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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For over four decades, Sovos has helped organizations of every size meet their tax and regulatory obligations with confidence. Our cloud-native compliance platform handles the full spectrum of requirements — from indirect tax and e-invoicing to information reporting and unclaimed property — across more than 19,000 jurisdictions worldwide.
Half of the Fortune 500 rely on Sovos. With three billion transactions processed annually, a 400-member partner ecosystem, and a presence spanning the Americas and Europe, we deliver the scale and expertise that complex compliance demands.
Beyond our enterprise offering, the Sovos family of eCommerce brands makes professional-grade compliance accessible to smaller organizations:
TINCheck validates taxpayer identification numbers in real time against IRS, OFAC, and Death Master File data. Monthly plans begin at $19.95 with prepaid and high-volume options available.
eFileMyForms handles eFiling for 1099, W-2, ACA, 1042-S, and CA 592-B forms on a pay-per-form basis — no subscriptions required. Per-form rates drop as low as $1.19 for high-volume orders.
ReportMyUP automates unclaimed property reporting across all 50+ states with NAUPA-compliant outputs and direct eFile capability. Annual plans begin at $299, with a 7-day trial included.
1099Pro is a full-featured cloud platform for 1099, W-2, 1098, and 1042 filing, supporting 15+ form types with built-in TIN validation and corrections. Annual plans start at $449 with no setup fees.
Aatrix delivers W-2 and 1099 eFiling through direct integrations with Sage, NetSuite, Acumatica, and 30+ other platforms. Pricing is per filing with no annual commitment.
All products are backed by Sovos Compliance, LLC.
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Write-Up
Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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