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
Save your firm hours, dollars, headaches, and more 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, now with Canopy Coworker (our Everywhere) AI, to help you build an autonomous firm.
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
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.