Canopy
Canopy is a comprehensive practice management software specifically built for accounting and tax firms.
Our verdict
Who it's for
The #1 practice management software designed for accounting and tax firms.
Who should look elsewhere
Specific pricing details are not publicly available without a demo
Pros
- +Consolidates multiple functions into one platform
- +User-friendly and modern interface
- +Automates client communication and reminders
- +Improves organization and workflow efficiency
- +Provides robust features for tax season management
Cons
- −Specific pricing details are not publicly available without a demo
- −Requires integration into existing firm processes
Key features
- ✓Document management
- ✓Task management
- ✓Billing and invoicing
- ✓Client portal
- ✓Electronic signatures
- ✓Client request reminders
- ✓Time tracking
- ✓IRS letter templates
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| STARTER | $540 | month | Manage Client Intake; Send Proposals; Track work from proposal to re-engagement |
| ESSENTIALS | $792 | month | Manage Client Intake; Send Proposals; Track projects from proposal to re-engagement |
| Client Engagement Platform | $150 | month | Client Portal; Mobile App for Clients & Firm; Connected Email |
| Document Management | $36 | month | Secure File Exchange; Unlimited Document Storage; Unlimited eSignatures |
| Workflow | $32 | month | Projects & Tasks; Automation; Workflow Templates |
| Time & Billing | $22 | month | Generate & Send Invoices; Time Tracking; WIP |