Tech riderRev. 19 Sept 2026
- 1Runs onAndroid, iOS, Web
- 2CostsNot stated by the maker
- 3Client portalYes
- 4Workflow automationYes
- 5Time trackingYes
- 6Billing and invoicingYes
- 7Document managementYes
- 8Deadline trackingYes
7 lines stated Written from the maker's own pages: getcanopy.com
Overview
Canopy is ranked #6 of 28 in accounting practice management software on Specifiction. It runs on Android, iOS, Web.
Canopy plans and pricing
All plansStandard Not published CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments getcanopy.com · 19 Sept 2026
Plus Not published User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting getcanopy.com · 19 Sept 2026
Premium Not published Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights getcanopy.com · 19 Sept 2026
Compared on accounting practice management software
- Free plan
- Yesgetcanopy.com
- Client portal
- Yesgetcanopy.com
- Workflow automation
- Yesgetcanopy.com
- Time tracking
- Yesgetcanopy.com
- Billing and invoicing
- Yesgetcanopy.com
- Document management
- Yesgetcanopy.com
- Deadline tracking
- Yesgetcanopy.com
- Staff capacity planning
- Yesgetcanopy.com
Company
- Founded
- 2014getcanopy.com · 23 Sept 2026
- Headquarters
- Draper, Utah, United Statesgetcanopy.com · 23 Sept 2026
Best Canopy alternatives
See all 20 All accessCh 01 Nomi Free trialAndroidiOS from £0.30/mo7.2 All accessCh 02 FYI Free trialiOSMac from A$30/mo7.1 All accessCh 03 KashFlow Free trialAndroidAPI from £8.08/mo7.0 All accessCh 04 TaxDome AndroidiOS from $66.67/mo6.9 All accessCh 05 Financial Cents Free trialWeb from $19/mo6.7 All accessCh 07 CCH Axcess Practice AndroidiOS 6.6
Where it ranks on Specifiction
Is Canopy yours?
Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.
Sources
- getcanopy.com/accounting-client-portal/· checked 23 Sept 2026
- getcanopy.com/pricing/· checked 19 Sept 2026