All-In-One Practice Management Software

Manage your clients, team and workflows in a single place with Canopy, the all-in-one practice management solution for accountants.

Unclunk your firm. Canopy's firm-wide operating system manages your entire practice and customer experience.
Eliminate workflow issues. Efficiency is your firm's new middle name with accounting-specific automations, customizable task templates, and complete visibility.s
Get what you need faster & more easily. Clients actually enjoy using Canopy's client portal, so getting organized documents from satisfied clients has never been easier.

What Canopy Has To Offer

CRM

Display what matters most to you on the contact list with custom fields and saved group filters. See the most relevant contact groups at any given time.
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.
Project Management

When you and your team are working hard on important casework, the last thing you need is disorganization. Hit the ground running every morning with minimal disruption.
Billing & Payments

Track time spent on work, bill clients, and receive payments all through one integrated solution. Get paid faster and take the stress out billing.
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.
Client Portal

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.