See Why Jason Staats Recommends Canopy
Demo Canopy. Get a $75 Gift Card.
See why Jason Staats recommends Canopy's all-in-one accounting practice management suite with built in AI to take your firm from administrative burnout to scalable revenue.
10+
Software consolidated per firm
30M+
Files securely uploaded & stored
250k+
Invoices created every month
15k+
Practitioners trusting Canopy
Get a $75 Amazon gift card just for your time
"This platform is now using AI to wipe out hours of accounting firm busywork." – Jason Staats
With Canopy’s built-in AI, your firm moves faster. From drafting client emails to automating document organization and task triggers, we handle the manual busywork so you can focus on scaling your firm and delivering high-value advisory. Join thousands of practitioners who trust Canopy to run a smarter, more profitable practice.
Upsmart Your Firm
Canopy's firm-wide operating system manages your entire 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 u0026 Payments to help you stay in the black.
Smart Client Intake
Gather information, evaluate fit, collect payment details, and communicate requirements u0026 processes.
Fair warning: After seeing Canopy, you're going to look at the stanky old system you're using, and you're going to look at it in a different light.
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
