CRM FOR ACCOUNTANTS
Client Relationship Management
The evolution of client management: Rolodex. Address book. Email. Spreadsheet. CRM software.
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All-in-one client profiles with every doc, email, invoice, and task in one place
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Fully integrated with proposals, billing, workflows, transcripts, and intake—so data flows, not friction
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Bulk updates & filters that make managing hundreds of clients feel effortless
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Complete activity timeline so anyone on your team can jump in with context and confidence
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Canopy Coworker automates data syncs, summarizes communication threads, and triggers bulk actions to eliminate administrative friction
“I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application. They are always making improvements to their software, including AI features. They provide simple to use solutions for CRM, communication, client portal, workflow management, and billing.”Danny N., Founding Partner
This is no cookie-cutter CRM. It’s built for accountants.
All the client relationship features and functions you need (in one place).
Create Meaningful Relationships
Whether it’s between you and your clients or client to client, we know relationships are the core of your business. So we built our CRM with your client structure and groups in mind. You can group contacts, individuals, and companies however you see fit.
Secure, Accessible Communications
Whether initiated by you or your client, rest easy knowing that these interactions are easily found by anyone in the firm (with access and permissions, of course) directly from a client’s profile, either in email or the client portal.
More Efficient Client Management
You serve a large set of clients. Contrary to their belief, they’re not entirely unique. Whether it’s a similar service, industry, or personality, you can filter accordingly and multiply your efforts with bulk actions.
ALL YOUR DATA IN ONE PLACE
Lists and Dashboards
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Relate your data and access it easily via a client list, contact list, and client group list
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Tag, sort, filter, save, customize, and segment your client data
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Access pre-built, highly visual dashboards for all of your client data
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Create scheduled reports and alerts to help you keep track of data highs and lows
WORK SMART, NOT HARD (OR BOTH)
A CRM That Truly Streamlines Work
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Use templates for emails and client requests so that every client gets uniform communications
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Easily create various client types and use client record templates to help eliminate admin busy work when creating new clients
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Build Engagement templates so anyone can build a professional, accurate proposal that will automate assignments and task creation
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Use AI to help write ad-hoc or repeat emails
“I purchased Canopy a little over 2 years ago. It was an expensive endeavor but I needed a CRM, task manager, secure file sharing, signature capability for tax return, etc. I had a large “needs” list. Canopy checked all the boxes and since then, has continued to improve upon the features – the task manager has become more robust, the engagement agreements are top-notch, and I’m sure I’m missing some highlights. I would purchase Canopy again and again.”
“Canopy was just a better overall solution and saved us money not needing more than one software for document storage / file sharing and a CRM.”
Client Relationship Management (CRM)
The client management foundation for all of your practice management.
Client, Contact, and Group Lists
Structure and relate your client data in a flexible and organized manner. Store as many contacts as you’d like and relate them to one or many clients. From there, group clients to indicate relationships and make for easy group billing. Each list is filterable and sortable with any data point or combination of data points—including custom fields.
Data can be viewed in list format (contact, client, or client group), or directly on a client record.
Client Records
The foundation of Canopy is built around clients because we understand that they’re also the foundation of your business and workday. The Client Record is an easy place to collaborate—leave notes, access emails from the client (no worries if you weren’t CC’ed), check files, see projects & tasks, send invoices, etc.
Client Communications
No more siloed emails. No more delayed work because a client or colleague forgot to hit “reply all.” All communications between clients and members of your firm will be saved to their record, giving you a holistic view of any communications with that customer
Bulk Actions
Filter your client list to narrow to a segment of clients that all need the same work done, whether that’s sending a client request, sending an email, adding a tag, assigning an owner, whatever. The more modules you have paired with Client Management, the more you can do (i.e. create tasks, apply a folder template, etc).
Global Inbox
Manage all of your communication in Canopy. Sync your email to bring emails into Canopy and attach those emails to client records. Share your inboxes for firm-wide email management. Keep all internal communication in context. Comment on emails and mention colleagues.
AI Email Generator
“I love email,” said no one ever. That’s because, besides being a pain to manage, email is a colossal time suck—especially if you want to write them well and avoid any unnecessary back and forth. Canopy’s solution? Let Canopy AI write the email for you. With Canopy AI, you can insert prompts or topics and have a professional email drafted in seconds. Don’t like how it’s phrased? No worries. Simply revise it to be more formal, more casual, more you. Prefer writing the email yourself, but need some corrections? Take care of all grammar and spelling errors with one click.