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The Firm-Wide OS for Accounting Firms 

Manage your clients, insights, tasks, and team in a single place and build the firm of your dreams with Canopy. 

 

WHAT OUR CUSTOMERS LOVE ABOUT US

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

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Unclunk your accounting firm

 

 

 Firms using Canopy eliminate an average of 10+ software per firm, reclaimed hours of lost time every week, improved processes, and made better business decisions. Don't get left behind. 

10+

 
Software consolidated
per firm

6M+

 
Files securely
uploaded & stored

200k+

 
Invoices created
every month

15k+

 
Practitioners trusting Canopy
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BUILD THE FIRM YOU'VE ALWAYS WANTED

Don’t just manage your firm, make it better.

  • Complete firm-wide visibility
  • Workflow, templates, and automations
  • Clear insights, custom reports, and dashboards
  • Branded, easy-to-use client portal
  • Best-in-class client relationships and client work
  • Complete solution, from proposal to payment

They like us. They really really like us.

Based on 1000+ reviews across these platforms

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AccountingPracticeManagement_MomentumLeader_Leader (2)

 

erica-s

Canopy seamlessly integrates functionality for every part of our firm. The price was very reasonable, as it replaced 6 software services we had before. The set up was a breeze, the integration staff at Canopy are so friendly, and the client set up was easy too. Our clients already love the new portal

Barbara K. /G2 Reviewer

Man_7_bw

You get everything all in one. Communications, data management, workflow and billing. All of it flows incredibly well into each other and maximizes efficiency. Everything is streamlined to a T.

Adam R./G2 Reviewer

We do not have to be stuck doing deadline oriented work, 80 hours a week. We can have the firms we all wanted.

Andrew Berg, CEO, Berg Advisors