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Practice management

Canopy

Canopy is practice management software for accounting and bookkeeping firms. Canopy is a cloud-native practice management platform that integrates core functions for accounting firms. Available in United States.

For Accounting firms

Last checked
3 September 2026

Plans

As published by the vendor, checked 3 September 2026. Confirm current plans on the vendor's pricing page.

Plan Price Unit Notes
Standard US$74 per user per month billed annually
Plus US$109 per user per month billed annually
Premium US$149 per user per month billed annually
Enterprise Contact us custom customized plan

Canopy is a practice management software that consolidates various functions such as document management, client communication, and billing into a single platform. It is designed to eliminate the need for multiple disconnected tools, allowing firms to manage their operations more efficiently.

The platform includes features like a client portal, automated workflows, and AI capabilities to enhance productivity. Canopy is tailored for accounting, CPA, tax, and bookkeeping firms, providing a comprehensive solution to streamline their processes.

Compiled by The Firm from the vendor's website, checked 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

  • Automated workflows
  • Time tracking
  • Invoicing and payments

Built for

Accounting firms

From firms

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Common questions

Canopy, answered

What is Canopy?
Canopy is practice management software for accounting and bookkeeping firms. Canopy is a cloud-native practice management platform that integrates core functions for accounting firms. Available in United States.
Where is Canopy available?
Canopy is listed as available in United States. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
Who is Canopy for?
Canopy is built for Accounting firms. It is practice management software, listed on The Firm's practice shelf.
Changes

What changed on this listing

Dated changes to what Canopy is: prices, integrations, features, regions. Since September 2026. All directory changes.

  1. Sept 2026: plans published. Checked by The Firm.
  2. Sept 2026: added integration: Karbon. Checked by The Firm.

Is this your product?

This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.

Alternatives in Practice management

Other practice management tools in the directory, in the directory's usual order. Listing is not a ranking.

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