Canopy is award-winning, cloud-native accounting practice management software engineered to serve as the firm-wide operating system for CPA, tax, and bookkeeping practices. Built to eliminate the friction and security risks of running a firm across disconnected tools, Canopy centralizes client management (CRM), secure document storage, workflow automation, time and billing, engagements, and tax resolution into one platform with one login.

Key Differentiators & Core Capabilities

Rather than forcing teams to piece together separate applications, Canopy provides a unified workspace where every engagement, task, and client interaction connects to a single source of truth.

Firm-Wide AI Capabilities: Canopy Coworker serves as an everywhere AI assistant that summarizes complex documents, extracts insights, and drafts client communications. Canopy Notetaker captures and transcribes client calls, automatically converting conversations into organized notes and tasks attached directly to the client file.
Unified Client Experience: A customizable client portal acts as your firm’s digital front door. It combines proposal generation, eSignatures, custom onboarding questionnaires (Smart Intake), and secure file sharing in a single location.
Practice Management & Capacity Planning: Firm leaders gain complete operational visibility through customizable workflow templates, real-time capacity tracking, and firm analytics via Canopy Insights.
Native Tax Resolution & Transcripts: Built-in tools allow tax professionals to retrieve IRS transcripts, track notices, and execute resolution workflows directly inside their practice management system.

By uniting operational data and administrative workflows into a single cloud-native system, Canopy enables practices of all sizes to increase capacity, eliminate administrative overhead, and build a scalable, autonomous firm. Learn more at getcanopy.com.

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