• All-in-one accounting practice management that unifies clients, email, work, documents, time, and billing.
• AI and workflow automation help teams save time and prevent work from falling through the cracks.
• Built for small to enterprise accounting and tax firms needing visibility, collaboration, and control.
• Integrates with Google/Outlook, cloud storage, and more, with API access for custom integrations.

• All-in-one practice management platform built for accounting, tax, and bookkeeping firms.
• Consolidates client portal, document management, workflow, time & billing, payments, and IRS transcripts/notices.
• Includes Canopy AI for automations and smart insights to reduce admin work.
• Modular, mix-and-match pricing with both firm-level and per-user options.

Karbon is an AI-powered accounting practice management platform that centralizes client work, email, tasks, documents, time, and billing in one place. It helps accounting and tax firms automate low-value tasks, standardize processes, improve team collaboration, and gain firm-wide visibility and control. Positioned in the Accounting Practice Management and AI Workflow Automation categories, Karbon connects core practice operations to drive productivity and client service quality.

Canopy is an AI‑enabled accounting practice management platform that unifies client engagement, document management, workflow automation, time & billing, payments, IRS transcripts/notices, and tax resolution in a single, modular system. It solves the fragmentation and administrative overhead common in accounting firms by consolidating firm operations around a secure client portal, connected email, and mobile app—augmented by Canopy AI and Insights dashboards. Category: Accounting Practice Management Software.

• Workflow Automation: Automate repetitive steps, reminders, and data collection so teams focus on high-value client work and reduce manual follow-ups.
• Project & Task Management: Plan, assign, and track jobs across the firm with clear due dates, budgets, and progress to ensure nothing falls through the cracks.
• Integrated Email Management: Embed email directly into workflows to triage, collaborate, and action messages without leaving the platform.
• Client Management & Engagements: Maintain a complete record of client relationships and engagements with a single source of truth for every account.
• Client Portal: Securely share documents, collect information, and communicate with clients to streamline collaboration.
• Document Management: Store, organize, and access files within Karbon, with support for sharing and approvals to speed up delivery.
• Time Tracking & Budgets: Track time against budgets and jobs to monitor profitability and inform billing decisions.
• Billing & Payments: Reconcile time, work, and invoicing in one place to shorten billing cycles and improve cash flow.
• Reporting & Analysis: Use practice intelligence to measure performance, capacity, and efficiency, guiding data-driven decisions.
• AI-powered Assistance (Secure AI & GPT): Accelerate tasks like drafting, summarizing, and automating routine work with AI integrated into core workflows.
• Calendar Integration: Connect Google or Outlook calendars to plan workloads and align schedules with deadlines.
• Integrations & API: Connect email, cloud storage, and ecosystem apps; use the API and developer tools for custom integrations.
• Mobile Apps: iOS and Android apps provide on-the-go access for collaboration and task management.
• Enterprise-grade Security: Built with robust security, privacy, and compliance controls suitable for firms of all sizes.

• Client Portal & Mobile Apps — Provide clients and staff with a branded, secure portal and mobile experience to exchange documents, sign forms, and collaborate without email chaos.
• Document Management with Unlimited eSign — Centralize files with secure exchange, unlimited eSignatures, retention policies, desktop sync/print driver, annotations, and granular folder permissions.
• Workflow Automation — Manage projects and tasks with templates, recurrences, custom statuses, and automation to standardize engagements and reduce manual follow-ups.
• Time & Billing + Payments — Track time and WIP, generate invoices, and collect ACH/card payments with surcharging options to improve cash flow and revenue integrity.
• Engagements & Proposals — Create proposals and engagement letters with built-in eSignature to accelerate client onboarding and define scope up front.
• CRM & Client Management — Maintain accounting‑specific client, contact, and entity records with tagging/segmentation and connected email for a complete interaction history.
• IRS Transcripts & Notices — Pull transcripts and manage notices directly within Canopy to streamline tax resolution workflows.
• Canopy AI — Reduce repetitive work with AI‑assisted automations and insights that help practitioners prioritize tasks and surface key information.
• Insights Dashboards — Monitor firm health with pre-built dashboards covering utilization, capacity, profitability, and operational KPIs.
• Access Controls & Secure Links — Apply role-based permissions and share secure links with clients who prefer not to log in, balancing security with convenience.

• Small, mid-sized, and enterprise accounting firms seeking unified practice management.
• Tax firms managing high-volume seasonal workflows and client document collection.
• Client Accounting Services (CAS) and advisory teams standardizing recurring work.
• Operations and practice managers who need capacity, visibility, and process control.
• PE-backed firm groups and M&A-focused networks consolidating tooling across practices.
• Partners and engagement leaders looking to improve collaboration and client delivery.

Canopy is an AI‑enabled accounting practice management platform that unifies client engagement, document management, workflow automation, time & billing, payments, IRS transcripts/notices, and tax resolution in a single, modular system. It solves the fragmentation and administrative overhead common in accounting firms by consolidating firm operations around a secure client portal, connected email, and mobile app—augmented by Canopy AI and Insights dashboards. Category: Accounting Practice Management Software.

• Standardizing tax, bookkeeping, and audit workflows with automated reminders and task handoffs.
• Centralizing client communications by linking emails, notes, and documents directly to jobs.
• Capacity planning and resource management using unified job and time data.
• Client onboarding with templated engagements, data requests, and due date scheduling.
• Time tracking, budget monitoring, and billing to improve utilization and profitability.
• Secure document sharing and e-signatures to accelerate approvals and reduce back-and-forth.
• Practice analytics to identify bottlenecks, track SLAs, and guide staffing decisions.
• Integrating the accounting tech stack to eliminate duplicate data entry and manual reconciliation.

• Centralizing client collaboration with a branded portal, secure links, and unlimited eSignatures.
• Standardizing tax and bookkeeping workflows using templates, automation, and recurring tasks.
• Accelerating billing with integrated time tracking, WIP, invoicing, and online payments.
• Managing IRS transcripts and notices inside the same system to speed tax resolution.
• Gaining operational visibility through pre-built dashboards for utilization and capacity planning.

Team

$59/month, per user, paid annually Or $79/month per user, paid monthly

The essential workflow and collaboration tools for small accounting firms.

• Integrated Email
• Team Collaboration Tools
• Workflow and To-Do Lists
• Time Tracking & Budget Reporting
• Billing & Payments

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Business

$89/month, per user, paid annually Or $99/month per user, paid monthly

Workflow automation and integrations to increase efficiency and visibility for growing practices.

• Includes everything in Team, plus:
• Automatic Client Reminders
• Task Automation
• Industry Integrations

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Enterprise

Custom Pricing

Collaboration, security and reporting tools for large accounting firms.

Includes everything in Team and Business, plus:

• Enterprise Platform
• Dedicated Karbon Contact
• Customization
• Unlimited Usage Limits

• $150 per month — for unlimited users
  Includes: Client Portal; Mobile App for Clients & Firm; Connected Email; @mentions; CRM; Engagements & Proposals with eSignature; Client Requests; Questionnaires & Organizers; Custom Roles (PRO); Custom Reports & Formulas (PRO).
• $36 per user/per month — for Document Management
  Includes: Secure File Exchange; Unlimited Document Storage; Unlimited eSignatures; Retention Policies; Customizable Folder Permissions; Native File Annotations; Firm Workpaper Storage; Desktop Sync & Print Driver.
• $31 per user/per month — for Workflow
  Includes: Projects & Tasks; Automation; Workflow Templates; Recurrences; Custom Statuses; Roles for Task Assignment (PRO); Custom Reports & Formulas (PRO); Staff Utilization Report (PRO); Capacity Planning Report (PRO).
• $22 per user/per month — for Time & Billing
  Includes: Generate & Send Invoices; Time Tracking; WIP; Collect Card & ACH Payments; Surcharging; Pre-Built Reports; Profitability Report (PRO); Custom Reports & Formulas (PRO).
• $50 per user, per month — for Tax Resolution (annual billing)
  Includes: Transcripts and Notices.
• $50 per user, per month — for Transcripts & Notices (annual contract)
• $100 per collections case — add-on pricing.
• $1.25 per KBA credit — add-on pricing for knowledge-based authentication.