Audience
Accountants, accounting firms, tax professionals
About Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.
By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.
Key capabilities include:
Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.
Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.
Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.
Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.
Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.
Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.
Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.
Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.
Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
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Accounting
Canopy is award-winning, all-in-one accounting practice management software engineered to help CPA, bookkeeping, and accounting firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document storage, workflow automation, time and billing, proposals, and engagements into one modern, cloud-native platform with one login. At the center is Canopy Coworker, Canopy’s everywhere AI, which simplifies accounting workflows, drafts client communications, and extracts insights across your practice to reduce daily administrative load. Learn more at getcanopy.com.
Accounting Practice Management
Canopy is award-winning, all-in-one accounting practice management software designed to help accountants build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document management, workflow automation, time and billing, engagements, and proposals into one modern, cloud-native platform under one login. At the center of the platform is Canopy Coworker, an everywhere AI built specifically for accounting workflows that drafts client communications, summarizes complex documents, and automates administrative tasks. By bringing every core practice function together into a single platform, Canopy gives CPA, tax, and bookkeeping firms the complete visibility and structure needed to scale, increase capacity, and focus on high-value client work. Learn more at getcanopy.com.
Tax Practice Management
Canopy is award-winning, all-in-one tax practice management software engineered to help tax professionals, CPAs, and accounting practices build an autonomous firm. Built to eliminate busy season bottlenecks and data silos, Canopy unifies client management (CRM), secure document collection, workflow automation, and billing into one modern, cloud-native platform with one login. Tax teams can pull IRS transcripts, track notices, and execute tax resolution workflows natively alongside daily client communications. At the center is Canopy Coworker, Canopy’s everywhere AI, which accelerates complex document summarization and message drafting to automate administrative load across the practice. Learn more at getcanopy.com.
Canopy Verified User Reviews
Write a Review-
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Solid Client Portal" Posted 2022-02-21
Pros: I really like the client portal functionality and haven’t found another option that’s as useful as Canopy’s.
Cons: I’ve been unable to get the tax transcript functionality to work whatsoever.
Overall: Overall Canopy is a solid accounting technology offering that I use with many of my clients for the purposes of file sharing.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Time saver and reliable tax resolution" Posted 2021-03-08
Pros: By just entering the taxpayer's information and clicking the refresh button i am able to pull transcripts through the IRS website at once.
Cons: I appreciate everything about Canopy and i really count on it on every day basis.
Overall: To anyone who regularly deals with IRS, Canopy is a time saver and offers great tax utility features for organizing client tax information.
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