Canopy

Practice management and client portal for accounting firms.

Canopy is a practice management and client portal platform built for accounting and tax professionals, providing a unified system for managing client relationships, document collection, workflow tracking, billing, and communication. It uses AI to reduce the manual overhead that accounting firms face in areas like document requests, status tracking, and client follow-up — work that is high-volume and repetitive but essential to running an efficient practice. Canopy targets small to mid-sized accounting and tax firms that need a purpose-built alternative to generic project management tools, with features designed around the specific workflows of tax preparation, bookkeeping, and advisory services. It differentiates through its combination of client-facing portal capabilities and internal practice management tooling in a single platform.

Compliance

GDPR SOC 2

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Key Features

Client portal: Provides a branded, secure portal where clients can upload documents, sign forms, and communicate with their accountant, reducing the back-and-forth that slows document collection.
Workflow automation: Manages recurring accounting and tax workflows with task templates, status tracking, and automated reminders so nothing falls through the cracks during busy periods.
AI-assisted document handling: Uses AI to assist with organizing and processing incoming client documents, reducing the manual sorting and review work that document-heavy tax engagements require.
Billing and invoicing: Includes time tracking, billing, and invoicing tools integrated with client and project records, consolidating practice financials alongside operational workflows.
Client communication tools: Centralizes client messaging within the platform so communications are linked to the relevant client file and accessible to the whole team.
E-signature integration: Supports electronic signatures on engagement letters, tax forms, and other documents, eliminating the need for a separate e-signature tool.

Use Cases

For small and mid-sized tax and accounting firms managing busy seasons: A firm handling hundreds of individual tax returns during tax season uses Canopy to automate document collection requests, track which clients have responded, and manage the workflow of each return from intake to filing.
For accounting firms wanting to professionalize their client experience: A growing firm replaces email-based document exchange and spreadsheet tracking with Canopy’s client portal and workflow tools, presenting a more polished experience to clients while reducing internal administrative work.

Pricing MODELS

Saas subscription

Pricing Summary

Canopy uses a per-user subscription model priced at approximately $400–$500 per user per month. Pricing details are available directly from the company, and the final cost varies based on the modules selected and team size.