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Canopy : Integrated Practice Management for Accounting Firms

Canopy : Integrated Practice Management for Accounting Firms

Canopy : Integrated Practice Management for Accounting Firms

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Canopy: in summary

Canopy is a cloud-based practice management software designed specifically for accounting, bookkeeping, and tax professionals. It provides an all-in-one platform to manage clients, tasks, communications, and documents. Built for firms of all sizes, Canopy helps streamline daily operations and improve collaboration across teams. With modular tools and a modern interface, it simplifies the complexities of running an accounting practice.

What are the main features of Canopy?

Client management and communication

Canopy centralizes all client-related information, making it easy for teams to stay organized and responsive.

  • Unified client profiles with contact details, notes, and historical records

  • Secure messaging portal for real-time communication

  • Automated reminders and follow-ups to keep clients engaged

Document management and file sharing

The platform offers secure cloud storage and efficient tools for managing tax and financial documents.

  • Drag-and-drop file uploads and bulk document management

  • E-signature support for fast approvals

  • Audit trails to track access and changes

Workflow and task automation

Canopy helps teams plan, assign, and track work using standardized workflows and templates.

  • Customizable task lists and due dates

  • Workflow automation to reduce manual coordination

  • Real-time progress tracking and team visibility

Time tracking and billing integration

Canopy includes tools to track billable hours and streamline invoicing.

  • Time entries linked to clients and tasks

  • Automatic invoice generation based on tracked time

  • Integration with popular payment solutions

CRM and engagement management

The built-in CRM features help firms manage leads, proposals, and onboarding with ease.

  • Track new client opportunities and follow-up status

  • Store engagement letters and onboarding forms

  • Manage recurring services and client lifecycle stages

Why choose Canopy?

  • Designed for accounting professionals: Built to address the unique workflows of tax and accounting firms.

  • All-in-one modular platform: Offers a full suite of tools, with flexibility to adopt only what’s needed.

  • Enhances productivity: Reduces administrative overhead through automation and centralized data.

  • Improves client experience: Secure portals and responsive communication keep clients informed and engaged.

  • Cloud-based and scalable: Accessible from anywhere, suitable for solo practitioners to large teams.

Canopy: its rates

Standard

Rate

On demand

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