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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About
Canopy is the only digital parenting app that detects and blocks pornography on every single website on the internet. It’s also the only one that alerts parents immediately when it detects sexting, so they address it in a conversation with their kids. With Canopy, parents can rest easy knowing their children are safe, no matter where their online adventures take them. Canopy uses advanced computing technology, including artificial intelligence and machine learning, to instantly recognize and filter out pornographic content online and on your child’s smartphone camera. Protects two million devices around the world. Keeps kids at thousands of schools safe online. Helps US law enforcement prevent digital crimes against children. Filter out inappropriate content on your kid’s smartphone, schedule breaks from screen time, and know if your kid has left home or school. And that’s just the beginning. Canopy gives families everything they need to thrive in the digital world.
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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
Accountants, accounting firms, tax professionals
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Audience
Individuals seeking a tool to detect and block pornography on every single website on the internet
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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
$50.00/month
Free Version
Free Trial
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Pricing
$7.99 per 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 InformationCanopy
Founded: 2013
United States
www.getcanopy.com
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Company InformationCanopy
United States
canopy.us
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
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Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
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