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.
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 .
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Canopy is a Accounting Practice Management Software. Canopy offers Accounts Receivable, Accounting Integration, Bank Reconciliation, Client Management (Customer), Compliance Management and many more 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
Yes, Canopy can integrate with Zapier, QuickBooks Desktop Pro, Google Calendar, Outlook and many more.You can find more integration for Canopy here
The starting price of Canopy is $22/user/month when monthly
