy have a mobile app?
Yes, Canopy has a mobile app for iPhone, Android, and iPad.
Q: What type of training does Canopy provide?
Canopy provides training in the form of live online.
Q: Does Canopy offer a free trial?
Yes, Canopy offers a free trial.
Q: How much does Canopy cost?
Pricing for Canopy starts at $50.00/month.

Canopy Product Features

Accounting

Canopy is award-winning, all-in-one accounting practice management software engineered to help CPA, bookkeeping, and accounting firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document storage, workflow automation, time and billing, proposals, and engagements into one modern, cloud-native platform with one login. At the center is Canopy Coworker, Canopy’s everywhere AI, which simplifies accounting workflows, drafts client communications, and extracts insights across your practice to reduce daily administrative load. Learn more at getcanopy.com.

Billing & Invoicing Supported
CPA Firms Supported
Nonprofits Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported
Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Cash Management Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Payroll Management Not Supported

Accounting Practice Management

Canopy is award-winning, all-in-one accounting practice management software designed to help accountants build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document management, workflow automation, time and billing, engagements, and proposals into one modern, cloud-native platform under one login. At the center of the platform is Canopy Coworker, an everywhere AI built specifically for accounting workflows that drafts client communications, summarizes complex documents, and automates administrative tasks. By bringing every core practice function together into a single platform, Canopy gives CPA, tax, and bookkeeping firms the complete visibility and structure needed to scale, increase capacity, and focus on high-value client work. Learn more at getcanopy.com.

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

Tax Practice Management

Canopy is award-winning, all-in-one tax practice management software engineered to help tax professionals, CPAs, and accounting practices build an autonomous firm. Built to eliminate busy season bottlenecks and data silos, Canopy unifies client management (CRM), secure document collection, workflow automation, and billing into one modern, cloud-native platform with one login. Tax teams can pull IRS transcripts, track notices, and execute tax resolution workflows natively alongside daily client communications. At the center is Canopy Coworker, Canopy’s everywhere AI, which accelerates complex document summarization and message drafting to automate administrative load across the practice. Learn more at getcanopy.com.

Approval Process Control Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
Tax Forms Supported
Workflow Management Supported
Scenario Planning Not Supported
Tax Filing Not Supported

Trust Accounting

Fee Calculation & Posting Not Supported
Compliance Management Not Supported
Activity Tracking Not Supported
Asset Gain & Loss Reporting Not Supported
Cross Ledger Posting Not Supported
Tax Management Not Supported
Receipt Management Not Supported
Accrual Accounting Not Supported
Check Writing Not Supported
Customer Statements Not Supported

Canopy Verified User Reviews

Write a Review
  • A Canopy User
    Principal Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Features 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 3 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "Solid Client Portal"

    4 out of 5 stars Posted 2022-02-21

    Pros: I really like the client portal functionality and haven’t found another option that’s as useful as Canopy’s.

    Cons: I’ve been unable to get the tax transcript functionality to work whatsoever.

    Overall: Overall Canopy is a solid accounting technology offering that I use with many of my clients for the purposes of file sharing.

    Read More...
  • Ted Z.
    Accounting Officer
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 100 - 499
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Time saver and reliable tax resolution"

    5 out of 5 stars Posted 2021-03-08

    Pros: By just entering the taxpayer's information and clicking the refresh button i am able to pull transcripts through the IRS website at once.

    Cons: I appreciate everything about Canopy and i really count on it on every day basis.

    Overall: To anyone who regularly deals with IRS, Canopy is a time saver and offers great tax utility features for organizing client tax information.

    Read More...
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