PRACTICE MANAGEMENT software for accounting Firms

Boost Productivity.
Drive Growth.

You need a practice management software that will empower you, your team, and your clients to work together.

FREE

$0/ up to 20 contacts

Unlimited Users

  • CRM & Client Portal
  • Document Management
  • Time & Billing
  • Administrative Tools

STANDARD

$89/ month, paid annually

Unlimited Users

  • CRM & Client Portal
  • Document Management
  • Time & Billing
  • Payments
  • Administrative Tools

* Implementation fee of $199

Schedule a Demo
MOST POPULAR

PROFESSIONAL

$112/ month, paid annually

Unlimited Users

  • CRM & Client Portal
  • Document Management Advanced
  • Time & Billing
  • Payments
  • Administrative Tools Advanced

* Implementation fee of $199

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FREE
STANDARD
PROFESSIONAL
Users Unlimited Unlimited Unlimited
Contacts Max 20 Min 200 Min 200
Get Started Get a Demo Get a Demo
CRM & Client Portal
Calendar & Email Sync
Bulk Email
Client Requests
Automated Client Reminders
Engagement Letters
eSignature
KBA $1.25 per Signature
Client Organizer
Custom Branded Client Portal & URL
Client Portal Mobile App
Practitioner Mobile App
Letter Templates
Document Management
Folder Templates
Unlimited Cloud Storage
File Migration
Print & Scan to Canopy
Secure File Exchange
PDF Editing (Coming Soon)
PDF Annotations
File Editing
Time & Billing
Invoicing
Time Tracking
Recurring Invoices
Work-In-Progress Billing
Audit Log & Permissioning
Activity Log
Roles and Permissions Default (6 roles) Default (6 roles) Customizable
Custom Fields
Custom Branding (Letterhead, Emails, Invoices)
Notifications
Tags
Workflow
Tasks
ADD-ON
Workflow & Advanced Reporting

Includes all features of Workflow and Advanced Reporting.

Subtasks
Time on Tasks
Task Dashboard
Task Templates
Reoccurring Tasks
Client Requests Templates
Relative Due Dates
Custom Workflow Statuses
Notes
Team Collaboration
Reporting
Revenue Reporting
Time Entry & Tracked Time Reporting
Productivity Reporting
Accounts Receivable Aging Reports
Payments
ACH Payments
Credit Card Payment
Automated Payments
Recurring Payments
Payment Method Storage
PCI Compliant
Notices
Notices Dashboard
ADD-ON
TAX RESOLUTION

Includes all features of Notices, Penalty Abatement, Transcripts, Other, Collections.

Notices Library
Step-By-Step Task Lists
Automatic Letter Generator
Document Editor
Penalty Abatement
First Time Abatement
Trust Fund Recovery
Reasonable Cause
Forms and Templates
Transcripts
Fast IRS Transcript Retrieval
Easy-To-Read Reports
Google Chrome Extension
Smart Eligibility Guides
Liens and Levies
Innocent Spouse
Smart Eligibility Guides
Collections
Client Survey
IRS Letter Templates
Form Auto-Population
Analytics Tool
IRS Call Guides
Security
128-bit encryption
SOC 2 Type II
Encrypted Files
Integrations
API Access
Zapier
Cloud Email (Gmail & Office 365)
Microsoft Exchange
Quick Books Integration
Data Management
Contact Data Import Limit of 20
Assisted Contact Data Export
App
Web App
iOS App
iOS Client Portal App
Android App
Android Client Portal App
Desktop Assistant
Implementation
Assisted Detailed Contact Import
Assisted Practice Setup
Best Practices Training/ Q&A
Education
In-Product Training
One-on-One Champion Training Professional Services Professional Services
Team Training Professional Services Professional Services
Advanced Team Training/ Best Practice Analysis Professional Services Professional Services
Best Practices Webinars
Support
Email Support
In-App Chat Support
Phone Support
Knowledge Base
Support Community
See full feature list and compare plans

ADD-ON

Workflow & Advanced Reporting

Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Advanced reporting provides your firm with key insights.
MOST POPULAR

STANDARD

$50/ per user, per month, paid annually.

  • Task
  • Task Dashboard
  • Task Templates
  • Client Req. Templates
  • Time on Tasks

POST FILING ADD-ON

Get Clients Back on Track with the IRS.

ADD-ON

Tax Resolution

Add these additional services on top of your Practice Management subscription.

STANDARD

$33/ per user, per month, paid annually.

  • Notices
  • Penalty Abatement
  • Transcripts
  • Liens and Levies
  • Innocent Spouse
  • Collections Cases
    $100 per case

All Plans Include

  • CRM

    Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.

  • DOCUMENT MANAGEMENT

    Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits.

  • TIME & BILLING

    Start and stop timers or just enter time on the fly. Utilize Canopy's client portal and online payments tools to bill clients in a snap and shorten collection times. For ongoing projects, eliminate excessive administrative work and set up recurring invoices with recurring payments.

  • iOS, ANDROID & WEB CLIENT PORTAL

    Modernize how your clients interact with your firm. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from their mobile device.

  • ALWAYS SECURE, ALWAYS ONLINE

    We are committed to the security of your data. Canopy uses 128-bit encryption to secure personal information and stores all sensitive data using Amazon Web Services. An audited SOC2 report is available upon request.

Canopy has Revolutionized My Firm.

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THE ATA GROUP: CANOPY HAS REVOLUTIONIZED MY FIRM

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