Practice Management Software for Accountants

Canopy is a cloud-based practice management suite that centralizes and optimizes the way accountants manage both internal and client-facing processes and communications.

Schedule a demo of Canopy today.


Accounting Practice Management Software

With a robust platform available on desktop and mobile devices, you will never be out of touch with your team or clients. Canopy is a cloud-based practice management solution that allows you to stay connected to your firm at the office, on-the-go, or after hours at home.

Welcome to Canopy

Streamline your firm with Canopy

  • Client Management

    Streamline your client interactions. View all contacts, info, notes, and to-do's in one place. Sync email, sort client info, send automated reminders and more.

  • Document Management

    Stop wasting time and energy trying to wrangle document sprawl. Team members and clients can easily upload and share files, with the ability to fix and edit files, rotate and annotate.

  • Workflow

    Instantly know what each team member is working on at a glance. Create, assign, and track tasks, track time, and have a dashboard with firm-wide visibility.

  • Time & Billing

    Finally. An answer to "Where did the time (& billing & payments) go? Time tracking, billing, payments, and an industry leading Quickbooks Online integration.

  • Tax Resolution

    Death, taxes, and client with tax problems: we can help you with at least one of these unavoidables with Canopy's tax resolution and notices features.

  • Client Portal App

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

    • testimonial thumbnail4
    • testimonial thumbnail2
    • testimonial 3
    • testimonial thumbnail1
    • "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.