Cloud-based accounting practice management software combining time tracking, billing, CRM, document management, client portal, workflow automation, and tax resolution tools specifically designed for accounting and tax firms.
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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.
For Client Engagement license holders, Canopy provides unlimited Engagement Client Credits through the 2026 tax season with no workflow interruptions.
Particularly well-suited for small to mid-sized accounting and tax firms handling tax resolution work.
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.