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PRACTICE MANAGEMENT FOR MID-SIZED FIRMS

Medium Firm. Major Capacity.

Canopy gives growing firms the same powerful tools as the big players, without the IT overhead or expensive complexity.

More Clients Shouldn’t Mean More Chaos

As your firm grows, so do the cracks. Canopy keeps your team aligned, your work on track, and your revenue in check.

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Manual Work Slows You Down

Spreadsheets, status meetings, and sticky notes aren’t a system. They're survival mode. Canopy gives you full visibility into tasks, returns, and workloads so your team can work smarter, not scramble.

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Messy Processes = Missed Revenue + 10 hour days

Manual billing and scattered task tracking lead to unbilled hours. Canopy helps you catch every dollar you’ve earned and refine every step so you can get more done in less time.

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Too Many Apps, Not Enough Clarity

Managing docs here, billing there, tasks over there? Canopy replaces the sprawl with one platform that does it all.

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Everything you need. Nothing you don’t.

From intake to invoicing, every feature in Canopy is purpose-built to solve real workflow problems, not create new ones.

Automatically trigger tasks, reminders, and updates when key events happen, like engagement sign-off or document uploads. Less manual follow-up, more time saved.

Learn More About Workflow Automation

Files are automatically named and sorted using smart rules and issuer detection. Everything stays organized, accurate, and easy to find.

Learn More About Canopy AI

Engagements give prospects a sleek, tailored experience with videos, pricing, and workflows. Firms close more deals and showcase their value faster.

Learn More About Engagements

Streamlines onboarding with pre-filled fields, AI-generated requests, and smart document matching. Less back-and-forth, faster kickoff.

Learn More About Smart Intake

Canopy’s AI drafts emails, summarizes threads, and matches your tone. Your team stays aligned, saves time, and keeps client communication consistent.

Learn More About Canopy AI

The Client Portal is a secure, easy-to-use hub for sharing documents, tracking progress, and completing requests, powered by automated reminders and status updates.

Learn More About the Client Portal

CASE STUDY

The All-In-One Shift That Let Papin CPA Scale with Confidence

Discover how Papin CPA transformed their operations with Canopy

Whitney-Kisner
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I love Canopy, it’s been such a huge change for us and in such a great way. It has really changed how we function for the better.”

Whitney Kisner, Papin CPA

15

Employees at the firm

72+

Hours Saved Annually

Billing

Completed Automated

Alpine Mar grew their firm 175% in a year with Canopy

Ready to get started?

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Canopy offers the power of enterprise tools without the bloated features, IT overhead, or steep learning curves. It’s built for growing firms that need efficiency—fast.

Absolutely. Canopy is designed to support growing teams, clients, and service offerings without adding more chaos or manual coordination.

Through workflow automation, task triggers, and AI tools that handle things like email drafting, document naming, and client intake—freeing up your team for billable work.

Canopy consolidates document management, task tracking, client communication, billing, and reporting into one unified platform—so you can stop juggling apps.

Yes. With integrated billing and time tracking, Canopy helps you identify unbilled hours and streamline invoicing so you don’t leave money on the table.

Clients get a secure, intuitive space to share docs, track progress, and respond to requests—without all the follow-up. Automated reminders keep things moving.

Very. You can build out templates, assign roles, set task triggers, and automate status updates based on your firm’s exact processes.

Canopy includes AI for email drafting and summarization, document renaming and classification, and intelligent client intake—all designed to save your team time and reduce errors.

Yes, Canopy integrates with tools like QuickBooks Online and Outlook, and offers APIs for additional connections.

Most medium firms are fully up and running in 8-12 weeks, depending on your size and the modules you choose.