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G2hih 4.6 stars on G2.com       
Capterra 4.5 stars on Capterra
 

See Canopy Practice Management for yourself.

Unclunk your firm with an end-to-end solution that makes your tech stack, less stack-y. See a customized demonstration of:

  • Canopy's full suite of made-for-accounting modules, reporting tools and automations

  • The game-changing client portal app available on both desktop and mobile devices

  • World class user experience with Canopy's award winning support and implementation teams

 

Change is hard, but it’s worth it. Unlock the firm you always wanted with Canopy.
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We use Canopy to create and manage internal tasks outside of standard engagements. Specific follow-ups, customer requests, internal research tasks, and other “to-do” items can be quickly established, assigned, and tracked to completion with straight-forward steps. Staff can readily pull up their task lists, update them based on progress made, and request assistance or review.

Rodney Schmisseur

They like us. They really really like us.

Based on 800+ reviews across these platforms

G2hih
stars
4.6 stars on G2.com
Capterra
stars
4.5 stars on Capterra
getapp
stars
4.5 stars on GetApp