• 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.

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.

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.

• 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.

• Modular architecture lets firms adopt only the components they need and scale over time.
• Secure client portal with mobile apps consolidates communication, eSignatures, and file exchange.
• Robust document management with unlimited eSignatures and retention policies reduces risk and admin overhead.
• Built-in payments and invoicing shorten billing cycles and improve cash collection.
• Pre-built dashboards and AI capabilities help leaders monitor utilization, capacity, and profitability.

• Key analytics and role features are labeled PRO in several modules, meaning important capabilities may require higher tiers.
• Module-by-module and per-user pricing can become complex to budget for as teams grow.
• Annual contracts apply to some modules (e.g., Transcripts & Notices, Tax Resolution), reducing flexibility for short-term needs.
• Knowledge-based authentication (KBA) incurs per-credit fees, adding incremental cost to certain eSignature workflows.
• Implementing a firm-wide operating system may involve a meaningful setup and change-management effort.