Write a Review Insights Blogs

Canopy

Simplify your practice with a firm-wide operating system

Visit website
Write a Review
Unclaimed Profile
Visit website
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.
Canopy
2014
United States
  • Accounting
  • Banking
  • Financial-services
  • Insurance
4 Industries
  • English
1 Language

Screenshot & Video

1/1

LICENSING & DEPLOYMENT

SUPPORT

  • Email
  • Chat
  • 24x7 Support

Knowledge Base

  • Help Guide
  • Video
  • Blog

Canopy Core Features

Accounting

  • 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

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

Canopy Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

Canopy Reviews

No Review
No reviews submitted yet.
Be the first one to review
This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.