Canopy
Canopy is accounting practice software with a client portal for managing communication, documents, work and billing.
What Canopy is
Canopy is accounting practice software with a client portal for managing communication, documents, work and billing. Its tools include secure messaging, document management with eSign, invoicing and payments, time tracking, and deadline tracking. Automated and recurring task workflows help firms organize work, while staff capacity planning supports forecasting. Canopy offers four plans. Standard includes CRM and client management, document handling, the client portal, workflows, invoicing and payments. Plus adds user roles, greater client intake capacity, advanced task views and filters, capacity planning, and custom reports. Premium includes advanced workflows, billing scenarios, and reporting. Enterprise is a custom plan for large firms. Canopy has a free plan and is listed as freemium; prices for the named plans are not provided. The service is available on Android, iOS, and web. Canopy was founded in 2014 and is headquartered in Draper, Utah.
Good
- Free plan is available.
- Client portal includes secure messaging.
- Automates recurring task workflows.
- Includes time tracking and deadline tracking.
- Staff capacity planning and forecasting are available.
Watch out
- Prices for Standard, Plus, Premium, and Enterprise are not listed.
- Enterprise is a custom plan for large firms.
Who it suits
Canopy suits accounting firms that need client communication, document management, billing, and task workflows in one service. Its capacity-planning tools may also suit firms coordinating staff workloads.
Verdict
Canopy combines client-facing tools with practice workflows, billing, and capacity planning. Its free plan provides a way to start, but plan prices are not specified here.
Plans and prices
From Canopy's own pricing page, checked 19 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | Priced on request | CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments |
| Plus | Priced on request | User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting |
| Premium | Priced on request | Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights |
| Enterprise | Priced on request | Custom plan for large firms |
The facts
Each one read from Canopy's own pages, with the date it was checked.
The company
- Founded
- 2014checked 23 Sep 2026
- Headquarters
- Draper, Utah, United Stateschecked 23 Sep 2026
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