Canopy is infinitely customizable accounting practice management software, built to grow with your firm. Compare Canopy against other practice management alternatives below:
Wouldn't you rather pay less for something that will handle your firm's growth? Modern problems demand the robust and secure system Canopy provides.
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Modern systems require updates that keep security tight and productivity high. With Canopy's cloud-based systems, our solutions will stay current with your firm's needs.
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Canopy's foundation is client management, so we’re better positioned to provide the best practice management tools. Work starts with clients, not tasks or workflows.
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Skip the third party apps (& spend less) by centralizing files with Canopy’s document management system. Reduce your daily friction for any document-related functions with Canopy.
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We research and seek customer validation in the features we release, so you can expect the best. Best product. Best support. Best functionality.
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When it comes to growing and maintaining efficiency in your firm, you need a reliable solution. Whether using Canopy as a replacement for ImagineTime or all of Mango Practice Management, Canopy will prove the winner.
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Experience the future of practice management with a cloud-native system. Unlock a robust feature set, enjoy award-winning support (included), transparent pricing and packaging, and more. Elevate and modernize your firm today.
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Don’t be left to fend for yourself with server errors or reliability issues. Confidently rely on Canopy for smooth practice management—plus award-winning support for your journey.
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Don’t settle for a one-trick pony when it comes to your practice management needs. Canopy helps you do more than just track your workflow like managing and collecting documents, invoices, eSignatures, payments, and more!
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Skip the integration. Get proposals and engagements in the same place as your practice management software. With the highest rated client portal app in the industry, your prospects will become customers for life.
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Enjoy a more fully-baked practice management solution with Canopy that allows you to store documents, manage billing, create one-off tasks, process payments, and more without the need to integrate with other software to deliver functionality.
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Consolidate softwares—spend less, increase data efficiency, automate actions, and spend less time jumping around. With Engagements + Practice Management, Canopy can help you consolidate 2, 3, or even 6 softwares into one.
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Avoid falling for the allure of a flashy new software that only addresses a handful of problems in your firm. Instead, enhance your efficiency by leveraging Canopy's firm-wide operating system.
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Your firm manages more than just documents. Reduce your tech stack by combining all of your practice management needs (think workflow, time & billing, reporting) under one roof—including document management.
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Don’t force a round peg in a square hole. Instead, just start with Canopy’s Client Engagement, the CRM built for accountants. And guess what? We have native built practice management solutions, so no need for integrations.
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Get a system that will work for you from day 1, not one that you need to tweak to fit your needs. Canopy’s Client Engagement if the best CRM for accountants.
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What does it mean to have a CRM built for CPAs? A singular client portal. Natively built document management, time & billing, and workflow capabilities. Accounting specific implementation and support.
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Canopy will match your pace and meet your firm's specific needs. Create a space where your firm can flourish while improving client relationships with Canopy.
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices.
And it’s all included in our monthly pricing. No surprise support fees from us!
