As accounting and tax firms grow, so does the need for smarter, more adaptable practice management. You need a platform that adapts to your workflow, not the other way around.
Canopy was built for tax and accounting professionals. From automated workflows to client engagement tools and integrated time and billing, it brings everything together in one intuitive system. And with Canopy’s practice management pricing, you only pay for what you need.
Built for Tax Pros: Canopy's Foundation Sets It Apart
When tax resolution is a core part of your firm’s services, you need tools that go beyond generic practice management. Canopy was purpose-built to support tax professionals with features that streamline complex processes and enhance efficiency, including:
- Automated IRS Transcript Retrieval: Canopy integrates directly with the IRS, allowing you to automate transcript pulls and easily compare versions to identify recent changes and potential notices.
- Simplified Notice Response: Canopy’s pre-built templates and step-by-step guidance simplify responses to IRS notices, reducing the time and effort required to address client issues.
- Client Organizers and Surveys: Gathering client information is streamlined through customizable organizers and surveys, ensuring you have all the necessary data to proceed with tax resolution cases efficiently.
These specialized tools are integrated into Canopy’s platform, providing a seamless experience tailored to the needs of tax professionals.
Modular Pricing That Grows with You
Every accounting firm is unique, and your software should reflect that. Canopy's modular pricing model empowers you to build a solution that fits your firm's specific needs, without paying for unnecessary features.
While many platforms lock you into rigid bundles, Canopy lets you build a custom solution. Start with the core Client Engagement Platform, then add modules like Document Management, Workflow, or Time & Billing as your firm evolves. This flexibility ensures you invest only in the tools you need when you need them.
This transparent pricing structure allows you to scale confidently, aligning your software investment with your firm’s growth trajectory. With Canopy software pricing designed to support adaptability and Canopy tax pricing built for specialists, firms get the control and clarity they need—without compromises.
End-to-End Practice Management: Everything You Need, Seamlessly Connected
Canopy offers a comprehensive suite of integrated tools designed to streamline every aspect of your accounting practice. By consolidating essential functions into one platform, Canopy eliminates the need for multiple disparate systems, enhancing efficiency and reducing complexity.
- Client Engagement: Facilitate seamless client interactions through a secure portal, automated reminders, and integrated communication tools.
- Document Management: Securely store, organize, and access client documents with ease. Send forms, collect eSignatures, and much more.
- Workflow: Automate task assignments, set deadlines, and track progress to ensure projects stay on schedule.
- Time & Billing: Accurately track billable hours and manage invoicing within the same platform for transparency and efficiency. Manage and track project hours, manage expenses, and more.
- Engagements & Proposals: Create professional, customizable engagement letters and proposals that clients can review and sign electronically.
- Insights: Gain valuable insights into your firm’s performance with real-time analytics and reporting tools. Discover where you’re most profitable, where improvements are needed, and more.
By integrating these features into a single, user-friendly platform, Canopy empowers accounting firms to operate more effectively, enhance client satisfaction, and scale their services with confidence.
Award-Winning Support that Sets the Standard
Choosing Canopy means partnering with a team dedicated to your success from day one. Our in-house support team boasts a 90% customer satisfaction score, ensuring you receive timely and effective assistance whenever needed.
Onboarding is streamlined with personalized implementation plans, including data imports, workspace setup, and comprehensive team training sessions. Additionally, our success coaching provides ongoing guidance to help your firm maximize the benefits of Canopy's features.
While many platforms offer limited support or struggle with onboarding processes, Canopy stands out by providing a seamless and supportive experience, ensuring your firm is equipped for long-term success.
Canopy in Action
Appletree Business Services found itself hampered by its old software solution. It was cumbersome and relied on the former owner of the business—even though they had moved on.
When Appletree replaced that system with Canopy, it enabled them to scale and become much more efficient. Now their accountants had precisely the tools they needed in an easy-to-use interface. The staff has been liberated from mundane and repetitive tasks, letting them focus on more complex, higher-level work that requires their attention.
See the Difference for Yourself
Canopy isn't just another practice management tool—it's a platform built specifically for tax and accounting professionals. With a tax-focused foundation, modular pricing that scales with your firm, a fully integrated suite of tools, and award-winning support, Canopy delivers a solution that adapts to your needs and grows alongside your business.
If you're evaluating Canopy practice management pricing, you'll find that our transparent, à la carte model ensures you only pay for the features you need, providing both flexibility and value.
You don’t need a one-size-fits-all solution—you need a platform that scales with you.
Book a personalized demo to see how Canopy simplifies practice management for modern accounting teams.
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