One Platform for Everything (now with Canopy Coworker, our Everywhere AI)
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—the practice management solution helping you build an autonomous firm—have eliminated countless numbers of software, reclaimed hours of lost (or wasted) time every week, improved processes, and made better business decisions. Don't get left behind!
Upsmart Your Firm
Our all-in-one system manages your practice and customer experience (and then some), with insights into how to optimize your firm.
Proposal to Payment
From getting work to getting paid. You're not a bank, nor should you have to be. Use Canopy Engagements and 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
