Run a leaner, more
profitable firm with Canopy.
Book a call with Shannel to ditch outdated spreadsheets, manual work, and not knowing the productivity of your team on the fly.






Top Use Cases
Practice Management: All In One Place
Accounting Practice Management Software empowers accounting, bookkeeping, CFOs, and tax firms to streamline their operations, enhance productivity, and foster growth. By integrating various functions such as client management, workflow automation, document management and financial reporting, this software becomes an indispensable tool for modern practices.

Easy To Use For Older Workers

Get Reliable & Fast Support In Minutes

Instantly Know Productivity & Capacity

Consolidate Tech Stack


Testimonials
"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 Prtner
"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 Prtner
"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


Work Smarter
Too Many Clients. Too Much Chaos.
Canopy organizes your entire firm. Client engagement, document management, time & billing, workflows, and data in one clean centralized platform.
Less admin, more revenue, better sleep