Canopy

Canopy is a cloud-based practice management software brand serving accounting, tax, bookkeeping, and advisory firms. Its platform brings core firm operations together in one system, helping teams manage client relationships, documents, communications, workflows, and billing without relying on disconnected applications. Firms can choose modules to suit their needs, including CRM, client portals, onboarding, document management, e-signatures, engagement proposals, time and billing, payments, reporting, capacity planning, and mobile access. Canopy also offers tools for tax resolution, transcripts and notices, bookkeeping close automation, and tax workflow automation.

Designed for solo practitioners and small, mid-size, and large firms, Canopy aims to help teams improve visibility, stay organized, and scale their operations. Its AI-enhanced features support tasks such as summarizing client histories and drafting communications. Canopy Coworker is presented as an AI assistant intended to coordinate workflows, recommend next steps, and automate selected busywork within the platform. The company describes its approach as giving accounting professionals more time to focus on client relationships and higher-value work, rather than replacing their teams.