Canopy

Overview

Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing. Founded in 2014 by Kurt Avarell, a Wall Street tax attorney, the platform was designed specifically for accounting and tax firms to streamline their entire practice workflow.

Features

• Time & Billing: Track billable and non-billable hours, generate invoices, and collect payments faster
• IRS Transcript Retrieval: Access to IRS transcripts, forms, and resolution tools directly within the platform
• Client Portal: Secure document sharing and client communication
• Workflow Automation: Automate repetitive tasks and standardize processes
• Document Management: Centralized storage and organization of client documents
• CRM Functionality: Manage client relationships and engagement
• Tax Resolution: Specialized tools for tax resolution work
• Invoice Management: Send one-time and recurring invoices, including future-scheduled invoices
• Payment Integration: Integrated billing and payment options
• AI-Enhanced Features: Automate repetitive tasks with AI capabilities
• QuickBooks Online Integration: Seamless connection with accounting software
• Mobile App: Access your practice on the go
• Reporting: Track billable hours, revenue, and firm performance

2026 Tax Season Support

For Client Engagement license holders, Canopy provides unlimited Engagement Client Credits through the 2026 tax season with no workflow interruptions.

Target Market

Particularly well-suited for small to mid-sized accounting and tax firms handling tax resolution work.

Pricing

Entry plan starts at $150 per month with an annual contract, which is below the average SMB budget of $450 per month for accounting software.

Awards & Recognition

• Rated highly for ease of use and client portal functionality
• Popular among firms needing IRS transcript retrieval and tax resolution capabilities