# Canopy | #1 Practice Management Software for Accounting & Tax Firms > Markdown mirror of DialtoneApp's public top-site detail page for `getcanopy.com`. URL: https://dialtoneapp.com/top-sites/getcanopy.com/index.md Canonical HTML: https://dialtoneapp.com/top-sites/getcanopy.com ## Summary - Domain: `getcanopy.com` - Website: https://getcanopy.com - Description: ai readable | score 16 | purchase read only - Label: ai_readable - Payment surface: Not available - Purchase boundary: read_only - Control boundary: unknown - Rank: 529135 ## robots ~~~text Crawl-delay: 10 # Get Canopy additions Disallow: /xmlrpc.php Disallow: /wp-login.php Disallow: /?s= Disallow: /search/ Disallow: /*?replytocom= Disallow: /*?utm_ Disallow: /*?gclid= Disallow: /*?fbclid= # AI / LLM discovery # llms.txt: https://www.getcanopy.com/llms.txt # START YOAST BLOCK # --------------------------- User-agent: * Disallow: Sitemap: https://www.getcanopy.com/sitemap_index.xml # --------------------------- # END YOAST BLOCK ~~~ ## llms ~~~text # 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/) ~~~ ## llms-full Not found.