Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate post-filing issues.
Customer Relationship Manager ( CRM)
Document Management
Workflow Management
Client Portal
Secure File Exchange
Electronic signature
Accounting Practice Management
Professional & Client Mobile App
Time & Billing
Payments Functions
United States
Our support team upholds a level of world-class support. Our chat service adheres to an average response time of under 5 minutes and industry-leading satisfaction scores.
In addition to phone and chat support, we provide no cost in-product walkthrough guides, product tutorials, and a robust knowledge base to assist customers with the use of the software.
Customer support is offered in English only
No cost solution for up to 20 client contacts for Canopy's practice management, document management, and CRM solution.
Managing an accounting firm requires keeping everyone on the same page. You need software that will empower you, your team, and your clients to easily work together at every step. Canopy offers the tools for you to communicate effectively, track how your time is being spent, and provide an ideal client experience. Our software solutions include all you need for: Client management Document management Workflow management Resource management Time and billing Payments
Not only do we empower your team to work together seamlessly, but we also offer a variety of methods you can use to upgrade your client experience, including a user-friendly Client Portal and a mobile app available for both iOS and Android devices.
When your client comes to you with a tax issue, you need the tools to evaluate possible outcomes and respond to their issues quickly and accurately. That’s where Canopy comes in.
We’ve built every feature with you, your team, and your clients in mind so you can work together to resolve tax issues. Features include: Notices library Letter templates Step-by-step task lists Fast transcript retrieval Easy-to-read reports Form auto-population Analytics tools And much more!
Try Canopy’s full practice management software for free for up to 20 contacts. Interested in purchasing? Visit our pricing page for more information: https://www.getcanopy.com/pricing
33 Reviews
62 Reviews
3 Reviews
0 Reviews
2 Reviews
5 Reviews
1 Reviews
Not Rated.
Write the first review
Help other software buyers make informed decisions.
It looks like Canopy hasn’t been reviewed yet. If you are a customer of theirs or have used their services in the past, why don’t you be the first to leave a review and tell other visitors about your experience?
Signing in with LinkedIn shows that your review is genuine and written by a real person. We can't and wouldn't post anything to your LinkedIn account or to your connections.
Don't use LinkedIn? You can write unverified reviews too.
Thanks for writing a review, please allow 48 hours for it to appear on the site.