Canopy is the all-in-one practice management platform top-rated on G2 in both Tax Practice Management and Accounting Practice Management. It's built for U.S. CPA, tax, bookkeeping, advisory, and multi-service accounting firms of all sizes. Canopy consolidates CRM, workflow, document management, month-end close automation, time and billing, client portal, and AI into one platform with one login — replacing the disconnected stack of point solutions most firms cobble together over time.
Where most practice management tools are strong in one area and shallow in others, Canopy is purpose-built to serve as a firm's entire operating system. Client relationships, engagements, deadlines, documents, communication, and payments all live in one place, giving every person in the firm a single source of truth from onboarding through billing.
With good, better, best pricing, firms can start with what they need today and add capabilities as they grow — without switching platforms, retraining staff, or migrating client data to a new system.