www.getcanopy.com Open in urlscan Pro
2606:2c40::c73c:671c  Public Scan

Submitted URL: https://canopyr.com/
Effective URL: https://www.getcanopy.com/
Submission: On July 17 via api from US — Scanned from DE

Form analysis 5 forms found in the DOM

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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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  <div class="hs_email hs-email hs-fieldtype-text field hs-form-field"><label id="label-email-da703e4d-8152-453a-897a-ef02f0fbb9c0_4564" class="" placeholder="Enter your Email"
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  <div class="hs_gclid hs-gclid hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-gclid-da703e4d-8152-453a-897a-ef02f0fbb9c0_4564" class="" placeholder="Enter your gclid"
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="gclid" class="hs-input" type="hidden" value=""></div>
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  <div class="hs_fbclid hs-fbclid hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-fbclid-da703e4d-8152-453a-897a-ef02f0fbb9c0_4564" class="" placeholder="Enter your fbclid"
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="msclkid" class="hs-input" type="hidden" value=""></div>
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  <div class="hs_gacid hs-gacid hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-gacid-da703e4d-8152-453a-897a-ef02f0fbb9c0_4564" class="" placeholder="Enter your gacid"
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="gacid" class="hs-input" type="hidden" value=""></div>
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="utm_campaign" class="hs-input" type="hidden" value=""></div>
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="utm_medium" class="hs-input" type="hidden" value=""></div>
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    <legend class="hs-field-desc" style="display: none;"></legend>
    <div class="input"><input name="utm_term" class="hs-input" type="hidden" value=""></div>
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  <div class="hs_utm_content hs-utm_content hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_content-da703e4d-8152-453a-897a-ef02f0fbb9c0_4564" class="" placeholder="Enter your utm_content"
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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    <legend class="hs-field-desc" style="display: none;"></legend>
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  <div class="hs_submit hs-submit">
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PRACTICE MANAGEMENT

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HIGHLIGHTED FEATURES

What we mean when we call Canopy “all-in-one”.

Canopy AI Don’t waste brainpower on tasks that shouldn’t need it.
Insights Keep a pulse on the health of your firm.
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Client Portal Because clients need a one-stop-shop too.
Engagements & Proposals So much more than just a letter, document, or quote.
Payments Getting paid should not be difficult. Period.
eSignatures Simple & unlimited document signing for accountants.
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Practice Optimization Solving the supply & demand problem with tech.
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ACCOUNTING PRACTICE MANAGEMENT SOFTWARE

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What does Canopy do?


WE’RE YOUR FIRM-WIDE OPERATING SYSTEM

Do the same amount of work you have today, with the talent you have, but in less
time, with less stress, and while creating better client experiences. It might
sound like a joke to you, but it’s no laughing matter to us.

CLIENT ENGAGEMENT

Clients today expect a smooth, digital, and professional experience. So give it
to them!

DOCUMENT MANAGEMENT

Going paperless helps the environment and your sanity. It’s more secure and more
sustainable.

WORKFLOW

Great workflows allow you to be smooth and chaos-free. We always say, if it’s
not flowing, it’s not working.

TIME & BILLING

“Time is money” they say. So keep better track of both: track time, send
invoices, & collect payments-all flexibly.

ENGAGEMENTS & PROPOSALS

Outline and deliver expectations to clients and prospects in a way that’s both
time-saving and professional.

INSIGHTS

Dive deeper into your data with a tool that saves time and includes (the thing
nobody can stop talking about) AI.

“

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the
pandemic hit. 3+ years later, I can’t imagine my practice without Canopy. The
interface is super user-friendly, there are many options providing the user with
a more personalized approach.”

Sandeep B./Canopy Customer

“

“Canopy is worth every penny. I love that everything is all in one place. I use
the letter templates to respond to IRS letters and they make my life so much
easier. I also really love the client request feature that automatically reminds
my client that I am waiting on something.”

Jessie B./President

“

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love
that it’s continually updated and improved upon. Suggestions are actually
considered and implemented which shows that they really care about providing the
best product.”

Erica S./Payroll Manager

“

“The organization is hard to beat across softwares. The ability to bring
document management, task management, and billing under one roof is hard to find
elsewhere.”

Michael B./Monotelo Advisors Financial Services

“

“Canopy is our new best friend. From a customer experience perspective, this is
one of the best in class products. Canopy has a very modern interface and came
in at a fraction of the price of the software I was already using at a national
firm.”

Austin M./Principal

“

“We love Canopy! Robust software with essential features that help our tax
season go smoother, like client portal, electronic signatures and the awesome
and easy retrieval of clients’ tax transcripts.”

Licia V./Canopy Customer

“

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the
pandemic hit. 3+ years later, I can’t imagine my practice without Canopy. The
interface is super user-friendly, there are many options providing the user with
a more personalized approach.”

Sandeep B./Canopy Customer

“

“Canopy is worth every penny. I love that everything is all in one place. I use
the letter templates to respond to IRS letters and they make my life so much
easier. I also really love the client request feature that automatically reminds
my client that I am waiting on something.”

Jessie B./President

“

“I’ve had nothing but good experiences with Canopy. It’s easy to use and I love
that it’s continually updated and improved upon. Suggestions are actually
considered and implemented which shows that they really care about providing the
best product.”

Erica S./Payroll Manager

“

“The organization is hard to beat across softwares. The ability to bring
document management, task management, and billing under one roof is hard to find
elsewhere.”

Michael B./Monotelo Advisors Financial Services

“

“Canopy is our new best friend. From a customer experience perspective, this is
one of the best in class products. Canopy has a very modern interface and came
in at a fraction of the price of the software I was already using at a national
firm.”

Austin M./Principal

“

“We love Canopy! Robust software with essential features that help our tax
season go smoother, like client portal, electronic signatures and the awesome
and easy retrieval of clients’ tax transcripts.”

Licia V./Canopy Customer

“

“Canopy is the perfect solution for CPAs. I purchased Canopy in 2019 just as the
pandemic hit. 3+ years later, I can’t imagine my practice without Canopy. The
interface is super user-friendly, there are many options providing the user with
a more personalized approach.”

Sandeep B./Canopy Customer

“

“Canopy is worth every penny. I love that everything is all in one place. I use
the letter templates to respond to IRS letters and they make my life so much
easier. I also really love the client request feature that automatically reminds
my client that I am waiting on something.”

Jessie B./President

ACCOUNTING PRACTICE MANAGEMENT


CANOPY PRACTICE MANAGEMENT SUITE

Practice management software should bring together all of your practice’s
mission-critical functions in one place. Our suite—like your tax, accountancy,
or bookkeeping firm—is built around your clients, with Client Management as the
foundation. From there, Canopy lets you pick and choose from our other modules,
depending on what works best for you and your firm.
Learn More

CANOPY AI


DOES THE FIRM OF YOUR DREAMS USE AI?

Canopy does, along with any other future-forward technology that makes
accountants' jobs (and lives) easier. See how AI and Canopy can help you create
the firm of your dreams.

 

 

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