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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Plan Name

Plan description

$125
per user, per year
billed annually

STANDARD PLAN:

  • Clients: 3500 included
  • Smart Intake: 50 included
  • Client Portal
  • Smart Intake
  • Secure Messaging
Get Started
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
Get Started
BEST VALUE

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
Get Started
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.

monthly billing
annual billing saves you 20%