Canopy : Integrated Practice Management for Accounting Firms
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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