• 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.

• 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.

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.

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.

• 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.

• 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.

• 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.

• Intuitive, accounting-focused workflows unify email, tasks, clients, and documents.
• Automation and templates reduce manual admin and standardize processes across teams.
• Robust visibility into work, capacity, deadlines, and budgets improves planning.
• Secure AI features accelerate drafting, summarizing, and routine task execution.
• Strong ecosystem with calendar, storage, and communication integrations plus an API.
• Premium implementation, training, and support options help teams onboard successfully.

• Comprehensive feature set can present a learning curve and require structured onboarding.
• Configuring advanced automations, templates, and reporting may take time and internal ownership.
• Maximizing value depends on broad team adoption and process standardization, which can require change management.

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

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

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