Canopy
Accounting practice management software that assists with document, client, tax, payment, billing and proposal management processes.
What is Canopy?
Canopy helps small accounting firms manage client relationships, documents, and tax workflows in one place. Its most used by finance and admin teams in small businesses, especially in accounting and education. Users highlight the secure client portal and document storage as standout features. Pricing complexity and limited QuickBooks Desktop integration are common drawbacks. Canopy recently added eSignature templates and new automation tools.
Features
Pricing
Starting at:
USD 150/per month
Free Trial Available
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