Simplify Accounting Practice Management with Canopy
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Starts from $22/user/month when monthly
Overview
Features
Pricing
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Integrations
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Canopy is a cloud-based accounting practice management platform designed to streamline operations for tax, bookkeeping, and accounting firms. It serves as a central hub for managing clients, teams, and tasks, offering tools for client management, time & billing, document management, and tax resolution. Canopy eliminates the need for multiple logins and excessive clicks, allowing firms to send proposals, accept payments, and manage workflows in one place. With automation and AI-driven features, Canopy enhances efficiency, accelerates payments, and strengthens client relationships. Firms can customize workflows, upload documents with ease, and track essential tasks in real time. Canopy offers a 15-day free trial and personalized demos, enabling firms to experience how it simplifies practice management and boosts productivity.
Starts from $22/user/month when monthly
Free Trial available
Freelancers
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
View demo
Free Trial
Yes, It's available
Canopy Pricing
Starts from $22/user/month when monthly
Pricing Model
Free trial
Paid Plans (Subscription /Quotation Based )
Pricing Plans
Client Engagement Platform
$150
/month
Client Portal
Mobile App for Clients & Firm
Connected Email
Notify team w/ @mentions
CRM
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Document Management
$36
/user/month
Secure File Sharing
Unlimited Document Storage
Unlimited eSignatures
Retention Policies
Customizable Folder Permissions
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Workflow
$32
/user/month
Projects & Tasks
Automation
Workflow Templates
Recurrences
Custom Statuses
Time & Billing
$22
/user/month
Generate & Send Invoices
Time Tracking
WIP
Collect Card & ACH Payments
Surcharging
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Disclaimer: Pricing information for Canopy is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Appletree Business Services
Unity Business Advisors
Alpine Mar CPA and Advisors
SMD Consulting & Accounting, LLC
Whitewater Group
Berg Advisors
Contact
855-558-8407
Customer Service
Online
Location
South Jordan, UT
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Canopy is a Accounting Practice Management Software. Canopy offers the following functionalities:
Yes, Canopy provides API.
Yes, Canopy provides mobile app.
Canopy is located in South Jordan, UT
Canopy offers Subscription, Free Trial, Quotation Based pricing models
