PRACTICE MANAGEMENT FOR AUDIT TEAMS
Canopy for Audit Teams
Connected practice management built for modern audit workflows.
Less Software. More Firm.
Why do audit firms choose Canopy?
Software Tools Consolidated
Star Client Portal
Type II Certified
Built for Audit's Weird, Wonderful Demands
Canopy orchestrates the intake, time tracking, and workflows so your capacity numbers and profitability reports stay accurate
One Platform for Every Department
Give your entire team a single source of truth.
Accurate Capacity
Spread budgeted hours across weeks, not just single due date.
Keep Your Binder
Canopy runs the practice around your binder, without replacing your core workpaper tools.
Before Canopy, I was juggling four different software tools to run my bookkeeping practice. Now my engagement letters and contracts, invoicing, payment collection, and all of my client information live in a single platform. That consolidation alone has saved me time and cut down on the mental overhead of switching between systems
YOUR AUTONOMOUS FIRM STARTS HERE
Everything, All-in-One
Streamline client document intake, eliminate manual file sorting, and unify your firm’s tech stack with an all-in-one platform.
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Clients upload files straight to the request they belong to. Documents land in the right folder automatically — no more digging through ZIP files and inboxes
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Discussion threads live on each request item, so context isn’t lost when staff change mid-engagement
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With shared access across teams, tax and accounting can pull trial balances and schedules the audit team already collected
TIME + BILLING
Own Your Time, Expenses, and Profitability
Canopy gives leaders real-time visibility into workload, time, and economics instead of guesswork.
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Capacity spreads across weeks and splits across co-assignees — never dumped on one due date
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Time and expenses get logged in one grid, with no re-keying into legacy systems
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Budget-vs-actuals updates in real time, not at the post-engagement autopsy
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Profitability gets filtered by industry or cost code, not job title
SWITCH TO CANOPY
Built to Sit Beside Your Existing Work
Canopy runs the practice around your audit binder, so nothing about your methodology has to change.
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CCH, Axcess, and CaseWare stay exactly where they are — Canopy handles PBCs, capacity, time, and billing around them
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Time entry, expenses, and client communication move onto one platform — no more Excel-to-Practice-CS double-keying
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High-value modules like document management, time tracking, and invoicing are all together
Ready to get started?
Frequently Asked Questions
Can't find the answer you are looking for? Reach out to our support team.
No. Canopy is built to sit beside your existing work and runs practice management around your binder.