Canopy
Canopy is an all-in-one practice management software designed to streamline operations, enhance client engagement, and boost productivity for accounting firms of all sizes. With a modular pricing structure, firms can start with the Client Engagement Platform and add on features like Document Management, Workflow, and Time & Billing to create a customized solution that fits their needs.
Key Features:
- Client Engagement Platform – Secure client portal, CRM, custom branding, and engagement tools.
- Document Management – Unlimited storage, secure file sharing, eSignatures, and retention policies.
- Workflow Automation – Task management, templates, automation, and custom statuses.
- Time & Billing – Invoicing, time tracking, payment collection, and financial reporting.
- Tax Resolution – Integrated transcripts, notices, and collection case management.
- Scalable Pricing – Modular structure to fit small and growing firms.
Best for:
- Small accounting firms looking for an all-in-one solution.
- Growing firms needing modular scalability.
- Tax professionals managing client documents securely.
- Teams seeking workflow automation and task management.
- Firms wanting a seamless client communication platform.
- Businesses looking to integrate time tracking with billing.
- Accountants prioritizing security and compliance.
Price: Starting at $150/month (billed annually) with modular add-ons available.
Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.