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Schedule your Canopy Demo.

PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS

All-in-one means ALL in one.

Farewell, frankenstack. Hello, integrated all-in-one-place solution.

Canopy Practice Management

CRM
Documents
Workflow
Time & Billing
AI
Reporting
Client portal
Payments
Engagements
Smart Intake
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Standard

Small firm-friendly

$125
per user, per year
billed annually

STANDARD PLAN:

  • Clients: 3500 included
  • Smart Intake: 50 included
  • Client Portal
  • Smart Intake
  • Secure Messaging
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ALSO REALLY GREAT!

Plus

For growing firms

$175
per user, per year
billed annually

EVERYTHING IN STANDARD AND:

  • Clients: 3500 included
  • Smart Intake: 100 included
  • Client Portal Permissions
  • Custom Roles/Permissions
  • Secure Messaging
SEE ALL DETAILS
BEST VALUE
Most Popular

Premium

The works (proverbial kitchen sink included)

$275
per user, per year
billed annually

EVERYTHING IN PLUS AND:

  • Clients: 10000 included
  • Smart Intake: 300 included*
  • Client Portal Permissions
  • Custom Roles/Permissions
  • Secure Messaging
  • *And more in documents of 60
SEE ALL DETAILS
FOR LARGE FIRMS

Enterprise

For large (and extra-large) firms

You know better than anyone what your firm needs. We'll work with you to tailor just the right solution.

Customize a plan that allows canopy to live alongside your other software. Unless you are a 200 person firm there might not be for you.

Get custom quote
monthly billing
annual billing saves you 20%

Canopy Practice
Management

ADDITIONAL PRODUCTS

Transcripts & Notices

Secure, seamless, and designed for the way accountants actually work.

Buy as a standalone or combine with a plan.

$50
per user/month
(annual contract)

Tax Resolution

If bought with a plan, Tax Resolution includes Transcripts & Notices and a library of admin forms.

Volume discounts are available.

$50
per user/month
(annual contract)

Standard

$125 per user/per year

Plus

$175 per user/per year

Premium

$275 per user/per year
Secure File Exchange
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Unlimited Document Storage
1000 
engagements
Unlimited eSignatures
KBA eSignatures
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Enjoy an added level of verification for $1.25/KBA.Verify client identity before accessing and signing docs. Users identify themselves with unique & exclusive info for verification.
Customizable Folder Permissions
+
Native File Annotations
Firm Workpaper Storage
Desktop Sync & Print Driver
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AccountingPracticeManagement_Leader_Leader 13
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G2

4.6 stars on G2.com

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

Frequently Asked Questions

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

What are taxes and do I have to pay them?

Dance like nobody is watching. That's what I always say. Canopy makes me feel like noone is watching. Needless to say, I dance alot because of that."

What are taxes and do I have to pay them?

Dance like nobody is watching. That's what I always say. Canopy makes me feel like noone is watching. Needless to say, I dance alot because of that."

What are taxes and do I have to pay them?

Dance like nobody is watching. That's what I always say. Canopy makes me feel like noone is watching. Needless to say, I dance alot because of that."

What are taxes and do I have to pay them?

Dance like nobody is watching. That's what I always say. Canopy makes me feel like noone is watching. Needless to say, I dance alot because of that."