Canopy

Canopy is accounting practice software with a client portal for communication, documents, work, and billing. Its listed tools include secure messaging, document management with eSign, invoicing and payments, time tracking, and deadline tracking. Automated and recurring workflows organize tasks, while staff capacity planning supports forecasting. Standard includes CRM and client management, document tools, the portal, workflows, invoicing, and payments. Plus adds user roles and access controls, more client intake capacity, advanced task views and filters, capacity planning and forecasting, and custom reporting. Premium adds advanced workflows and automation, advanced billing scenarios, and deeper reporting and insights. Enterprise is a custom plan for large firms. The service runs on Android, iOS, and web. Canopy was founded in 2014 and is headquartered in Draper, Utah, United States. Its listed capabilities cover client management, document handling, workflow automation, billing, and planning within one accounting-practice system.

Canopy suits accounting firms managing client communication, documents, deadlines, billing, and recurring work. Larger firms can consider its custom Enterprise plan.