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Accounting practice management software
Canopy is a comprehensive, all-in-one solution for accounting firms. Canopy's modules are designed to integrate into your firm and work seamlessly. Finally the ability to manage your clients, team and tasks in a single place.
Canopy allows you to access all its features, regardless of the specific module you’re in, seamlessly. This not only enhances productivity but also aligns with our AI data capabilities.
Practice Management
Canopy’s user-friendly interface efficiently handles client relationships, engagement, proposals, document management, invoices, payments and workflows in one practice management system.
CRM
Canopy includes a robust, integrated payment system for your convenience. Collect client payments conveniently (by card or ACH), quickly, and directly in the Client Portal (web or mobile apps).
Payments
Our solution offers interactive features within document management, such as annotations and e-signatures, all seamlessly integrated.
Engagements & Proposals
Canopy’s insights tools provide comprehensive data analysis, all within the Canopy solution. With your data and data analysis tools under the same roof, you can know exactly what is going on with your firm at any time.
Insights
Our accounting software is crucial for precision, efficiency and minimizing errors. It frees practitioners from tedious tasks, allowing them to prioritize strategic planning and foster client relationships-key for business growth.
Automation
We strategically integrate AI throughout our software to enhance its functionality, and we are continuously optimizing our systems with AI integration.
AI
Meet high-level performance requirements of accounting firms large and small. Fully cloud-based and mobile friendly, Canopy ensures easy access to data anytime, anywhere.
Data-Driven Firm
Canopy caters to the specific needs of key functions and positions within accounting firms.
Practice Optimization
The switch to Canopy made a huge impact on our tech deck. It just made it easier for our team to be in one place, cutting out redundant systems and improving overall efficiency.”
71%
reduction in firm-wide tech stack
10
software eliminated with Canopy
