WHY CANOPY?

Unlock the Firm You’ve
Always Wanted

Woman_10-bw

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

Woman_10-bw

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

Woman_10-bw

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

Woman_10-bw

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

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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.
Christoper DeAntonio , Sickler
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.
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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.
Melissa Laverty , AccountAbility
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.
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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.
Beth , Fullerton Tax Service
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.
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Why canopy?

Canopy turns “Can you send that again?” into “Already got it, thanks!”

Clients love the portal. They love, love, love the portal.
Bianca Ferguson , TaxBee
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.
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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.
Beth Ford , Fiscal Solutions
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.

“With Canopy, we changed our tech stack from 14 key pieces of technology to five... That blew the whole team away.”

Accountability Services 1

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.
Author Name, Company Name
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.
Author Name, Company Name
what is client engagement?

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.
Fulling Management & Accounting
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
Monica, Campbell & Company
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.
Christoper DeAntonio, Sickler
what is client engagement?

Spot work that’s falling through the cracks before it’s too late

Accountants need workflows that match the way they work—not just generic project management tools. Canopy’s accounting-first task management includes:
  • 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
People have been vocal about how agnostic project management tools just don’t work for accountants. Firms need project management that works for them. Tasks, subtasks, checklists, client requests, organizers, questionnaires, eSignatures. There’s a reason why that list includes more than typical project management. Because work goes from you to the client and back again, time can get lost in the shuffle. Reminders and automations help decrease that lag. Team comments help provide a space for chats specific to work. And what’s better than kicking off a project by laying out the terms, services, and pricing to a client in an engagement before any work has been completed? I’ll tell you– automated task creation once the client has accepted those terms!