Pros
- Continuing updates and improvements
- Intuitive interface
- Tax resolution assistance
About Canopy
Canopy is a practice management software for accounting firms. The solution helps your team stay organized through productivity tools, workflow, document management, CRM, and communication tracking. This includes task-based time tracking, productivity dashboards, and in-app timers.
Client portals help you stay in sync with your clients by allowing you to share invoices, requests, files, payments, and electronic signatures. The software also helps automate recurring payments and save client payment details on file for an increased processing rate.
The tax resolution portion of Canopy helps you get clients back on track with the IRS via notices, transcripts, collections, and more.
Video Overview
Canopy Features
- CRM and Client Portal
- Document Management
- Time and Billing
- Audit Log and Permissioning
- Workflow Management
- Reporting
- Payments
- Notices
- Penalty Abatement
- Transcripts
- Smart Eligibility Guides
- Collections
- Security
- Integrations
- Data Management
Canopy Pricing
The cost of Canopy starts at $89/month, paid annually. All verisons include unlimited users. The pricing model is dependent on the number of contacts you’ll need to store. There is a $199 implementation fee. There is a free trial available. There is a free version available.
Product Overview
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