One Platform. Total Visibility.
10+
Software consolidated per firm
30M+
Files securely uploaded & stored
250k+
Invoices created every month
15k+
Practitioners trusting Canopy
Build the firm you've always wanted
Confidence Your Clients Can Feel
Firms using Canopy eliminate unnecessary software, reclaim hours every week, and operate with the clarity and control they’ve been missing. With fewer systems and more time back in your day, you’ll feel the difference, and so will your clients.
Upsmart Your Firm
Canopy's firm-wide operating system manages your entire practice and customer experience, with insights into how to optimize your firm.
Proposal to Payment
You're not a bank, nor should you have to be. Use Canopy Engagements & Payments to help you stay in the black.
Smart Client Intake
Gather information, evaluate fit, collect payment details, and communicate requirements & processes.
4.6 stars on G2.com
Top to bottom one of the best platforms I've used to date. The interface is friendly, their knowledge base makes every person comfortable finding answers, and the entire support team has a winning attitude. 100% recommend!
Don’t Just Manage Your Firm, Make It Better.
Canopy is The All-in-One Practice Management Solution for Accounting Firms
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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
