Keep clients engaged and satisfied with systems that help you deliver 5-star experiences.
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One list to rule them all, and all of the views, filters, and information you need.
Deliver professional and clear engagement letters with secure links.
Branded, secure, multi-functional. Available on the web or as an app.
Send, view, organize, and act on all email communications from within Canopy.
Conversations in every context—email, projects, documents, clients.
Your firm's and clients' data are protected by best in class standards.
Stop that and do it better with Canopy.
Easily upload, store, and manage (unlimited amount) internal and client documents.
Separate internal & client docs, use folder templates, and share with clients.
Preview, edit, collaborate on, annotate, adjust, combine, and work on files.
Manage permissions, share with individuals or teams, and save docs from emails.
Gather eSignatures with a secure link or verify identity with a KBA.
Easily collect and manage files from and with clients on the web or mobile app.
Canopy Workflow helps you focus your time on the right things.
Create and manage tasks, assign staff, record notes, get updates and more.
Utilize templates, perform bulk actions, and set up recurring tasks.
Automate conditions & actions on standalone tasks & subtasks or in templates.
Set and track time on each task and view productivity reports for your team.
Drill down on and save desired views of the work happening in your firm.
You can view and manage tasks on the go. Your clients can follow a to-do list.
Track & manage time entries & budgets to build invoices & valuable reports.
Create & manage one-time/recurring invoices, apply service items, & send reminders.
Organize, save, and export valuable insights to make better business decisions.
Integrate Canopy Payments to process and record client payments in Canopy.
Build service items, locations, categories & classes in QBO and sync in Canopy.
Clients can view & pay invoices or review payment history on a mobile device.
Be in the know before your client gets snail mail.
No more daily or hourly logins. Set up your credentials, and that's it.
Years of data summarized into one easy-to-read table.
Easily identify discrepancies between old and new transcripts.
Set it and forget it. Canopy will make the data request and update the table.
There are new notices all the time. Always know what to do with our work templates
Don't waste time writing letters. Just review and edit our templates instead.
Canopy’s suite operates on a modern, cloud-based platform that brings live updates to your systems when needed. With a customizable suite entirely based on the needs of your firm, Canopy unlocks the path to success through industry-leading practice management software.
See all the differences and advantages of using Canopy by checking out our comparison pages.
Our customers are at the heart of what we do. With Canopy, you’ll get award-winning customer service (2022 CCW Excellence Award and Top 10 Accounting Practice Management from G2) to get onboarded quickly and running in no time, no matter what system you’re migrating from.
Customers are supported in every way possible—phone, chat, email, video—you name it. Need answers outside of business hours? We've got you covered with on-demand training via 500+ step-by-step articles, 60+ training videos, live weekly training sessions, onboarding courses, and best practices.
Now we service clients nationwide. For a long time it was primarily in New England and now we have clients all over the country.”
175%
firm growth from 2022-2024
33
employees after scaling with Canopy
Practice management software shouldn’t waste your time with long load times and frequent crashes. Canopy’s purpose-built platform boasts a 99.99% uptime—enabled by our updated modules and reliable features that help you execute work faster, especially during busy seasons.
Your revenue hinges on an excellent client experience. Canopy’s customizable client portal is easy to access via the web and a mobile app, and is the center for all client interactions—whether it’s document uploads and eSignatures, client requests and organizers, or invoices and payments.
Based on 800+ reviews across these platforms
