Canopy

South Jordan, Utah, USA · ≈290 employees · getcanopy.com

Canopy is an accounting practice management software company based in South Jordan, Utah. Founded in 2014, it offers an all-in-one, cloud-based platform designed to help accounting firms streamline client management, workflows, and billing. The company focuses on empowering firms to enhance their operations through a unified platform that integrates various essential features. Canopy's core product is its award-winning Practice Management Software, which includes tools for client management, CRM, document management, workflow management, time and billing, and project engagements. The platform is accessible on both Android and iOS devices and supports yearly subscription plans. Canopy primarily serves accounting firms and tax professionals, aiming to modernize their operations and improve efficiency in managing their practices.

Information Technology & Services

Also: accounting software · tax resolution · practice management · irs transcripts · irs notices · smart client intake · automated engagement management · ai workflow automation · document management with auto classification · global communication inbox · billing · payments recurring invoicing

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Canopy

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