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

Module

Workflow

  • Tasks & subtasks
  • Time on task
  • Workflow templates
  • Dashboards
  • Automation
  • Reporting

$30 per user, per month
billed annually

Module

Time & Billing

  • Invoicing
  • Time tracking
  • Reporting
  • Payments

$24 per user, per month
billed annually

Module

Transcripts & Notices

  • IRS integration
  • Transcript retrieval
  • Notice template library
  • $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

Canopy Revolutionized My Firm.

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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

Just submit this form and a product specialist will be in touch soon.

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