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10+
Software consolidated per firm
30M+
Files securely uploaded & stored
250k+
Invoices created every month
15k+
Practitioners trusting Canopy
“Honestly, it's hard to pick just one favorite feature. Everything about Canopy has made our lives easier.”
Canopy is The All-in-One Practice Management Solution for Accounting Firms
See What It Means To Go All In On All-in-One
Canopy brings your firm’s most important tools into one powerful, all-in-one platform, combining client management, document management, workflows, and reporting built specifically for accountants. With a secure client portal and AI-powered features like smart intake and automated workflows, Canopy helps your team save time, eliminate repetitive work, and run a smoother, more profitable firm.
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Complete firm-wide visibility
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Workflow, templates, and automations
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Custom reports and dashboards
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Branded, easy-to-use client portal
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Best-in-class CRM
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Do it all, from proposals to payments
4.6 stars on G2.com
[Canopy’s] complete practice management system helped us eliminate a multitude of apps and enabled me to sleep at night, knowing that in all phases of our practice – accurate client data, workflow, scheduling, billing, due date monitoring—Canopy handles it all.