Top Sites>CCanopy | #1 Practice Management Software for Accounting & Tax Firms

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# Canopy

> Canopy is all-in-one practice management software for accounting, tax, and bookkeeping firms. The platform unifies CRM, document management, client portal, workflow, time and billing, and AI-powered automation in a single system of record so firms can consolidate their tech stack and run an autonomous practice.

Canopy is built for tax and accounting professionals — CPAs, EAs, bookkeepers, and advisory firms. It is trusted by 15,000+ practitioners and processes 250,000+ invoices per month with 6M+ files securely stored.

Key facts:
- Company: Canopy Tax, Inc. (also referred to as "Canopy" or "Get Canopy")
- Headquarters: Draper, Utah, USA
- Product: Cloud-based accounting practice management software (SaaS)
- Primary audience: Tax firms, accounting firms, bookkeeping firms, advisory firms
- Free Demo: https://www.getcanopy.com/lp/demo/
- Interactive Tour: https://www.getcanopy.com/interactive-tour
- Pricing: https://www.getcanopy.com/pricing

## Product

- [Canopy Practice Management Suite](https://www.getcanopy.com/all-in-one-accounting-practice-management-software): Overview of every module in the suite — built around Client Management as the foundation.
- [Canopy AI](https://www.getcanopy.com/ai): AI features that generate client checklists, summarize email threads, draft replies, and auto-fill forms with known client data.
- [CRM — Client Relationship Management](https://www.getcanopy.com/crm): Centralized client database with contacts, notes, tasks, and engagement history.
- [Client Communication](https://www.getcanopy.com/client-communication): Secure client portal, messaging, eSignature, and request workflows that replace email back-and-forth.
- [Client Onboarding](https://www.getcanopy.com/client-onboarding-software-for-accountants): Automated intake, organizers, and engagement letters for new clients.
- [Internal Collaboration](https://www.getcanopy.com/internal-collaboration): Team task management, assignments, and visibility for accounting staff.
- [Time and Billing](https://www.getcanopy.com/time-and-billing): Time tracking, invoicing, payments, and accounts-receivable management built for firms.
- [Time and Expense Management](https://www.getcanopy.com/time-and-billing/time-and-expense-management): Granular time entry and expense tracking that flows directly into invoices.
- [Secure Document Storage](https://www.getcanopy.com/document-management/document-storage): Encrypted document management with client folders, version history, and OCR.
- [Canopy Bookkeeping](https://www.getcanopy.com/canopy-bookkeeping): Bookkeeping module integrated with the rest of the Canopy suite.

## Solutions

- [All-in-One Practice Management](https://www.getcanopy.com/all-in-one-accounting-practice-management-software): How firms run their entire operation in one platform.
- [Reduce Tech Stack](https://www.getcanopy.com/reduce-tech-stack-for-accounting-firm): Replace 10+ disconnected tools with a single system.
- [Foundation for Advisory](https://www.getcanopy.com/foundational-tech-for-advisory-firms): Tech stack for firms moving from compliance to advisory services.
- [Your Autonomous Firm](https://www.getcanopy.com/automation-tools-for-accounting-firms): Automation playbook for high-leverage firm operations.
- [Firm System of Record](https://www.getcanopy.com/accounting-firm-system-of-record): Why client and engagement data should live in one platform.

## Who We Serve

- [Tax Firms](https://www.getcanopy.com/tax-firms): Workflow, document collection, and client management built around tax season.
- [Advisory Firms](https://www.getcanopy.com/advisory-firms): Client lifecycle and engagement tooling for advisory-led firms.

## Why Canopy

- [Switch to Canopy](https://www.getcanopy.com/why-canopy): Migration story, comparisons, and switching support.
- [Pricing](https://www.getcanopy.com/pricing): Transparent per-module pricing.
- [Interactive Tour](https://www.getcanopy.com/interactive-tour): Self-guided product walkthrough.
- [Get a Demo](https://www.getcanopy.com/lp/demo/): Book a personalized demo.

## Resources

- [Resource Center](https://www.getcanopy.com/resources/): Hub for all educational content.
- [Blog](https://www.getcanopy.com/blog/): Articles on practice management, tax, accounting, and firm growth.
- [Webinars](https://www.getcanopy.com/resources/webinars/): On-demand webinars for accounting professionals.
- [eBooks & Guides](https://www.getcanopy.com/resources/ebooks/): Downloadable long-form guides.
- [Customer Stories](https://www.getcanopy.com/resources/customer-stories/): Firm case studies and outcomes.
- [Podcasts](https://www.getcanopy.com/resources/podcasts/): Conversations with firm owners and industry experts.
- [Press Room](https://www.getcanopy.com/resources/press-room/): Official Canopy announcements and press releases.
- [Events](https://www.getcanopy.com/events/): Upcoming Canopy events and conferences.
- [Partners](https://www.getcanopy.com/partners/): Partner program and integrations directory.

## Optional

- [Privacy Policy](https://www.getcanopy.com/privacy-policy/)
- [Terms of Service](https://www.getcanopy.com/terms-of-service/)
- [Supplemental Terms — Payments](https://www.getcanopy.com/supplemental-terms/)
- [Google Data Use Disclosure](https://www.getcanopy.com/google-disclosure/)