Project Management

Hit every deadline with automated workflows, synchronized calendars, shared client communication, and automated file chasing.

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Time and Billing

Track your time on projects, auto-populate detailed invoices, and receive payments all from one place.

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Document Management

Protect, manage, and exchange files with bank-level security and drag-and-drop simplicity.

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Client Management

Categorize your contacts, get a 360° view of all your clients, and safely share information through a portal.

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Work from anywhere,
stay connected with your clients.

Entirely cloud-based, Canopy allows you to run your practice from any device, wherever there’s a wifi connection. Your clients can seamlessly connect with you on any device using the Client Portal app. With an app for you and an app for them, managing your practice has never been easier. It’s the end of costly hardware, maintenance, and IT resources.

  • Automatic updates
  • Secure storage
  • Tax professional mobile app
  • Client portal mobile app


Tax and Accounting Professional
iOS App        Android App


Client Portal
iOS App        Android App
canopy-app-work-anywhere (1)
“The time we have been able to save with Canopy’s features is priceless, and their support is second to none! Never have I been able to get answers to my questions so quickly.”
Accounting Today
2018 Best New Product
accounting today
practice advisor

Take it for
a test drive.

See what’s possible with Canopy.

Common questions

How much file storage do I get with Canopy?

Canopy offers unlimited file storage with no restrictions on file size or type.

Do I have to manually create the same tasks multiple times?

No, you can create custom templates and set up recurring tasks to accelerate and automate your processes.

What email providers does Canopy integrate with?

Canopy integrates with Google, Microsoft Exchange, Office 365, Outlook, Yahoo, AOL, Comcast, and other IMAP providers.