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Demo Canopy.
Get a $75 Gift Card.

See why Jason Staats recommends Canopy's all-in-one accounting practice management suite with built in AI to take your firm from administrative burnout to scalable revenue. 

"This platform is now using AI to wipe out hours of accounting firm busywork."
- Jason Staats

 

With Canopy’s built-in AI, your firm moves faster. From drafting client emails to automating document organization and task triggers, we handle the manual busywork so you can focus on scaling your firm and delivering high-value advisory. Join thousands of practitioners who trust Canopy to run a smarter, more profitable practice.

10+

 
Software consolidated
per firm

6M+

 
Files securely
uploaded & stored

200k+

 
Invoices created
every month

15k+

 
Practitioners trusting Canopy
Jason Staats a popular and recognized CPA talks about Canopy
BUILD THE FIRM YOU'VE ALWAYS WANTED

Don’t just manage your firm, make it better.

  • Complete firm-wide visibility
  • Workflow, templates, and automations
  • Custom reports and dashboards
  • Branded, easy-to-use client portal
  • Best-in-class CRM
  • Do it all, from proposals to payments

Jason Staats on Canopy

“Fair warning: After seeing Canopy, you're going to look at the stanky old system you're using, and you're going to look at it in a different light.”

Jason Staats / CPA

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