Canopy
Practice management software for accounting and tax firms
Canopy is a cloud-based practice management platform for U.S. accounting, CPA, tax, and bookkeeping firms. It brings client management, CRM, document management with eSign, a client portal, workflow and task automation, time tracking and billing, payments, reporting, and engagements into a single system accessed through one login, reducing the need to switch between separate tools.
Key capabilities include automated and recurring task workflows, capacity planning and forecasting, custom reporting, and Canopy Coworker, an AI assistant that coordinates work across tasks, workflows, and clients. Integrations cover email and calendar (Gmail, Microsoft Outlook), accounting and tax software (QuickBooks Online, UltraTax, Lacerte, CCH Axcess Tax, Drake Tax, and others), Microsoft 365, Zapier, and a public API for custom connections. Security features include SOC 2 Type II compliance, 256-bit encryption, multi-factor authentication, SSO, role-based permissions, and PII field masking.
Canopy is packaged in three editions—Standard, Plus, and Premium—sold per user on an annual billing basis, with each tier adding features such as advanced workflows, advanced billing scenarios, and deeper reporting. The platform is designed for firms of varying sizes, from solo practitioners to multi-location operations.
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