Project Management

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

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productivity

Time and Billing

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

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finance

Document Management

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

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document-management

Client Management

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

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crm
Mobile

Work from anywhere.

Canopy’s mobile app allows you to work from anywhere. Whether you’re at your desk or on-the-go you can review, share and upload files or get up to speed on your clients.

Canopy Mobile App Solo

 
Canopy is available on all Apple and Android devices.
Get the iOS appGet the Android app
“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
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accounting today
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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.