Manage Your Firm From Anywhere

Upgrade your firm with cloud-based practice management software.

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Keep Your Team Organized.

The best accounting firms have many things in common but one of the most important characteristics they share is organization. Managing tasks, time, documents, and vital client information is no easy feat but can be done with the right tools.

Stay connected to your firm and effective in your work whether you’re at the office, on-the-go, or putting in some hours at home.  Schedule a demo and you will see our: 

  • CRM
  • Workflow 
  • Document Management 
  • Client portal

Get a Demo
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What Canopy Has To Offer

  • Workflows

    Workflows make you and your team more organized and let you manage urgent tasks needing attention. Increase efficiency on client billing by creating templates for recurring projects. Quickly see assigned tasks and create reminders. 

  • Document Management

    Document management frees your firm from the fax machine, copier, and file cabinet, letting reducing waste, increasing your team’s efficiency, and access to client files.

  • Client Portal

    Canopy’s client portal enables you to manage client communications and utilizes an intuitive eSign process.s. With our Mobile app. our clients will be able to see important requests and notifications.

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    • "Canopy helped us transition to WFH almost seamlessly!”

      Jennifer Mitchell
    • "Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner.

      It makes the process simpler and less painful when dealing with taxes.”

      Northwest Tax Associates
    • "What I love most about Canopy is the ease of use and how quick it is to communicate back and forth with our tax agent. She can easily upload a file that I need to review or sign.”

      Connie S.
    • "Canopy takes the headaches out of client management by offering a way to keep client info organized.”

      Danny N.