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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
“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”