Choose the right solution for your practice management.
Canopy is purpose-built cloud practice management software for accounting professionals. It provides superior performance, scalability, rapid innovation, and reliability, especially when compared to retrofitted cloud solutions. All of which—along with Canopy's award-winning support, secure SOC-2 compliance, convenient accessibility, frequent updates (prioritized to mitigate downtime), real-time collaboration, and affordability—help you create the firm you've always wanted.
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Award-winning support & implementation |
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Highly-rated practitioner app |
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Free Trial |
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99.95% Uptime |
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Frequent product innovation |
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Frequent upgrades & bug fixes |
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AI Generative Emails |
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Staff management |
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Client Portal App Included (web & mobile) |
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Payment Processing |
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eSignatures |
Award-winning support & implementation
Highly-rated practitioner app
Free Trial
99.95% Uptime
Frequent product innovation
Frequent upgrades & bug fixes
AI Generative Emails
Staff management
Client Portal App Included (web & mobile)
Payment Processing
eSignatures
4.5 stars on Capterra
You're looking for the right tools for your firm. The last thing you need is some labyrinthine runaround to get to the point: the price. You want to clearly know what you’re getting and how much it’s going to cost. Canopy gives you both flexibility and transparency. Whether you want the entire Practice Management suite or prefer to implement modules gradually, Canopy allows you to customize based on your needs, budget, and goals. Pricing-per-license is clearly communicated on our website and in the product, with the option to easily add more licenses. (Oh, and product updates and customer support are included in the pricing.)
Reliably Process Payments
You’ve finished the work, so collecting payment should be simple, fast, and affordable, right? Canopy agrees...and makes it happen with simple signup, payment collection via our secure client portal, surcharges, reports, and more–all at competitively low rates. Clients can pay anywhere with our highly-rated client app, so you get paid faster.
Grow Your Firm
Change is hard, takes time, and comes at a cost. If you're going to go through the effort to switch to a new practice management software, then you want to ensure that investment is worth it and can scale with you. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing (and growing with) Canopy.
Simplify Your Work
With time tracking, payments, and workflow all in one place, suddenly you’re clicking less and getting more done in less time. Project management has never been so easy. Set up custom roles and attributes to help you assign work, and use custom fields and tags to sort, filter, and segment your clients. It doesn’t have to be complicated, right?
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices.
And it’s all included in our monthly pricing. No surprise support fees from us!
Canopy’s cloud-based software allows us to respond to market shifts and our users’ needs—and deliver real-time updates when new features are released. Use Canopy on any internet browser or on our Canopy Mobile App (for practitioners; 4.8/5 stars) or Client Portal App (for your clients; 4.9/5 stars with 8.5k reviews) on your mobile device.
