See Canopy’s All-in-One Practice Management for Yourself
10+
Software consolidated per firm
30M+
Files securely uploaded & stored
250k+
Invoices created every month
15k+
Practitioners trusting Canopy
Discover how your firm could run with Canopy
Canopy is the All-in-One Practice Management Solution for Accounting Firms
Manage your clients, team & workflows in one place with Canopy, the all-in-one practice management solution for accounting firms.
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
We use Canopy to create and manage internal tasks outside of standard engagements. Specific follow-ups, customer requests, internal research tasks, and other “to-do” items can be quickly established, assigned, and tracked to completion with straight-forward steps. Staff can readily pull up their task lists, update them based on progress made, and request assistance or review.