Simplified Systems

Q: Does Canopy support a modern client experience from intake to delivery?

Yes. Canopy includes intake, eSign, document upload, and client interactions in one secure place for staff and clients. This creates a consistent end-to-end experience that reduces follow-up and speeds up onboarding.

Q: What client portal features does Canopy include?

Canopy includes a branded, mobile-friendly client portal for document upload, eSignatures, requests, and secure communication. A single portal reduces confusion for clients because they do not have to juggle multiple links and logins.

Q: How does Canopy reduce tool switching for staff?

Canopy reduces tool switching by keeping clients, work, billing, and communication in one system. When tasks, emails, documents, and invoices are connected, your team can work in context instead of hunting across apps.

Q: How does Canopy improve team visibility and collaboration?

Canopy provides real-time visibility into work status, responsibilities, and progress across the firm. This shared view supports smoother handoffs, clearer priorities, and fewer internal follow-ups.

Q: How does Canopy help with onboarding new clients?

Canopy helps onboarding by centralizing intake, engagement signing, and document requests in one workflow. Faster onboarding happens when data flows directly into the client record and the next steps trigger automatically.

Q: What integrations does Canopy offer for tax software?

Canopy supports syncing client data and documents to Drake, Lacerte, UltraTax, and CCH Axcess using Smart Prep with Filed. These integrations help reduce manual document handling and keep tax prep inputs organized.

Q: Can Canopy replace multiple point solutions?

For many firms, yes. Canopy practice management software combines core tools in one platform so firms can reduce the number of separate systems they pay for, train on, and maintain.

Reduce your accounting tech stack (c'mon, you know you want to)

Simplify systems. Multiply impact.

Too many systems, too little clarity. Bring your tools—and your team—together.

79%

of accountants say they spend too much time tracking down files (Remaining 21% were likely too busy chasing down files.)

6 hours

estimated time saved per week with automation. (Sanity savings not empirically measurable.)

73%

of a knowledge worker’s time is spent on non-craft skills

From client intake to paid invoice, all in one platform.

Canopy connects every step of your workflow in a single system and saves your team hours of duplicate effort.

All-in-One Platform

Quit paying for too many point solutions. Canopy provides CRM, engagements, workflow, billing, document sharing, tax workflow and a 5-star client portal in one platform.

Laptop displaying a data dashboard for accounting practice management software with charts and financial metrics.

Workflow

In Canopy when one thing happens, related actions trigger automatically. Custom templates & role-based routing ensure the right work lands with the right people, every time.

Intuitive Client Experience

Intake, eSign, document upload, client interactions all happen in one secure, unified place for both your staff and your clients. You'll manage your entire client lifecycle in one place.

Provide a modern experience, end to end

For you, your employees, and your clients.

A single system to manage clients, work, billing, and communication
Smart automation and AI reduce manual work and highlight key priorities
A seamless client portal that is branded, mobile-friendly, and easy to use
Real-time visibility and collaboration keep your team aligned and efficient
Modern infrastructure enables faster onboarding and eliminates tool switching

A comprehensive view of a client’s home base in Canopy, consolidating "Tasks," "Recent Files," and "Engagements" into a single, intuitive dashboard.

“One of the best aspects of [Canopy] is its ability to automate many time-consuming tasks, such as data entry and bank reconciliation, which helps save time and increase efficiency.”

Abhishek M. / Canopy User

“We love Canopy. The best thing is getting everything in one place, not having document management somewhere and the CRM somewhere else.”

Susan Kumpe / Director of Operations, Three Peaks Advisors

“Everything I need is in one, centralized place. If I am working with a business client that owns several companies, I can connect everything with ease. Both personal and business accounts can be connected for ease of navigation for the accountant, and the client can use a simple log in to access everything in one menu.”

Teddy C. / Canopy User

“I love Canopy. It's been a such a huge change for us and in such a great way. It has really changed how we function for the better.”

Whitney Kisner / Director of Operations, Papin CPA

“The most helpful part of Canopy is how it simplifies complex workflows and client communication in one place. For my Hispanic community, the upsides are efficiency, secure document sharing, and automation that let me spend more time educating and empowering entrepreneurs instead of chasing paperwork.”

Edgar Villegas / LUYED Book and Tax LLC

“I can run my entire firm from one platform, which has increased my team's productivity and maximized our efficiency. We've been able to get rid of multiple apps for one single solution, plus Canopy is always innovating and upgrading!”

Erica E. / Canopy User

Maximum impact integrations

Canopy connects with the tools that matter most to your firm, so your team stays focused and data stays in sync.

Sync client data and documents to Drake, Lacerte, UltraTax, and CCH Axcess using Smart Prep with Filed
Connect with QuickBooks or Xero to manage bookkeeping and advisory work in one place
Accept payments through Canopy with Adyen, including recurring billing and retainers
Keep your calendar aligned with native Google and Outlook integrations
Use Canopy as your command center while reducing context switching and rework

Check out Canopy's Integrations

Ready to get started?

Your future self will thank you.

Frequently Asked Questions

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

What workflows can Canopy automate?

Canopy automates workflows by triggering related actions when one event occurs, such as an engagement being signed. That can include creating tasks, updating statuses, notifying staff, sending reminders, and moving work forward without manual handoffs.

Does Canopy support a modern client experience from intake to delivery?

What client portal features does Canopy include?

How does Canopy reduce tool switching for staff?

How does Canopy improve team visibility and collaboration?

How does Canopy help with onboarding new clients?

What integrations does Canopy offer for tax software?

Can Canopy replace multiple point solutions?

Resources for Simplifying Your Firms Systems