Choose the right solution for your practice management.
End-to-end? 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). Your firm will be delighted with how much they can get done in one place. And your clients will be raving about how easy it is to work with you.
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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
Work the way you want to work without sacrificing productivity or client experience. Shake off the clunky shackles of big business practice management and migrate to cloud-based, flexible, user-friendly software that allows you to manage your practice the way you want to. Canopy is as robust and flexible as Jean Claude Van Damme doing the splits between two trucks (maybe more!). That means you can do it your way.
Increases Productivity
Canopy helps increase your return on each of your employees and hire the most efficient and affordable “employee”. With Canopy, your firm will reach deep work faster by clearly designating ownership with tasks and assignments, and dramatically decrease time spent looking for information by storing documents, emails, and notes directly on a client’s profile.
Attracts & Retains Talent
You wouldn’t try to attract new talent by showing your state-of-the-art abacus, right? So make sure you’re a 21st-century firm, starting with modern, cloud-based software. Not only is it easier to use and learn, but it’s more flexible. Whether you’re away from your desk, at a client’s office, or on a working vacation, you can access Canopy from your computer or mobile device.
Retirement fast approaching? Switch to Canopy for a more attractive acquisition.
Grows at the Speed (and Size) of Your Practice
How do you eat an elephant? One bite at a time. Purchase Canopy for a whole team or a smaller specialized group. Or start with one product. You can easily expand to more licenses or more features as you implement or scale. No exorbitant initial setups. (Also, elephant meat is apparently not that great, but the metaphor stands.)
No need to save up for a downpayment on your software. Purchasing Canopy is flexible and configurable. Buy as much as you need, whether that's slow-rolling the entire Practice Management suite or implementing one team at a time. 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. Not to mention the fact that pricing includes product updates and ongoing customer support.
Our customers are at the heart of what we do and we want to support them in every way that we can. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award, and Top 10 Accounting Practice Management, and multiple other awards from G2) to help you unlock the firm you’ve always wanted.
And did we mention that it’s included in the monthly pricing? No surprise support fees from us!
