Canopy
softwareAbout
Modular cloud-based practice management software for accounting and tax firms with AI-enhanced modules for workflow, document management, time & billing, and client engagement.
Overview
Modular practice management platform ideal for mid-sized tax firms, especially strong in tax resolution.
Pros
- +Modular pricing lets firms pay only for features they need
- +Free plan available with client engagement and document management
- +Strong tax resolution and IRS notice tools
- +AI assistant for email drafting and data insights
- +Client portal with mobile app
Cons
- -Complex modular pricing can be confusing
- -Monthly billing only available for subscriptions $250+
- -Some modules feel disconnected from each other
Integrations
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Details
Pricing
Model
freemium
Platforms
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