What is Canopy?
Canopy connects accounting practice administration and client collaboration.
Who is Canopy for?
Teams evaluating Canopy for accounting practice & tax software workflows, particularly practice workflows and client records. Check the edition and intended deployment before selecting a package.
Canopy features
The core capabilities to consider for your workflow.
- Practice workflows
- Client records
- Document management
Canopy pricing
Check current plans
Confirm the required users, deployment, capabilities and contract scope with the vendor. Budget implementation, migration, integrations, support and connected services separately.
Calculate the cost of your quote →Free access & evaluation
Confirm current free, trial and paid access for the exact product and deployment. A demonstration or limited trial does not establish ongoing free production use.
Before you choose Canopy
Is the task practice administration, accounts production, audit working papers or jurisdiction-specific tax preparation?
Which tax periods, jurisdictions, client entities, reviewer roles and accounting connections are supported?
Explore related software
Canopy FAQs
Does Canopy have a free plan?
Confirm current free, trial and paid access for the exact product and deployment. A demonstration or limited trial does not establish ongoing free production use.
Who is Canopy for?
Teams evaluating Canopy for accounting practice & tax software workflows, particularly practice workflows and client records. Check the edition and intended deployment before selecting a package.
What should I compare before buying?
Check the tier that contains your essential features, confirm plan limits and compare the total quote with your own expected usage.