PRACTICE MANAGEMENT software for accounting Firms

Start small. Or go big.

Canopy offers modular pricing for our productivity-boosting, growth-driving practice management software. Start with Client Management as your base, then go nuts: pick one, two, or all the modules to customize Canopy to fit your practice.

Bundle & Save

Schedule a demo to learn about our multi-user discounts and bundled savings.

Module

Document Management

Document storage and integrations
File organization
Working on documents
Document receiving, sharing, and

access control
Integrated eSignature
KBA eSignature,
$1.25 per KBA credit

$40 per user, per month
billed annually

Get a demo

Module

Workflow

Tasks & subtasks
Time on task
Workflow templates
Dashboards
Automation
Reporting

$30 per user, per month
billed annually

Get a demo

Module

Time & Billing

Invoicing
Time tracking
Reporting
Payments

$24 per user, per month
billed annually

Get a demo

Module

Transcripts & Notices

IRS integration
Transcript retrieval
Notice template library
Tax Resolution

$100 per collections case, per year
minimum of 3, sold in
increments of 3

$33 per user, per month
billed annually

*Can be purchased for $600 per user, per year independent of the suite

Get a demo

Client Management

Practitioner & client mobile apps
Client directory & records
Calendar
Client requests

Customer portal
Client interactions & communications
Roles, permissions, & teams management
Automated client reminders

$2.50 per client, per year
billed annually
Client Management required. Min. 200; sold in increments of 50.

* Implementation fee of $199

Get a demo

96% of customers would recommend Canopy to a colleague/friend.

Canopy takes the headaches out of client management by offering a way to keep client info organized.

Danny N.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

John M.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

CHRIS T.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

Bernadette S.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.

Mark B.
It's safe and secure. Clients are able to upload documents and the documents are in saved their portal which, as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.

Antonietta C.

Canopy Revolutionized My Firm.

THE ATA GROUP: CANOPY REVOLUTIONIZED MY FIRM

Clients can provide you with necessary tax info through (Canopy's) client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.

See how Canopy strengthens client relationships

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PRACTICE MANAGEMENT software for accounting Firms

Start small. Or go big.

Canopy offers modular pricing for our productivity-boosting, growth-driving practice management software. Start with Client Management as your base, then go nuts: pick one, two, or all the modules to customize Canopy to fit your practice.

Bundle & Save

Schedule a demo to learn about our multi-user discounts and bundled savings.

96% of customers would recommend Canopy to a colleague/friend.

Canopy takes the headaches out of client management by offering a way to keep client info organized.

Danny N.

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

John M.

This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.

CHRIS T.

The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

Bernadette S.

Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.

Mark B.

It's safe and secure. Clients are able to upload documents and the documents are in saved their portal which, as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.

Antonietta C.

Canopy Revolutionized My Firm.

See how Canopy strengthens client relationships

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