Compare Canopy to other tax workflow and intake tools.
Software sprawl is real! It degrades the client experience as well as workflow efficiencies with all the momentum-killing app-hopping. Elevate your firm’s reputation by delivering a 5-star client experience with a single client portal that features smart intake and document requests, payments, eSignatures, engagements, and more. Streamline internal workflows by maintaining the same internal system for document requests and storage as well as every other aspect of practice management.
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Predictive Document Request Lists |
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AI Document Renaming |
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Client Reminders |
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Robust Document Management |
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Client Portal & Secure Links |
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Mobile Scanner (say goodbye to screenshots) |
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Workflow |
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Engagements |
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CRM |
Predictive Document Request Lists
AI Document Renaming
Client Reminders
Robust Document Management
Client Portal & Secure Links
Mobile Scanner (say goodbye to screenshots)
Workflow
Engagements
CRM
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4.6 stars on G2.com
With Canopy, you get everything you need to manage your practice in one place—including Smart Intake and a client portal that clients actually enjoy using. Canopy is a powerful, easy-to-use platform that seamlessly brings together CRM, Engagements, Workflow, Time Tracking, Invoicing, Document Storage, eSignatures, Reports, and (wait for it) more. You can use AI informed by all of the platform's data—CRM fields, files, pro forma data—to create checklists. And then store the collected documents in the same place as the rest of your firm's files. Who wouldn't want everything in one place?
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices. We are committed to making sure you thrive with Canopy.
Employs Better-than-Bank Security
Canopy protects your information and client data with annual SOC-2 Type 2 certifications, multi-factor authentication (MFA) for clients and staff, 256-bit encryption for data (in transit and at rest), internal PCI compliance, regular backups of data, and more. Yes, that's more secure than banks (especially for mobile users).
Was Designed with Practitioners in Mind
Canopy was specifically built for accountants (and your clients) in mind. Routine communication allows us to gather customer feedback and requests and continually develop and improve our products, which customers love! Don’t just take our word for it, check out what our customers are saying (spoiler: they're giving Canopy 4.5 stars; and 4.9 stars out of 5 for our mobile experience).
Will Grow with Your Firm
Change is hard, takes time, and comes at a cost. If you decide to switch to a new practice management software (or start using one in the first place) then you want to ensure your investment is worth it and can scale with your growth—whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing Canopy.
You can’t afford to waste time while your practice management software loads, much less deal with rage-inspiring downtime and outages. Canopy’s purpose-built platform, modules, and features help you reliably execute work faster—especially during busy seasons. We even publish our daily uptime results.
