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.

Canopy belongs to the Accounting Practice Management, Tax Practice Management, Benefits Administration, Billing and Invoicing, Document Management, Employee Engagement, Human Resources, IT Management, IoT, Law Practice Management, Learning Management System, Loan Servicing, Microlearning, Mobile Device Management, Mobile Learning, Project Accounting, Project Management, Remote Monitoring and Management, Remote Work, Sales Forecasting category.

Canopy offers features such as Billing & Invoicing, Client Management, Client Portal, Document Management, Due Date Tracking, Project Management, Task Management, Time Tracking, Workflow Management, Status Tracking, Tax Forms, Compliance Management, Employee Database, Payroll Management, Self Service Portal, Billing Portal, Contact Database, Customizable Invoices, Invoice Processing, Mobile Payments, Payment Processing, Tax Calculation, Time & Expense Tracking, Access Controls/Permissions, Collaboration Tools, Data Import/Export, Document Generation, Document Storage, Electronic Signature, File Sharing, Search/Filter, Secure Data Storage, Performance Management, Applicant Tracking, Benefits Management, Employee Management, Onboarding, Time & Attendance, Time Off Management, Alerts/Notifications, Dashboard, Real-Time Notifications, Remote Access/Control, API, Asset Tracking, Monitoring, Real-Time Monitoring, Third-Party Integrations, Contact Management, Expense Tracking, Assessment Management, Asynchronous Learning, Course Management, Course Tracking, Learner Portal, Learning Paths/Tracks, Mobile Learning, Progress Tracking, Tests/Assessments, Accounting, Loan Portfolio Management, Reporting/Analytics, Content Library, Configuration Management, Endpoint Management, Security Management, Software Management, Activity Dashboard, Calendar Management, Multiple Projects, Prioritization, Project Planning/Scheduling, Reporting/Project Tracking, For MSPs, Communication Management, Meeting Management, Forecasting.

Yes, Canopy offers a free trial.