It's Time for All-in-One Practice Management
Upsmart Your Accounting Firm
Firms using Canopy eliminate an average of 10+ softwares per firm, reclaim hours of lost time every week, and make better business decisions. Don’t get left behind.
Software consolidated per firm
Files securely uploaded & stored
Invoices created every month
Practitioners trusting Canopy
What it Means to Go All-in-One
Canopy's Practice Management Suite
Canopy's product lineup for a modern, seamless, and efficient accounting firm.
CRM
Branded, secure client portal. Complete client records. AI client intake, email, global inbox, bulk actions, and more!
Document Management
Move your documents to the cloud and access them anywhere.
Workflow
Improve processes (and your firm). Pre-made templates and automations save time and improve client work.
Time & Billing
Track time, send invoices, & collect payments with complete flexibility.
Engagements & Proposals
Quick, professional templates outline work and deliver expectations to clients and prospects.
Insights
Make better decisions. Get all your data (and some you never knew you needed) in one place.
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
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!