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
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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.
What changed on this listing
Dated changes to what Canopy is: prices, integrations, features, regions. Since September 2026. All directory changes.
- Sept 2026: plans published. Checked by The Firm.
- 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.
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