What is Canopy?
Canopy offers a comprehensive Practice Management Suite tailored for accountants, adapting to modern needs beyond calculators and old practices. It integrates vital functions like Client Management, Document Management, Workflow, Payments, Time & Billing, and more in a unified system.
Canopy Payments accelerates payment collection via the Client Portal. Compliance solutions include Transcripts & Notices and Tax Resolution for efficient case handling.
Canopy emphasizes data security with SOC-2-compliant measures. The suite enhances decision-making through Insights, providing data-driven perspectives. Its mobile app empowers flexible working, supporting tasks like accessing client data, managing files, tasks, and invoices, processing payments, tracking time, and even Siri integration.
Modular customization allows firms to build their management platform gradually, starting with Client Management.
Canopy responds to modern accounting demands with an adaptable, integrated, and secure solution.
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Starting at · Subscription
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