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Simplify your practice with a firm-wide operating system

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
Industries
  • Accounting
  • Banking
  • Financial-services
  • Insurance
Licensing & Deployment
Support
  • Email
  • Chat
  • 24x7 Support
Knowledge Base
  • Help Guide
  • Video
  • Blog

Canopy Core Features

Focus of Accounting Feature
  • 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
Focus of Accounting Practice Management Feature
  • 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

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