Choose the right solution for your practice management.
End-to-end? That means (deep breath) client management, client portal, team communication, document management, document storage, eSignatures, project management, workflow automation, reports, invoicing, payment processing, and time tracking (exhale). Your firm will be delighted with how much they can get done in one place. And your clients will be raving about how easy it is to work with you. Truly. We mean it (no ruses or masquerades here).
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AI Generative Emails |
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World-Class Practitioner App |
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Firm Wide Insights |
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Award-Winning Support & Implementation |
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Robust Time & Billing |
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Frequent Upgrades & Bug Fixes |
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Project Management |
Limited |
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Easy to Use, Branded Client Portal & App |
Limited |
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Payment Processing |
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Client Record & Notes |
AI Generative Emails
World-Class Practitioner App
Firm Wide Insights
Award-Winning Support & Implementation
Robust Time & Billing
Frequent Upgrades & Bug Fixes
Project Management
Easy to Use, Branded Client Portal & App
Payment Processing
Client Record & Notes
4.6 stars on G2.com
With more than 40 specialized engineers and quality assurance professionals trained in developing complex cloud-based features, Canopy is equipped to solve all of your practice management woes. We know how to build quality software, and we know how to listen to the person who knows your problems best—you. By talking frequently with customers and non-customers, we work to provide software solutions that are flexible enough for any firm.
Reliably Process Payments
You’ve finished the work, so collecting your payment should be simple, fast, and affordable, right? Enjoy these benefits through a simple signup process, collecting payments through a secure client portal, surcharging (passing credit card fees on to clients), reports, and more–all at competitively low rates. Also clients can conveniently pay anywhere with our highly-rated client app to help you get paid faster.
Grows with Your Firm
Change is hard, takes time, and comes at a cost. If you decide to start using or switching to a new practice management software then you want to ensure that investment is worth it and can scale with your growth—whether intentional or by happenstance. Join over 3,700 tax, bookkeeping, CAS, and full-service firms of different sizes in choosing 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. You can also set up custom roles and attributes to help you assign the work. Use custom fields and tags to sort, filter, and segment your clients. It doesn’t have to be complicated, right?
Your revenue hinges on client experience. Canopy’s client portal is customizable to your firm, easy to access via the web and a mobile app, and is the nerve center for all client interactions, whether it’s document uploads and esignatures, client requests and organizers, or invoices and payments.
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.
