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
Product pushback on autopilot. Scope your next product build in minutes, not weeks with custom trained AI Agents. Respond to opportunities faster with a second opinion in the planning stage from our human product experts and custom AI in creating estimations, outlining in/out of scope, guarding against scope creep, and uncovering additional revenue opportunities.
Benefits:
Close More Sales
Striking while the iron is hot is essential to close deals. Delayed proposals or imprecise scopes of work can leave your clients feeling unheard and less less likely to work with you.
Retain More Clients
Unrealized expectations and broken promises leave clients feeling cheated and let down. Accurately set expectations, estimations and pricing maintain mutual respect and retain clients.
Keep Your Best Team Members
Putting out fires constantly and dealing with poor management is the number one reason why employees leave their jobs. Ensure that you keep your best employees happy.
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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
Product managers, project managers, software agencies, digital agencies, freelancers.
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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 VideosNo images available
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Pricing
$50.00/month
Free Version
Free Trial
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Pricing
No information available.
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 InformationScopebird
Founded: 2024
United Kingdom
www.scopebird.com
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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
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
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Integrations
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
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