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Practice Management Suite

Build your practice management platform to work as you need it.

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Client Management Make the most of your client relationships.
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Document Management Stop wasting time and energy wrangling document sprawl.
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Workflow Focus your time on the right things.
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Time & Billing Manage & track them both with Canopy.
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Client Portal Because clients need a one-stop-shop too.
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Payments Getting paid should not be difficult. Period.
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Insights Keep a finger on the pulse of your firm.
Compliance Solutions

Follow a process for when your tax clients don't follow theirs.

Transcripts & Notices Get all of the data with none of the hassle.
Tax Resolution Tax issues are messy. Your process to solve them doesn't have to be.
Practice Management Suite

Build your practice management platform to work as you need it

person-checkmark
Client Management Make the most of your client relationships.
Content Hub

If it has to do with accounting, practice management, or Canopy, it's here.

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Blog News, product updates, and key insights into the accounting industry.
CPE Earn free CPE and CE credits with self-study video courses.
Ebooks In-depth research that takes you into the inner workings of accounting.
Webinars On-demand, industry expert-led webinars.
Why Canopy?

All-in-one practice management that unlocks the firm you've always wanted.

Overview Unclunk the firm you have. Unlock the firm you’ve always wanted.
Case Studies See how Canopy helps firms.
Implementation Canopy helps you get started (and to ROI) quickly.
Compare See how Canopy stacks up to the competition.
Company Info Who we are, what matters to us, plus some awards we've won.
Careers We're hiring! Check out our open positions.
Press Room The latest Canopy news.
Contact Us Email, call, or snail mail us here.
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      Client Management
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      Time & Billing
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EXPLORE TOPICS & RESOURCE TYPES
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CONTENT HUB >

Michelle Lundberg

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Product Updates
Product Feedback: We Want To Hear From You! 

What's New: Canopy values and actively seeks out product feedback. Because it’s so important to us, we recently decided to overhaul how it works so it’s easier for Canopy users to...

2 min read LEARN MORE
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Product Updates
Add Profile Pictures To Your Internal Team Within Canopy

What's New: Say goodbye to faceless interactions within Canopy’s platform! Now, your internal team members have the option to add a profile picture to their account.

1 min read LEARN MORE
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Product Updates
QBO bidirectional contact syncing helps reduce double entry

What's new: Canopy now offers bidirectional contact syncing with Quickbooks Online (QBO) through our robust QBO integration. 

1 min read LEARN MORE
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Product Updates
Contact Syncing With Quickbooks Integration

What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy. 

1 min read LEARN MORE
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Product Updates
Compare Transcript Versions Easily Through Canopy

Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...

1 min read LEARN MORE

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