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