Getting paid should not be difficult. Period. Maybe even exclamation mark!

Payments Screenshot 1

Setup/In-app Merchant Onboarding

One of our objectives in everything we do is to make things easier and save accountants time. And that includes getting Payments set up. That’s why we partner with an expert in payment processing. And it’s why we integrated the merchant onboarding process directly into Canopy’s platform so your firm can quickly and easily complete your application inside Canopy.

Automated Payments & Getting Paid

Once you’ve invoiced your clients, it’s time to get paid (insert “raining money” gif here). Whether you need to take payments on a one-time basis or automate them, Canopy can do what works for you.

  • One-time payments
  • Refund payments
  • Partial payments
  • Scheduled payments
  • Recurring payments

Credit Card Payments

Canopy Payments takes all the major credit card types—VISA, MasterCard, American Express (AmEx). Our rates are competitive at 2.75% + $0.30/per transaction for VISA and Mastercard. If you currently accept AmEx, you know they like to be a little different, but that doesn’t deter Canopy Payments. We’ve integrated AMEX directly into our payments plan so you don’t have to create your own separate merchant account with them.

Automated Clearing House (ACH) Payments

Canopy offers low-cost, $1/per transaction, flat rate ACH payments. If your firm or clients prefer not to deal with the limitations that come with credit cards like expirations dates or higher fees, look no further than Canopy ACH payments for a simple, cost-effective alternative.

Card Storage

“Clients always respond right on time,” said no accountant ever. That’s why Canopy created our intuitive, easy-to-use Client Portal and mobile app—to make it easier and friction-free for clients to pay and for firms to get paid. Clients can easily see their balance due and pay from our Client Portal on their browser or from the Client Portal mobile app. Clients can also easily add, manage, or update their cards. What about  those clients who mean to pay but always seem to take forever to get around to it? Canopy provides them the option to share their card with your firm so you can run it on their behalf. We don’t use the word “genius” lightly, but...genius.


Want to keep an eye on payment data? Great! Because Canopy offers payment-related reports in two convenient places: first, aggregated for all clients in the billing report area of Canopy; and second, in each individual client record’s billing tab. 
Payments reports include:

  • Graph of payments collected, customizable by date
  • Chart of payment methods, customizable by date
  • List of all payments received hyperlinked to the client record where you can access a complete list of payments for just that client (and view if that client is linked with QBO from the payments report)
  • Upcoming and recurring payments, deposits, and refunds
  • Breakdown of payments run by credit card or ACH

Security & PCI Compliance

We have nothing witty to say about security and compliance. It’s serious stuff. Just know: our integrated payment partner, PaySafe, has a PCI Level 1 3.1 certification providing your firm and clients with a secure, reliable payment platform. They’re audited annually, undertake regular penetration testing, and have maintained their PCI DSS compliance for more than a decade. Canopy dedicates internal teams to Information Security, Legal and Audit, focusing on best practice data management processes.

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