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Practice management for accounting firms
Canopy is tax practice management software offering practice management and tax resolution software for accounting and tax firms. Founded in 2014 and based in Draper, Utah, USA, Canopy helps accounting and tax firms managing clients work more efficiently and achieve better outcomes.
Canopy is built for accounting and tax firms managing clients. It suits teams that want client and document management without spreadsheets and disconnected tools.
Compared with alternatives like TaxDome, Canopy differentiates on client and document management. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Canopy for growing teams. Contact for a quote.
Advanced Canopy for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| client and document management | , | |
| tax resolution tools | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| workflow and billing | , | |
| client portal | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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