WHY CANOPY?
Unlock the Firm You’ve
Always Wanted

We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly.
Lindsie H./G2 Review

We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly.
Lindsie H./G2 Review

We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly.
Lindsie H./G2 Review

We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly.
Lindsie H./G2 Review

Spot work that’s falling through the cracks before it’s too late
“Just being able to log in and immediately see what’s on my plate, what’s overdue, what’s assigned to me—that’s really what we needed.”

Manage clients, tasks, documents, and billing in one connected workspace
“Canopy really encompassed everything that we were looking to have under one umbrella and on one platform. Before Canopy, we were juggling different tools for billing, time tracking, document sharing, and client communication, and none of them talked to each other. It was disjointed and inefficient.”

Grow your client list without outgrowing your system
“Our client base is always changing, and I love that Canopy doesn’t lock us into a rigid setup. We can organize clients the way we want and keep things adaptable as we grow.”

Canopy turns “Can you send that again?” into “Already got it, thanks!”
“Clients love the portal. They love, love, love the portal.”

One login. One system. Everything your firm needs.
“We’re replacing Jetpack, Basecamp, Teams, emails … it’s not just about saving on subscriptions. It’s about saving our team’s time. That’s the ROI.”
“With Canopy, we changed our tech stack from 14 key pieces of technology to five... That blew the whole team away.”

Related Resources

Buyers Guide

Buyers Guide

Buyers Guide
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What would be an example of a great question?
It’s not a project until there are tasks, right? Canopy makes it easy to create tasks and subtasks so everyone can clearly see what needs to be done. Then it’s all about “divide and conquer (or do expert accounting, whatever).”Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
“Our client base is always changing, and I love that Canopy doesn’t lock us into a rigid setup. We can organize clients the way we want and keep things adaptable as we grow.”
“Our client base is always changing, and I love that Canopy doesn’t lock us into a rigid setup. We can organize clients the way we want and keep things adaptable as we grow.”
Spot work that’s falling through the cracks before it’s too late
Client Engagement (aka Client Management) helps accountants stay on top of their entire book of business with a CRM purpose-built for the profession. At its core is a robust client portal, enabling you to centralize all interactions—notes, emails, documents, billing, tasks, questionnaires, and more—in one place.
With Canopy Client Engagement, accounting firms can:
- Filter and sort client data with powerful custom fields
- Execute bulk actions (like emailing) with ease
- Monitor profitability and segment clients to improve ROI
- Visualize client distribution and pipeline health with live dashboards
“Automating client tasks cut our back-and-forth dramatically. Canopy makes remote work seamless.”
“You become more efficient when you just consolidate and put everything in one place. Every client has their own page, and I can see the step-by-step process for every task. I work out of ‘My Work’—it’s so much easier to manage my day now”
“Before Canopy, we had no way of knowing what was in-house or where anything was in the process. We were walking around asking each other, ‘Why isn't this return done?’ Now I just filter my task list and I know exactly what's sitting with who and for how long.”
Spot work that’s falling through the cracks before it’s too late
- Filter and sort client data with powerful custom fields
- Execute bulk actions (like emailing) with ease
- Monitor profitability and segment clients to improve ROI
- Visualize client distribution and pipeline health with live dashboards