Canopy
Upsmart your accounting firm with Canopy
Ranked #4 in Accounting practice management software with a client portal, and on 1 more ranking.
Canopy is an all-in-one practice management software designed for accounting and tax firms. It helps accountants build an autonomous firm by consolidating mission-critical functions into a single platform.
At a glance
| Best for | Accounting and tax firms |
From Canopy's own website.
Company facts
| Social profiles | LinkedIn, Facebook, Instagram, YouTube |
Facilities and features
Its website also mentions:
- Published pricing
- API
- Integrations
- Mobile app
What stands out
The product manages clients, documents, billing, intake, and communication from a single login.
“Manage clients, documents, billing, intake, and communication from a single login.”Canopy, own website
Canopy Coworker automates busywork and workflows to save hours of time.
“And now with Canopy Coworker, our Everywhere AI, you can automate (see also: offload) busywork and workflows,”Canopy, own website
Worth knowing
The Enterprise plan may not be suitable for firms smaller than 200 people.
“Unless you are a 200 person firm this might not be for you.”Canopy, own website
How it ranks
Canopy is ranked 4th of 10 in Accounting practice management software with a client portal (Lister Score 92.0) and 4th of 10 in Best accounting practice management software (Lister Score 94.0).
#4 in Accounting practice management software with a client portal · Lister Score 92.0
Includes Canopy Coworker AI to automate busywork and workflows across the firm.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 16.
“SCHEDULE DEMO ACCOUNTING PRACTICE MANAGEMENT Canopy Practice Management Suite Practice management software should bring together all of your practice’s mission-critical functions in one place.”Canopy, own website
“$74 user/month billed annually STANDARD PLAN: • CRM and client management • Document management and eSign • Client portal and secure messaging”Canopy, own website
| Rank | Accounting practice management software with a client portal | Score |
|---|---|---|
| 1 | Financial Cents | 96.0 |
| 2 | Karbon | 96.0 |
| 3 | Pixie | 94.0 |
| 4 | Canopy | 92.0 |
| 5 | Truss | 92.0 |
| 6 | XBert | 92.0 |
| 7 | Senta | 90.0 |
| 8 | Money | 82.0 |
| 9 | Simba Computersysteme | 82.0 |
| 10 | Domínio Sistemas | 78.0 |
#4 in Best accounting practice management software · Lister Score 94.0
Manages clients, documents, billing, intake, and communication from a single login.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 18; buying information on its own site 16.
“All-in-one practice management software SCHEDULE DEMO ACCOUNTING PRACTICE MANAGEMENT Canopy Practice Management Suite”Canopy, own website
| Rank | Best accounting practice management software | Score |
|---|---|---|
| 1 | Financial Cents | 96.0 |
| 2 | Nomi | 96.0 |
| 3 | Accounting Seed | 94.0 |
| 4 | Canopy | 94.0 |
| 5 | FreeAgent | 94.0 |
| 6 | XBert | 92.0 |
| 7 | capium | 86.0 |
| 8 | IRIS | 84.0 |
| 9 | Money | 82.0 |
| 10 | SnelStart | 78.0 |
Frequently asked questions
How does Canopy rank on Lister?
Canopy is ranked 4th of 10 in Accounting practice management software with a client portal (Lister Score 92.0) and 4th of 10 in Best accounting practice management software (Lister Score 94.0).