Overview

About Canopy

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.

At a glance

Software information

Industries served, licensing and the support Canopy provides.

Industries

Accounting
Banking
Financial-services
Insurance

Licensing

Proprietary
Quote Based

Support

Email
Live Chat
24x7 Support

Knowledge Base

Help Guide
Video
Blog

Languages (1)

English

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Capabilities

Canopy features

The full feature set, grouped by module.

Accounting Software

Accounts Payable
Bank Reconciliation
Billing & Invoicing
Budgeting and Forecasting
Expense Tracking
Financial Reporting
Fixed Asset Management
Fund Accounting
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management Software

Billing & Invoicing
Budgeting
Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Reporting & Analytics
Staff Management
Task Management
Time Tracking
Workflow Management

Plans

Canopy pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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