Canopy Description

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Pricing

Pricing Starts At:
$50.00/month
Pricing Information:
Starting price $89.00/month for unlimited users
Free Version:
Yes
Free Trial:
Yes
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Integrations

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Reviews - 2 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
Canopy
Year Founded:
2013
Headquarters:
United States
Website:
www.getcanopy.com
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Media

Play Video e-signature Organize your team Payment Tracking Canopy Screenshot 4 Secure File exchange Canopy Screenshot 6

Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Live Training (Online)
Customer Support
Live Rep (24/7)
Online Support

Canopy Features and Options

Accounting Practice Management Software

Canopy is a highly acclaimed, comprehensive software solution tailored for accounting practice management, aimed at empowering accountants to create self-sufficient firms. Functioning as a centralized operating system for the entire firm, Canopy addresses the challenges and security concerns associated with managing a practice through disparate tools by integrating client relationship management (CRM), document handling, workflow automation, time tracking and billing, engagement management, and proposal generation into a single, cloud-based platform accessible with just one login. The core feature of this platform is Canopy Coworker, an advanced AI specifically designed for accounting processes that assists by drafting client correspondence, condensing intricate documents, and streamlining administrative responsibilities. By unifying all essential practice functions within one system, Canopy equips CPA, tax, and bookkeeping firms with the comprehensive insight and organization necessary for growth, enhanced productivity, and a focus on delivering high-value services to clients. For further details, visit getcanopy.com.

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Software

Canopy is a highly acclaimed, comprehensive tax practice management solution designed specifically for tax professionals, accountants, and CPA firms looking to operate independently. This innovative software aims to streamline operations during peak tax seasons and eliminate data fragmentation by integrating client relationship management (CRM), secure document collection, workflow automation, and billing into a single, user-friendly, cloud-based platform accessible with just one login. Tax teams benefit from features that allow them to retrieve IRS transcripts, monitor notifications, and carry out tax resolution processes seamlessly while managing daily communications with clients. Central to this software is Canopy Coworker, an AI tool that enhances productivity by simplifying complex document summaries and drafting messages, thus reducing the administrative burden on the firm. Discover more at getcanopy.com.

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Software

Canopy is an award-winning comprehensive solution for accounting practice management, specifically designed to empower CPA, bookkeeping, and accounting firms in creating a self-sufficient practice. Functioning as an integrated operating system for the entire firm, Canopy addresses the challenges and security concerns associated with utilizing multiple disconnected tools by consolidating client management (CRM), document storage, workflow automation, time tracking and billing, proposals, and client engagements into a single, modern, cloud-based platform that requires just one login. At its core is Canopy Coworker, an omnipresent AI assistant that streamlines accounting processes, crafts client communications, and provides actionable insights throughout your practice, ultimately minimizing daily administrative burdens. Discover more at getcanopy.com.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Trust Accounting Software

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Canopy User Reviews

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  • Name: Ted Z.
    Job Title: Accounting Officer
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Time saver and reliable tax resolution

    Date: Mar 08 2021

    Summary: To anyone who regularly deals with IRS, Canopy is a time saver and offers great tax utility features for organizing client tax information.

    Positive: By just entering the taxpayer's information and clicking the refresh button i am able to pull transcripts through the IRS website at once.

    Negative: I appreciate everything about Canopy and i really count on it on every day basis.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Principal Consultant
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Solid Client Portal

    Date: Feb 21 2022

    Summary: Overall Canopy is a solid accounting technology offering that I use with many of my clients for the purposes of file sharing.

    Positive: I really like the client portal functionality and haven’t found another option that’s as useful as Canopy’s.

    Negative: I’ve been unable to get the tax transcript functionality to work whatsoever.

    Read More...
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