Canopy
The #1 accounting practice management software.
Overview
Canopy is a comprehensive, cloud-based practice management platform designed for accounting and tax firms. It offers a modular suite of tools that includes client management, workflow automation, document management, a client portal, and time & billing. Firms can choose the modules they need to build a solution tailored to their practice.
✨ Key Features
- Client Management (CRM)
- Workflow and Task Management
- Document Management
- Secure Client Portal
- Time & Billing
- IRS Notices Resolution
- Transcripts Tool
🎯 Key Differentiators
- All-in-one platform approach combining practice management with tax resolution.
- Modern, intuitive user interface.
- Strong focus on client collaboration through its portal.
Unique Value: Provides a single, integrated platform for accounting firms to manage their practice, automate workflows, and serve clients more effectively.
🎯 Use Cases (4)
✅ Best For
- Tax resolution firms
- CPA firms
- Bookkeeping firms
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not need client-facing tools like a portal or document management
🏆 Alternatives
Offers a broader suite of practice management tools compared to solutions that focus only on one area, like workflow or billing.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise plans tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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