What is Canopy?

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.

Serchen Index

65.00
149
Employees
1,710
Subscribers
1,885
Followers
15K
Likes

Canopy Key Features

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

What is Canopy?


Countries Canopy Services Available In

United States


Canopy Support & Customer Service

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


Canopy Free Trial Information

No cost solution for up to 20 client contacts for Canopy's practice management, document management, and CRM solution.


Canopy Product Details

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!


Canopy Pricing

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


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