About
Work smarter and more efficiently with AdminPulse. Let your accounting firm grow further, while you effortlessly comply with laws and regulations. Discover versatile and user-friendly online office management software tailored to your office. Complete overview of the customers and tasks of your accounting firm. All information about your customers is captured down to the last detail. Thanks to useful features such as task management, payment follow-up, and document management, you always have a clear view of your office files. From now on, your administration will always be in order and you have everything under control. View and compare what you get done at what time. Use reports to adjust processes in a timely manner. By the current data, you know how to further optimize your accounting firm, so that you save time. Time to provide your customers with more added value. This takes your office and your customers to the next level.
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About
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting firms searching for an AI platform to manage their financial services and scale their operations
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Audience
Accountants, accounting firms, tax professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€163 per month
Free Version
Free Trial
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Pricing
$50.00/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAdminPulse
Netherlands
adminpulse.eu/
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Company InformationCanopy
Founded: 2013
United States
www.getcanopy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Integrations
Axis LMS
Gmail
Adobe Acrobat Sign
Billit
Calendly
ClockAssist
Knolli
Mailchimp
Microsoft 365
Microsoft Excel
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Integrations
Axis LMS
Gmail
Adobe Acrobat Sign
Billit
Calendly
ClockAssist
Knolli
Mailchimp
Microsoft 365
Microsoft Excel
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