Canopy Information

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.