Canopy Software

Canopy is accounting practice management software. It is a cloud-based accounting practice management software that includes CRM, document management, a client portal app, workflow, payments, time management, and billing. Canopy software enables the user to log in and gain a complete, aggregated view of everything that is happening at the user's firm and with each client. It is a better time management and practice management system. as an easy way for clients to securely share files with users

Canopy Software Feature

Client Administration

Canopy's centralized system makes it simple to store, organize, and work on documents, as well as share them with clients (if desired) and use e-signatures if necessary.

Assistant for the Desktop

Easily import and export files from Canopy. The desktop assistant connects the Canopy cloud to your non-cloud files, apps, and programs.


Canopy is based on safe, industry-leading technology such as Amazon Web Services. As an added precaution, it regularly backs up databases. Users can easily download and save any file they want to back up locally.

Built-in Timers

Canopy includes timers that make it simple to track time by client and project. It ensures that everything connects easily to the clients and workflow users who are already on Canopy.

Task and Subtask Time Budgets

Canopy ensures that users can create time budgets for tasks and subtasks and that the workflow and time & billing solutions work in tandem.

Integration with Quickbooks Online (QBO)

Canopy can integrate with Quickbooks online income accounts, matching them with service items and invoices you've created in Canopy. 

Customizable Invoices

Canopy allows users to add their logo and customize it however they see fit, such as rolling up multiple line items into a single line item, showing line items separately or grouped by service items, and showing or hiding specific columns.

Task Administration

Canopy allows you to add, assign, and share internal team members; set timelines; track statuses; and much more. Assign a client's record, add internal team members, set deadlines, and monitor progress.

Canopy Pricing

Canopy provides various modules. Module Workflow is $30 per month per user, Module Time & Billing is $24 per month per user, Module Transcripts & Notices is $33 per month per user, and Client Management is $2.50 per client, per year. All of these deals require annual billing. 

Canopy Demo

In order to get a special Canopy demo from Software Finder, click on the ‘Get the Demo’ button on the top.

Canopy Reviews

Canopy has a large number of clients who are interested in technology. Canopy project management, according to users, was very simple to set up and use. It saved a lot of time and space for filing and provided a secure upload area for clients. The interface is simple to use, and the customer service is excellent.

Our Thoughts

Canopy is a simple practice management system. It enables users to manage secure file exchange, automate client onboarding, and track client communications.

Canopy Software Features


Access Controls/Permissions


Budget Management


Data Import/Export


Employee Management


Milestone Tracking


Planning Tools


Strategic Planning


Task Management


Visual Workflow Management


Workflow Management


Process Modeling & Designing


Real Time Reporting


Timeline Management


Activity Tracking


Remote Support

Frequently Asked Questions (FAQs)

Does Canopy offer an API?

The software does include an API utility.

Does Canopy support mobile devices?

Canopy is compatible with Android, iPhone, and iPad devices.

How do you use Canopy?

You can learn to use Canopy software through the available support options, which include the knowledge base, phone, chat, FAQs/forum, 24/7 live representative, and email/help desk.

How does Canopy work?

Canopy streamlines a company’s operations and provides a connected client experience through workflow management, document management, time and billing features, payments, CRM, a client portal, and other practice management tools.

Is Canopy a CRM?

Yes, the software offers a robust CRM feature.

What is Canopy used for?

Canopy is a cloud-based practice management software system for accounting professionals.

What languages does Canopy support?

Canopy supports the English language only.

What types of pricing plans does Canopy offer?

Click on ‘Get Pricing’ button above to get a custom quote for Canopy.

Canopy Software Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

Canopy Software reviews

There are no reviews for this product.

Call us at

(661) 384-7070

Call us at

(661) 384-7070