Skip to content
Canopy
Canopy
TAKE A TOUR Get a Demo

PRACTICE MANAGEMENT SOFTWARE FOR ACCOUNTING FIRMS

Canopy helps accountants build an autonomous firm.

All-in-one practice management
(now with even more all-in-one)

GET A DEMO

AI-Powered Practice Management from Canopy

Client Portal
Engagements
AI Notetaker
CRM
Documents
Workflow
Time & Billing
Payments
Reporting

Standard

Everything you need to run your firm

$74

user/month

billed annually

STANDARD PLAN:

  • • CRM and client management
  • • Document management and eSign
  • • Client portal and secure messaging
  • • Workflow and task tracking
  • • Invoicing and payments
Most Popular

Plus

Accelerating the automated firm

$109

user/month

billed annually

ALL STANDARD FEATURES +

  • • Automated and recurring workflows
  • • User roles and access controls
  • • More client intake capacity
  • • Advanced task views and filters
  • • Custom reporting
COMING SOON

Premium

Built to scale for the autonomous firm

$149

user/month

billed annually

ALL PLUS FEATURES +

  • • Advanced workflows and automation
  • • Capacity planning and forecasting
  • • Advanced billing scenarios
  • • Deep reporting and insights
  • • Revenue and margin controls
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 this might not be for you.

monthly billing annual billing saves you 20%

Canopy Practice Management

Pricing Image

COMING SOON

Meet Canopy Coworker: Our Everywhere AI

Coworker coordinates and executes work across your tasks, workflows, and clients—all securely within Canopy.

Transparency ALL the way down

Everything follows a fully-transparent execution loop to ensure accuracy and oversight.

Transparency ALL the way down
Coworker learns as it goes (within your boundaries)

You set Coworker's floors and ceilings. And from there, the AI will operate only within the boundaries you establish.

Coworker learns as it goes (within your boundaries)
Firm policy always wins

Coworker makes sure AI scales safely across your firm and then monitors performance, telling you where it’s actually reducing work and where it might just be making noise.

Firm policy always wins

ADDITIONAL PRODUCTS

Smart Intake

Generate AI powered intake forms and document lists in seconds.

$11

credit/client

(tiered pricing as low as)

Volume discounts available

Tax Resolution

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

$50

user/month

(annual contract)

Volume discounts are available.

Transcripts & Notices

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

$50

user/month

(annual contract)

Available as standalone or combined with a plan.

Knowledge-Based Authentication (KBA)

Verify client identity before they can access and sign documents.

$1.25

per KBA Credit

(tiered pricing as low as)

Bookkeeping

Portfolio-wide book health and workload visibility. No tool-hopping required.

Beta

No cost while in beta

Standard
$74 user/month
Plus
$109 user/month
Premium
$149 user/month
Practitioner Mobile App Manage tasks and client work on the go.
Dedicated Client Mobile App Clients can upload docs and communicate from any device.
Firm Messaging & Mentions Tag teammates to share updates and reduce email back-and-forth.
Role-based Access Control Clients can book meetings directly with your team.
Questionnaires & Organizers Build customizable, survey-like forms to gather client data for any workflow
Document Checklist Provide clients with clear lists of required files.
Connected emails & calendars View firm deadlines and sync with Google/Microsoft calendars.
Multi-factor authentication Strengthen security by requiring a second step (email, text, or authenticator app) when users log in. (firms and clients)
Realization & utilization analysis See realization rates by staff or client (time entered vs. time billed).
Group Billing Combine multiple clients or entities into one invoice.
Generate & send invoices Create and send invoices directly to clients.
Recurring billing & bulk create invoices Generate multiple invoices in batches & Automate recurring billing.
Customizable Folder Permissions Control access with customizable folder-level permissions.
Smart eSignature Fields Beta AI detects and populates signature, date, and text fields automatically.
Virtual Drive Access Canopy documents directly from your computer’s file explorer.
Multiple E-sign templates Save reusable signature templates for faster document prep.
Document Management
Task & Project Management Assign tasks and subtasks to clients or team members, set due dates, track status, and collaborate with notes, messages, and email-to-task.
Task Automations Automate task dates, notifications, status and assignee changes
Recurring task logic & scheduler
Time Tracking Track time with timers, manual entries, and mobile time entry.
Time Budgets Set and monitor time budgets to control scope and prevent overruns.
Work in progress (WIP) Track unbilled time and expenses to ensure nothing is missed.
Notifications & Reminders Stay on top of work with real-time alerts and task reminders for upcoming deadlines.
Role-Based Assignments Assign tasks and subtasks to roles (e.g., Preparer, Reviewer) so the right team member can pick up the work.
Smart Tax Prep Beta Automates tax return preparation with AI-powered document extraction and mapping, powered by Filed
Custom roles Define user roles (e.g., preparer, reviewer, admin) with tailored permissions
Teams Group staff into teams for assignments, workload visibility, and reporting.
Kanban Board View Visualize work in a drag-and-drop board layout.
Bulk Assignments Assign clients, tasks, or owners in bulk.
Client Record Templates Pre-configured record layouts for consistency.
Advanced Checklists Add detailed subtask checklists for more granular tracking.
Dollar Budgets Track dollar budgets against tasks and projects.
Capacity Planning See team workload and availability so you can balance assignments and avoid bottlenecks.
Timesheets
Time Approval Workflows Manager approvals for timesheets and entries; approve directly from mobile & mobile
Retainer Billing Create and manage retainers, track usage against budgets, and alert on overages.
AI Document Renaming Set global naming conventions and rename documents uploaded into Canopy using AI.
Smart Client Intake and Questionnaire Generate intake forms and document lists in seconds. *Trial Credits. More can be added to meet the firms needs.
5 credits*
5 credits*
5 credits*
CRM A centralized system to manage all your client relationships, cases, and records in one place.
Admin Time Audits & Overrides Manager tools to audit, adjust, and fix missed or inaccurate time.
Basic Pre-Built Reports & Dashboards Access standard dashboards and reports to monitor firm performance out of the box.
Write-Up/Write-Down Controls Adjust time and expenses at billing to protect margins.
Bulk Assignments Assign clients, tasks, or owners in bulk.
Report Sharing & Scheduling Download, export, schedule, and share reports and dashboards across your team.
Customizable Reports & Dashboards Build tailored reports and dashboards with filters, drill downs, custom formulas, and visualizations to fit your firm’s needs.
Single Sign-On (SSO) Beta Firm staff access Canopy through one secure company login.
Client portal Secure portal customized with your firm’s branding.
Custom domain Use your own domain for the client portal.
Unified Inbox View all client communications in one global inbox.
Automated reminders & connected email Automatically nudge clients to complete requests or upload documents.
Client requests Request information and documents directly from clients.
Secure Client Messaging Beta Message clients directly in the client portal, with encryption for added security.
AI Meeting Notetaker Beta Turn client conversations into actionable intelligence—automatically synced to Canopy CRM. *Hours per user/per month.
8 hrs*
12 hrs*
16 hrs*
Custom Portal Permissions Control who sees what in the client portal.
Standard Cards
3.30% + $0.20
3.30% + $0.20
3.30% + $0.20
Premium Cards
3.30% + $0.20
3.30% + $0.20
3.30% + $0.20
ACH Payments
1% (cap $10)
1% (cap $10)
1% (cap $10)
Multi-Office & Entity Management Manage multiple firms, offices, or entities under one parent account, each with unique branding, settings, and billing details.
Role-Based Permissions Control access by office, entity, or role so staff only see what’s relevant.
Shared Resources & Parent Controls Allocate staff, workflows, and resources across entities while maintaining firm-wide oversight at the parent level.
Consolidated Dashboards & Reporting Get firm-wide visibility with roll-up reports across offices, entities, and currencies to track performance, utilization, and profitability.
Multi-Currency & Regional Compliance Bill and report in local currencies and apply regional labor, tax, and compliance rules for global operations.
Spring 2026 Momentum Leader

“Canopy better serves our needs, has more efficiencies, and is better cost savings when we take it in and aggregate to all of our previous tools.”

Sean Duncan / Founder, SMD Consulting & Accounting

Frequently Asked Questions

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

Yes, Canopy is an all-in-one accounting practice management solution. Every Canopy plan includes the complete Canopy practice management software suite, including CRM, workflow, document management, billing, client portal, payments, and core AI capabilities. This ensures your firm is never locked out of essential features based on your selected plan.