UPSMART YOUR ACCOUNTING FIRM

Canopy helps accountants build an autonomous firm

All-in-one practice management software

A hand holding a smartphone displaying a client billing and invoice screen in accounting practice management software.

10+

Software consolidated per firm

250k+

Invoices created in Canopy every month

15k+

Practitioners trusting Canopy

6M+

Files securely uploaded & stored in Canopy

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love that it’s continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.”

Erica S. / Payroll Manager

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

Michael B. / Monotelo Advisors Financial Services

“Canopy is our new best friend. From a customer experience perspective, this is one of the best in class products. Canopy has a very modern interface and came in at a fraction of the price of the software I was already using at a national firm.”

Austin M. / Principal

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

Licia V. / Canopy Customer

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the pandemic hit. 5+ years later, I can’t imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.”

Sandeep B. / Canopy Customer

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Jessie B. / President

ACCOUNTING PRACTICE MANAGEMENT

Canopy Practice Management Suite

Practice management software should bring together all of your practice’s mission-critical functions in one place. Our suite—like your tax, accountancy, or bookkeeping firm—is built around your clients, with Client Management as the foundation. From there, Canopy lets you pick and choose from our other AI-enhanced modules, depending on what works best for you and your firm.

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Does the firm of your dreams use AI?

From onboarding to billing, our AI features run in the background to eliminate repetitive tasks, surface the insights that matter, and help your team do more with less effort.

(Some of) What Canopy’s AI Helps You Do:

Generate client checklists: Pull from prior-year returns or firm templates to save time.
Summarize threads & draft replies: Click, recap, respond—spend less time in your inbox.
Auto-fill forms with known data: Use CRM info or scanned docs so clients just confirm.

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Smart matching and bulk upload features shown in a modern accounting practice management software document portal.

Ready to get started?

Your future self will thank you.