Choose the right solution for your practice management.
Canopy—as a company and a product—is centered around clients. After all, work starts and stops with clients—not tasks, not documents. Clients. Built on a robust client management system, Canopy helps firms like yours to deliver seamless experiences to clients.
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AI Generative Emails |
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Robust Client Interaction Base Software |
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Native Document Management |
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eSignatures & Document Interaction |
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Invoicing & Payments |
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Firm Project & Work Management |
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Client Portal |
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Firm Wide Insights |
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Client Tasks, Organizers & Reminders |
Limited |
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Email Integration |
Limited |
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Powerful Workflow Automation |
Limited |
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Client Tasks |
Limited |
AI Generative Emails
Robust Client Interaction Base Software
Native Document Management
eSignatures & Document Interaction
Invoicing & Payments
Firm Project & Work Management
Client Portal
Firm Wide Insights
Client Tasks, Organizers & Reminders
Email Integration
Powerful Workflow Automation
Client Tasks
4.6 stars on G2.com
You do so much with files and documents: storing, organizing, annotating and otherwise interacting with them all the time. Canopy believes that documents are so integral to your firm that a solution which requires a third-party integration or membership to perform day-to-day document-related functions creates friction for you and your clients. Skip the third parties (and spend less) by centralizing files with our document management system.
It's Natively Built
With Canopy, you can rest assured that your all-in-one solution is under one roof rather than a duct-taped patchwork of solutions that only kind of work together– no integrations masquerading as solutions.
Integrates with QuickBooks
Nobody integrates with Quickbooks Online like we do. Canopy helps you manage the health of your practice (clients, documents, engagements, time, and payments). Quickbooks Online helps you manage the health of your finances. Save time on reconciliation. Sync classes, categories, locations, and service items.
Built-In Billing
Combine our robust QBO integration with our Time & Billing tool and you’ll never have felt more productive! Directly within Canopy, you can track time, set hourly and non-hourly rates and services, build invoices and send them through the Client Portal, accept payments (CC & ACH), gain reporting insights for productivity and outstanding invoices, and more.
Your revenue hinges on client experience. Canopy’s client portal is customizable to your firm, easy to access via the web and a mobile app, and is the nerve center for all client interactions, whether it’s document uploads and esignatures, client requests and organizers, or invoices and payments.
Based on 800+ reviews
4.6 stars on G2.com
4.5 stars on Capterra
4.5 stars on GetApp
