Choose the right solution for your practice management.
End-to-end? Canopy is the all-in-one solution for accounting firms, built to bring all of your practice’s mission-critical functions into one place. That means (deep breath) client management, client portal, team communication, document management, document storage, eSignatures, project management, workflow automation, invoicing, payment processing, and time tracking (exhale).
With Canopy, you can complete the same amount of work you have today with the same talent, but in less time and with less stress (and fewer softwares). All while creating better client experiences.
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AI Generative Emails |
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All-in-One |
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Easy to Learn + Implement |
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First Class Client Portal |
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Frequent Upgrades & Bug Fixes |
Limited |
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Accessible Wherever, Whenever |
Limited |
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Workflow Automation |
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First Class Support |
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Time Tracking + Invoicing |
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Client Records + Notes |
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Highly-Rated Practitioner Mobile App |
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User-Friendly Client Portal Mobile App |
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Firm Wide Insights |
AI Generative Emails
All-in-One
Easy to Learn + Implement
First Class Client Portal
Frequent Upgrades & Bug Fixes
Accessible Wherever, Whenever
Workflow Automation
First Class Support
Time Tracking + Invoicing
Client Records + Notes
Highly-Rated Practitioner Mobile App
User-Friendly Client Portal Mobile App
Firm Wide Insights
4.5 stars on Capterra
Increase Productivity
Eliminate the time-wasting traps your firm knows all too well. With workflow automations, total visibility controls, and a full template library, Canopy will save time and give your practice hundreds of hours back every year.
Attract & Retain Top Talent
Accountants worth their weight won't waste time fighting dated software. Attract top talent with tech that makes work easy and dare we say - fun. Put an end to 60-hour work weeks and increase employee satisfaction.
Cloud-Based Flexibility
Welcome to the cloud! With a cloud-based solution your firm can operate remotely. Access client data and collaborate with your team on your laptop, on mobile, and even on vacation - although not recommended. Thinking about outsourced talent? Go for it!
This is not your grandfather's accounting software. Sure, Practice CS has been around since the beginning of time, but it's still stuck in the dark ages. Trust us, life and work are better with modern tools. There's a reason we don't use floppy discs anymore.
Canopy offers industry-leading capabilities, attracts top talent to your practice, keeps your firm competitive in the changing accounting landscape, and offers a user-friendly software that your clients and team will thank you for.
No need to save up for a downpayment on your software. Purchasing Canopy is flexible and configurable. Canopy clearly communicates your cost per license on our website and within the product. Feel free to self-serve additional licenses directly within the product. There's never surprise fees either, pricing includes product updates and ongoing customer support.
Already using Practice CS? Well, nothing is set in stone. In fact, it's easier to switch than you might think (no matter what software your firm currently uses) thanks to proprietary import tools built specifically to transfer data from Practice CS to Canopy. Not to mention killer professional services. Embrace the opportunity to optimize your firm for the future, with a fresh start in Canopy.
You don't want a practice management solution that stopped making updates in the 90's. Canopy users can rely on regular bug fixes and innovative additions meant to improve our software and the way your firm operates
You’ll also get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award) and implementation assistance.
