Accounting practice management software

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the pandemic hit. 3+ years later, I can’t imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach.”

Sandeep B./Canopy Customer

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Jessie B./President

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love that it’s continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.”

Erica S./Payroll Manager

“The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere.”

Michael B./Monotelo Advisors Financial Services

“Canopy is our new best friend. From a customer experience perspective, this is one of the best in class products. Canopy has a very modern interface and came in at a fraction of the price of the software I was already using at a national firm.”

Austin M./Principal

“We love Canopy! Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients’ tax transcripts.”

Licia V./Canopy Customer

“Canopy is worth every penny. I love that everything is all in one place. I use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.”

Jessie B./President