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10+
Software consolidated per firm
30M+
Files securely uploaded & stored
250k+
Invoices created every month
15k+
Practitioners trusting Canopy
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See How Canopy Transforms Firms Like Yours
Canopy is top-rated all-in-one practice management for accounting teams. With Canopy teams consolidate as many as 12 disconnected tools with one platform that has everything your team needs from billing and invoicing to capacity planning and smart workflows to keep your team focused.
Upsmart Your Firm
Our all-in-one system manages your practice and customer experience, with insights into how to optimize your firm.
Proposal to Payment
You're not a bank, nor should you have to be. Use Canopy Engagements & Payments to help you stay in the black.
Smart Client Intake
Gather information, evaluate fit, collect payment details, and communicate requirements & processes.
Top to bottom one of the best platforms I've used to date. The interface is friendly, their knowledge base makes every person comfortable finding answers, and the entire support team has a winning attitude. 100% recommend!
Don’t Just Manage Your Firm, Make It Better.
Canopy is The All-in-One Practice Management Solution for Accounting Firms
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Complete firm-wide visibility
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Workflow, templates, and automations
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Custom reports and dashboards
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Branded, easy-to-use client portal
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Best-in-class CRM
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Do it all, from proposals to payments
