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.
Everyone, and I mean everyone, at Canopy listens to us very carefully and words turn into action pretty quickly. All of this separates Canopy from our partners in the past. The team at Canopy “leans in” in a way that really feels like a partnership and it’s the model for what we look for in all the ways we need to scale and grow our business.
We have older clients who don’t even own computers, but even they can use the Canopy app to upload pictures of documents or sign forms on their phones. That’s a win.
We know growth is coming. Canopy lets us fix what’s broken today without boxing us in down the road. That’s exactly what we needed-and yes it’s worth the lift.
Only regret I have with Canopy is not making the move sooner. I love the different features available with Canopy, and look forward to their new features that are released regularly. The file management system has really helped our practice to achieve the paperless environment we want, and our clients love the mobile app capabilities.
The functionality is great to be honest. Super modern for an industry that still has a lot of catching up to do with our tax prep softwares.
I like that everything is in one spot. File storage. Workflows. Billing. PDF edits. It's fantastic.
Workflows and client management! It's been so great for our firm!
Why canopy?
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.”
Canopy makes your day-to-day easier by giving you a clear, real-time view of exactly what needs your attention—no more digging through emails, spreadsheets, or clunky systems.
Why canopy?
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.”
Canopy stands out by removing the everyday friction of working with clients. It’s a smarter, more efficient way to manage client collaboration across the entire firm.
Why canopy?
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.”
As your team scales, Canopy makes it easy to customize views, automate work, and keep everything organized—so you never hit a ceiling with your tech as your firm expands.
Why canopy?
Canopy turns “Can you send that again?” into “Already got it, thanks!”
“Clients love the portal. They love, love, love the portal.”
Canopy makes life easier for your clients by giving them secure, 24/7 access to everything they need—from tax returns to document requests—all in one place.
Why canopy?
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.”
Canopy delivers real value by consolidating the many tools your firm relies on—like task managers, messaging apps, file sharing, and email—into a single, unified platform.
