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4.6 stars on G2.com
4.5 stars on Capterra

See Canopy Practice Management for yourself.

Manage your clients, team and workflows in a single place with Canopy, the all-in-one practice management solution for tax and accounting firms.

  • Unclunk your firm. Canopy's firm-wide operating system manages your entire practice and customer experience.
  • Eliminate workflow issues. Efficiency is your firm's new middle name with accounting-specific automations, customizable task templates, and complete visibility.
  • Get what you need faster & more easily. Clients actually enjoy using Canopy's client portal, so getting organized documents from satisfied clients has never been easier.
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We use Canopy to create and manage internal tasks outside of standard engagements. Specific follow-ups, customer requests, internal research tasks, and other “to-do” items can be quickly established, assigned, and tracked to completion with straight-forward steps. Staff can readily pull up their task lists, update them based on progress made, and request assistance or review.

Rodney Schmisseur

They like us. They really really like us.

Based on 800+ reviews across these platforms

G2hih
stars
4.6 stars on G2.com
Capterra
stars
4.5 stars on Capterra
getapp
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4.5 stars on GetApp