Overview
Product Information on Canopy Practice Management Suite
Updated 13th October 2025
What is Canopy Practice Management Suite?
Canopy Practice Management Suite Pricing
Overall experience with Canopy Practice Management Suite
TAX ADVISOR
<50M USD, BankingFAVORABLE
“Managing Workflow Effortlessly with Canopy: Highlights and Hurdles”
After searching for a while to find a practice management suite (and using some that did not meet our standards), we found Canopy. Canopy, right off the bat, gave us the items we were most looking for: Project/task tracking, pre-assignments, and time tracking. Since we started with the product, Canopy's features have exploded. They also always listen to suggestions & recommendations to make the product better.
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CRITICAL
About Company
Company Description
Canopy is a software company specializing in creating accounting practice management solutions. The company offers a product suite that encompasses comprehensive features, including customer relationship management (CRM) and task automation, to streamline accounting practices. Canopy's standout feature is its Transcripts tool, which allows users to pull IRS transcripts swiftly, often in two minutes or less. The primary aim of Canopy is to enhance the operational efficiency of accounting and tax professionals through its software solutions.
Company Details
Company type
Private
Year Founded
2014
Head office location
Draper, United States
Number of employees
51 - 200
Website
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- TAX ADVISOR<50M USDBankingReview Source
Managing Workflow Effortlessly with Canopy: Highlights and Hurdles
After searching for a while to find a practice management suite (and using some that did not meet our standards), we found Canopy. Canopy, right off the bat, gave us the items we were most looking for: Project/task tracking, pre-assignments, and time tracking. Since we started with the product, Canopy's features have exploded. They also always listen to suggestions & recommendations to make the product better.
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