Choose the right solution for your practice management.
Of course, winning software means having specific features. But just having a list of features doesn't matter if they don’t work when you need them to or, worse, cost you more time. (FWIW: we agree with you that it's odd to tout a feature actually, y'know, working like it's supposed to, but here we are). At Canopy we believe in building easily accessible and reliable tools to run your firm the way you want. We’re continually improving existing functionality and developing more features to delight our customers and their clients.
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Transparent and reliable uptime (99.95%) |
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Award-winning support & implementation |
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Highly-rated practitioner app |
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Frequent upgrades & bug fixes |
Limited |
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Canopy AI |
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Workflow automations |
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Client portal app |
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Mobile document scan then upload |
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eSignatures |
Transparent and reliable uptime (99.95%)
Award-winning support & implementation
Highly-rated practitioner app
Frequent upgrades & bug fixes
Canopy AI
Workflow automations
Client portal app
Mobile document scan then upload
eSignatures
4.5 stars on Capterra
We make sure to support our customers in every way possible—phone, chat, email, video—you name it. Canopy customers get award-winning customer service. Need answers outside of business hours? We've got you covered with on-demand training via step-by-step articles, training videos, onboarding courses, and best practices.
And it’s all included in our monthly pricing. No surprise support fees from us!
Process Payments Reliably
Canopy customers get a simple signup process, a secure client portal for payment collection, surcharging (passing credit card fees on to clients), reports, and more–all at competitively low rates. And your clients get the flexibility and convenience of paying from anywhere, with a credit card or ACH payment via our popular client app.
Simplify Your Work
With time tracking, payments, and workflow all in one place, suddenly you’re clicking less and getting more done in less time. Practice Management has never been so easy. Use custom fields and tags to sort, filter, and segment your clients. It doesn’t have to be complicated, right?
Grow Your Firm
If you're going to go to the big effort to switch to new practice management software, then obviously you want to ensure your investment is worth it and will scale with you. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing (and growing with) Canopy.
Save time and money by utilizing Canopy’s full suite of products (or a combination of modules). You'll experience efficiency gains from automations and less context switching, while also consuming valuable cross-module data like comparing time entries and tasks performed to better understand profitability. Canopy replaces a mess of other software, combining client management, document management, time & billing, workflow, client portals, eSignatures, and more into one secure, easy-to-access tool.
Imagine being able to quickly search contacts, manage files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Now imagine your clients viewing requests, scanning and uploading documents, viewing and paying their invoices from anywhere using their phone. Canopy makes it a reality (which is why we used the dramatic "Behold!" above. Because it's a big deal, man!)
