Choose the right solution for your practice management.
Managing documents is an important part of your firm, but you do so much more than just that! With Canopy, you can streamline various operations including document management, engagements and proposals, time tracking, task management, invoicing, payment collection, and report generation—all in a single platform designed specifically for accountants.
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Client Portal |
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Document Storage |
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Retention Rules |
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Secure Links |
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Folder Templates |
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Document Automation |
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Virtual Drive |
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Time & Billing |
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Integrated Payments |
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Reports (productivity, WIP) |
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Highly-Rated Mobile Apps |
Client Portal
Document Storage
Retention Rules
Secure Links
Folder Templates
Document Automation
Virtual Drive
Time & Billing
Integrated Payments
Reports (productivity, WIP)
Highly-Rated Mobile Apps
4.5 stars on Capterra
Canopy offers clear, flexible pricing tailored to your firm's needs. Our transparent pricing, displayed per license, includes updates and support, providing value and simplicity for your investment. Whether you opt for our comprehensive Practice Management suite or choose to integrate modules gradually, Canopy adjusts to your strategy.
By utilizing Canopy’s Workflow module, you can eliminate context switching, minimize manual tasks through automation, effortlessly initiate projects with templates, and maintain oversight of your firm’s activities with comprehensive tables and reports.
Track your time efficiently
Whether you offer hourly or flat rate billing, Canopy makes it easy to account for and manage your time. Set timers, create time entries, manage WIP, view productivity reports, and more–because time spent is a dollar earned.
Harness insights across modules
Want to know how productive your staff was/is? What about how profitable each client is? Or how about how much capacity each employee has? Gain these insights, set up alerts, schedule reports, and customize liveboards with Canopy Insights.
Efficiently manage payment processing
You’ve finished the work, so collecting your payment should be simple, fast, and affordable, right? Enjoy simple signup, secure payment collection, surcharging, reports, and more at low rates. Clients can also pay anywhere with our top-rated app to help you get paid faster.
Imagine being able to quickly search contacts, manage your files, interact with tasks, view invoices, track time, take notes, and more from the convenience of your mobile device. Now imagine your clients can view requests, scan and upload documents, view and pay their invoices from anywhere, and more using their phone. This is a reality that will make running your firm on the go or clients interacting with your firm on-the-go not only possible, but also increase efficiency and convenience to do business with your firm.
