UPSMART YOUR ACCOUNTING FIRM

Canopy helps accountants build an autonomous firm

All-in-one practice management software

ACCOUNTING PRACTICE MANAGEMENT

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 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 AI-enhanced modules, depending on what works best for you and your firm. And now with Canopy Coworker, our Everywhere AI, you can automate (see also: offload) busywork and workflows, saving hours of time and headaches and allowing you to focus on accounting and relationships rather than maintenance.

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All-in-one vs. All-over-the-place

App-hopping? Juggling integrations? Got log-in carpal tunnel? STOP IT.

Just One Simple Login

Manage clients, documents, billing, intake, and communication from a single login. No context switching.

Efficiency Rules!

Eliminate data silos and duplicate work with one (simple) connected workflow across your entire team.

Simplify For The Better

Gain speed, visibility, and control with a platform built for how modern accounting firms actually operate, not how they used to.

EVERYWHERE AI

Meet Canopy Coworker

COMING SOON. Coworker coordinates and executes work across your tasks, workflows, and clients—all securely within Canopy.

Your command, on-demand.

Skip the manual work. Just ask Coworker to handle the execution
Get instant, data-backed answers about team capacity or unbilled time without ever exporting to Excel
Track every “Needs Attention” item and monitor live, multi-step tasks in progress directly within the conversation thread
Describe a complex outcome—like archiving a year’s worth of engagements—and watch it build an executable plan in seconds

LEARN MORE ABOUT CANOPY COWORKER

10+

Software consolidated per firm

250k+

Invoices created in Canopy every month

15k+

Practitioners trusting Canopy

6M+

Files securely uploaded & stored in Canopy

Accounting practice management software built for every firm size.

Solo practitioner? Multi-location firm? Somewhere in between? Canopy scales with you.

Small Firms

Canopy gives accountants who wear all the hats the tools to run cleaner, faster, and more profitably—right from Day One. Because small teams shouldn’t mean small results.

Mid-Size Firms

Canopy gives growing firms the same powerful tools as the big players, minus the pricey IT overhead and complexity. Because more clients shouldn’t mean more chaos, right?

Large Firms

Canopy gives you one unified platform that evolves with your firm, adapts to your workflows, and puts firm-wide performance at your fingertips. You want to run a modern firm, not a software museum.

4.6 stars on G2.com

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

What do we mean by “autonomous firm”?

Certainly not the cinematic, dystopian, humanity-dragging version where the AI tells you, “I’m afraid I can’t do that, Dave.” No, our autonomous firm is about what it can do. And it isn’t about replacing your team; it’s about giving them back the time and headspace to do the work that actually grows your business.

Autonomous firm means your team stops chasing and starts leading. Canopy’s Everywhere AI takes care of the busywork—automating repetitive tasks, monitoring firm activity, giving each employee their own agent sidekick—so everyone can focus on the most important stuff.

Transform Your Firm

One vs. Many

Why all-in-one and Everywhere AI matter

Fragmented tools

Franken-stack solutions scatter your team & your work

Data siloed across 10+ systems–hard to find & impossible to track
Team switches contexts constantly
AI tools can’t see the full picture and could put sensitive data at risk
Client communication scattered across email, portals, and apps
Billing, workflow, and documents managed separately
Every automation is a custom integration

Canopy: all-in-one

Everything your team needs in one place

One system of record for every client and every task
Entire team works from a single platform
Canopy Coworker operates on full firm context and ensures security with firm/client data
All client communication managed in one place
Billing, workflow, and documents natively connected
Automation built in–no integrations required

“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.”

Austin M. / Principal

“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

“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. 5+ 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.”

Jessie B. / President

Ready to get started?

Your future self will thank you.

Frequently Asked Questions

Can't find the answer you are looking for? Reach out to our support team.

What is Canopy, and what does it do for accounting firms?

Canopy is a cloud-native, all-in-one practice management platform built for U.S. accounting, CPA, tax, and bookkeeping firms. Canopy is top rated in G2 for Accounting Practice Management and Tax Practice Management Software. It replaces the disconnected stack of tools most firms rely on — separate apps for documents, billing, workflow, and client communication — with one platform and one login. When everything runs through Canopy, client data flows automatically between modules, so your team stops re-entering information and starts doing the work clients actually pay for.

What does "all-in-one" actually mean in Canopy?

All-in-one means every core function of your firm lives in a single system – not a bundle of integrations pretending to be one. Canopy includes workflow automation, CRM, client portal, document management, time tracking, billing, proposals, and AI under one login, all sharing the same client record. When a client signs a proposal, tasks populate automatically. When a document uploads, it matches to the right engagement instantly. When time is logged, it flows directly into the invoice. Nothing is manually re-entered or re-routed because it was never disconnected in the first place.

How is Canopy different from Karbon, TaxDome, or other practice management tools?

Canopy is the only practice management platform rated #1 by G2 that consolidates workflow, CRM, client portal, document management, billing, and AI in a single system rather than a loosely connected set of modules and integrations. Platforms like Karbon and TaxDome handle parts of the problem but require additional tools or solutions for comprehensive practice management; Canopy is built to run your entire firm from one place. The result is fewer tools to pay for, fewer places data gets lost, and no more toggling between systems to answer a simple client question.

Compare Canopy vs. Karbon · Compare Canopy vs. TaxDome

What AI and automation does Canopy include?

Canopy’s everywhere AI, including Canopy Coworker and Canopy Notetaker, is embedded throughout the platform – not bolted on as a separate product. It auto-generates client emails, renames and organizes uploaded documents, builds document checklists from prior-year returns, matches IRS notices to the right client record in seconds, and forecasts staffing needs through built-in capacity planning.

Because the AI shares the same client data as the rest of Canopy, it works with your firm’s context, meaning it already knows your clients, your workflows, and your firm. Canopy’s all-in-one approach to AI also keeps data secure within the four walls of your practice management system so data does not leave a secured environment.

To learn more about AI and automation in Canopy, visit this page.

Can Canopy replace the other tools my firm is already using?

For most firms, yes. Canopy is purpose-built to replace standalone tools for client intake, proposals and engagement letters, document collection, workflow tracking, time and billing, client communication, and more – eliminating 12 disconnected tools and apps on average.

If you’re migrating from Thomson Reuters Practice CS, CCH Axcess, or another platform, Canopy’s onboarding team handles the data migration so you’re not starting from scratch during consolidation.

How quickly can my firm get up and running on Canopy?

Most firms are operational in Canopy within days, not months. Canopy provides assisted data migration, live onboarding sessions, and a support team that includes credentialed CPAs and people who understand how your firm actually works. There’s no lengthy implementation project, no dedicated IT resource required, and no rebuilding your workflows from zero. You set up once, and the platform is designed to grow with your firm from there.