Choose the right solution for your practice management.
You want software built to scale and easy to use, from a trusted, proven company. With Canopy, you it get all. First, mature software with thoughtful and flexible design, that allows the user to be the boss, not vice versa. Second, a stable company that isn’t going anywhere. Canopy has been in the market for 10 years, has great investors and funding, and continues to grow. We take pride in providing best-in-class software and experience, and it shows with our customer base. And, third, scalable software that's flexible enough to be used how the user wants to use it (meaning: multiple ways to accomplish the same task). It also means it can (and will) support your firm as you grow– amount of data won’t be an issue.
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Award-winning support & implementation |
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Highly-rated client portal app |
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SOC 2 compliant |
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User friendly UI |
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Robust and flexible reporting |
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Task management |
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Email integration |
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Client groups |
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Group billing |
Award-winning support & implementation
Highly-rated client portal app
SOC 2 compliant
User friendly UI
Robust and flexible reporting
Task management
Email integration
Client groups
Group billing
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4.5 stars on Capterra
When making an investment and change as big as practice management, it’s best to do it with knowledgeable help. With Canopy, you get access to support through the app, email, or phone—with extended hours during tax season. You also get your choice of implementation help, with the ability to supplement it with any number of our additional professional services. We’re here to help you set up Canopy with best practices to help your firm adjust to (and thrive with) the change. And we haven’t even mentioned our learning and support articles! Needless to say, we’ve got your back.
Helpful Resources
With 500+ knowledge articles, hours of DIY training videos, and an in-product guided walk through, you’ll never have to figure things out by yourself. Change is hard enough. Why make it harder? Canopy gives you the resources and tools to cruise through implementation and training with our team helping you every step of the way.
Robust Reporting
Data is king, but that doesn't mean it can't also be overwhelming. With Canopy Insights, though, it's a piece of cake (not literally). An AI-powered engine helps you make sense of all of the inputs you have within a practice management tool. Take time and see how budgets compare to actuals. Check on your staff’s productivity. Set up alerts and schedules. We believe your data should work for you, not the other way around.
Innovative & Secure Design
Not only do we have AI built into our product, but we’re also SOC 2 compliant, with bank-level encryption within our software. So, we’re not just prioritizing building the best tech around, but we’re also prioritizing the safety and concerns of our customers. You handle sensitive information and you need the assurance that your practice management can handle that with the care it deserves. With Canopy, you've got that reassurance. And then some.
Whether in person or on the internet, no matter if it’s employees or clients, good interactions make experiences. When an employee has a good interaction with their software, it makes for a good experience which makes for high adoption. When a client has a good interaction with your client portal, it makes for a smoother process for you. And, simply put, a good experience with a client portal gives you and your firm a great reputation. Happy clients, happy accountant. Need we say more?
