Accounting practice management software

Where are you in the evolution of accounting?

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Simplify your practice with a firm-wide operating system

Practice Management software is great. That's why we make it. But in 2024, it's not enough anymore. What your firm really needs? A firm-wide operating system, a modern nerve center for your practice, a central hub that solves for more than just practice management. From proposals to the client portal to payments to useful insights into how your firm is operating, that's exactly what Canopy can be for you and your firm.

Canopy Practice Management Suite

Practice management software should bring together all of your practice’s mission-critical functions in one place. Our suite—like your 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.

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CANOPY PAYMENTS

Get paid faster with Canopy Payments.

Elevate Canopy’s Time and Billing for accountants with Canopy Payments. Quickly and easily collect and process client payments securely through the Client Portal via the web or mobile apps.

Canopy access anywhere

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An app for you.

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An app for your clients.

Try the entire Practice Management Suite for 15 days

 

Compliance Solutions

Because problem-solving accountants sometimes need a little help solving problems. 

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Transcripts & Notices

Pull your client’s complete tax history with automated calculations and comprehensive, easy-to-read reports without disrupting your firm’s workflow.

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Tax Resolution

Find a faster path to resolution for a variety of post-filing cases including Penalty Abatement, Trust Fund Recovery, and Innocent Spouse using smart recommendations and templates.

Case Studies

Berg Advisors // Philadelphia, PA

Efficiency, empathy, and innovation are all pillars of Berg Advisors' business philosophy. How does Canopy help them be even more efficient, innovative, and even empathic? Watch the video.

OGC Associates // Deerfield Beach, FL

See what made the team at OGC Associates say, "Canopy is like the heart of our business. 99.9% of what we do is through Canopy.”

SOC-2 Compliant Security

We're committed to the security of your data. Canopy uses 256-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request. (The picture of the safe over there is just symbolic of our commitment to security. No literal, physical safes are involved in keeping your data secure.)

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