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.