Canopy

C tier on Accounting Practice Management SoftwareScore 6.3 · #4 of 28

Android app: Yes
Free plan: No
Runs on: Android, iOS, Web

getcanopy.com

Summary

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.

Who it is for

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.

What is 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.

What to know first

Prices for Standard, Plus, Premium, and Enterprise are not listed.
Enterprise is a custom plan for large firms.

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.

Canopy plans and pricing

All plans

Standard Not published CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments getcanopy.com · 19 Sept 2026

Plus Not published User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting getcanopy.com · 19 Sept 2026

Premium Not published Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights getcanopy.com · 19 Sept 2026

Enterprise Not published Custom plan for large firms getcanopy.com · 19 Sept 2026