Canopy
All-in-one practice management platform for accounting and tax firms, unifying client management, workflow, documents, billing, and communication in a single system.
What is Canopy?
Canopy is a cloud-based practice management suite purpose-built for accounting, tax, and bookkeeping firms. It brings together every core operational function — CRM, workflow automation, document management, client portal, time tracking, and billing — into one connected platform so client data flows freely across the entire firm without manual re-entry or tab-switching. The platform is modular, letting firms pick the components they need, and is anchored by Canopy Coworker, an embedded AI layer (coming soon) that autonomously executes tasks, drafts communications, monitors workloads, and surfaces actionable recommendations across the firm.
Compare with Alternatives
| Feature | Canopy | Soraban | Tributi | SpotDraft |
|---|---|---|---|---|
| Rating | 0.0 | 0.0 | 0.0 | 0.0 |
| Pricing | Paid | Paid | Paid | Paid |
| Starting From | — | — | — | — |
| API | — | — | — | — |
| Free Tier | — | — | — | — |
| Mobile App | — | — | — | — |
Who is it for
Tax Firm Operations
Tax firms use Canopy to manage client intake, track return status, retrieve IRS transcripts, send automated client reminders, and handle billing — all within a single login.
Bookkeeping Practice Management
Bookkeeping teams streamline monthly close cycles with GL sync, bulk client requests, and automated task creation tied to recurring engagements.
Client Communication & Engagement
Firms manage proposals, engagement letters, eSignatures, and ongoing client communication through the portal, reducing back-and-forth email chains.
Workflow Standardization & Scaling
Growing firms use standardized workflow templates and automation rules to onboard more clients without adding administrative overhead or headcount.
Advisory Services Delivery
Accountants transitioning to advisory use Canopy's reporting and monitoring tools to surface financial insights, catch issues early, and consult clients proactively.