Canopy

TL;DR

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.

What is Canopy

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.

Key Features

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.

Who is Canopy for?

Key Use Cases & Applications

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.

Pros

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.

Cons

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.

Pricing Info

$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.

FAQs

Does Canopy include a mobile app for clients and staff?

Yes. Canopy provides mobile apps for both clients and firm staff, enabling secure document exchange, messaging, and task collaboration on the go.

Can I buy only certain modules, or is it an all-or-nothing suite?

Canopy is modular. You can mix and match components such as Document Management, Workflow, Time & Billing, Transcripts & Notices, and Tax Resolution based on your firm’s needs.

How does Canopy handle eSignatures and KBA?

Canopy supports unlimited eSignatures within its Document Management module. Knowledge-based authentication (KBA), when required, is billed per credit.

Is there a free plan or free trial available?

The pricing page does not list a free plan or free trial. Canopy offers a guided demo to evaluate the platform.

Does Canopy offer dashboards and reporting for firm performance?

Yes. Insights provides pre-built dashboards for utilization, capacity, profitability, and operational KPIs, with additional PRO-level reporting options in certain modules.

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