South Jordan, UT
2014
Upper Mid-Size (201-500 employees)
Canopy Practice Management is an all-in-one accounting practice management platform that helps tax, accounting, bookkeeping, and advisory firms coordinate client work, automate administrative processes, and manage firm operations from a shared system of record. It connects CRM, client and contact records, workflow, documents, communications, engagements, time, billing, payments, reporting, and embedded AI so teams can reduce app switching and maintain context across the full client lifecycle.
Key capabilities include:
— Client and firm management: Centralized client records, customizable fields and permissions, connected email and calendars, firm messaging, role-based access, mobile apps, and dashboards that provide visibility into work, capacity, utilization, realization, profitability, and revenue.
— Workflow automation: Tasks and subtasks, recurring work, automated dates and notifications, role-based assignments, checklists, Kanban views, bulk assignments, time and dollar budgets, workload planning, and approval processes.
— Engagement management: Tools for building proposals and engagement letters, collecting eSignatures and payment methods, standardizing service packages, and automatically creating related tasks and invoices when work is accepted.
— Document management and eSignatures: Secure document storage and sharing, client requests, folder-level permissions, retention rules, reusable eSignature templates, AI-assisted document naming and signature-field placement, and desktop access through Canopy Virtual Drive.
— Client collaboration: A branded client portal where clients can upload files, respond to requests, sign documents, review invoices, make payments, and communicate securely through web or mobile.
— Time, billing, and payments: Connected time entries, expenses, work in progress, retainers, recurring invoices, group billing, payment collection, automated reminders, and firm reporting that help move completed work into revenue without rekeying information.
— Tax workflow support: Intake, document requests, tax-workflow coordination, client communication, IRS transcripts, notices, form automation, and return delivery, while allowing firms to continue using their existing tax preparation software.
— Embedded AI: AI-assisted questionnaires, meeting notes, document organization, intake workflows, eSignature preparation, and the Canopy Coworker execution layer, with permissions and governance designed for sensitive accounting data.
Canopy is best suited to firms seeking to consolidate multiple point solutions, standardize repeatable work, improve client responsiveness, and scale operational control without rebuilding their technology stack as they grow.
All Firm Sizes
Managing Partner / Firm Owner, Director of Operations, Practice Manager, Operations Manager; Technology Director / IT Lead
Tiered Pricing
Phone; Email; Live Chat
Not Provided
$74/user/month billed annually
Explore accounting practice management insights, product guidance, industry trends, and practical strategies to help your firm work more efficiently, serve clients better, and grow with confidence.
See how accounting firms use Canopy to streamline workflows, improve client experiences, increase team productivity, and build more scalable practices.
Connect Canopy to other apps and make your accounting work easier, boost your productivity, enhance your staff and client experiences, and unlock the possibilities for your firm.
Take an interactive, self-guided tour to see how Canopy helps you upsmart your workflows, scale client onboarding, and optimize your entire accounting firm in one platform.
Director of Operations and People, SMD Consulting & Accounting
IT Accounting Systems Consultant and Senior Staff Accountant, Accountability Services
Managing Shareholder, Harvest Accounting Firm
Canopy can consolidate CRM, workflow, document management, client portal, engagements, time and billing, payments, communications, and reporting, while continuing to work alongside specialized tax and accounting systems.
Every plan includes the core practice management suite, with higher tiers adding deeper automation, controls, capacity planning, and reporting.
The tiered plans support firms ranging from small practices organizing core operations to large firms needing advanced workflows, reporting, permissions, and tailored enterprise deployment.
No. It manages the work around tax preparation, including intake, documents, workflow, client communication, billing, and delivery, while the tax engine handles return calculation and filing.
Canopy provides implementation support, data migration resources, workspace setup guidance, training, a knowledge base, in-app guidance, and Canopy University.
Canopy supports accounting, tax, email, calendar, productivity, automation, and government-data connections, including QuickBooks Online, Microsoft 365, Outlook, Gmail, Zapier, IRS transcripts, and several tax applications.
A branded portal supports secure file exchange, requests, messages, eSignatures, invoices, payments, and mobile access tied to the client record.
AI assists with intake, questionnaires, meeting notes, document naming, eSignature setup, tax workflows, and authorized task execution inside the platform.
SOC 2 Type II compliance, encryption, multifactor authentication, role-based permissions, audit logs, and supported single sign-on options.
Canopy offers demos and firms can arrange a trial of the practice management platform before committing.
