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Canopy

From $74Visit site (opens in a new tab)

Accounting practice management. Its own site says: β€œCanopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.”

Paid from: Standard $74/user/mo billed annuallyFree tier: noLast verified 2026-10-13Site check: live

Source: vendor pricing page. Prices change; confirm on the vendor site.

Where Canopy ranks

Ranked in 4 TaskRanking use cases.

Rank 3Accounting firm workflowAccounting FirmsRank 3Practice management for accounting firmsFinance & AccountingRank 4Professional tax preparation for CPA firmsAccounting FirmsRank 5Client portal and document collection for firmsAccounting Firms
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