Canopy is ranked #8 of 28 in accounting practice management software on The Geeks Club. It runs on Android, iOS, Web.
Canopy plans and pricing
All plansStandard Not published CRM and client management · Document management and eSign · Client portal and secure messaging · Automated and recurring task workflows · Invoicing and payments getcanopy.com · 19 Sept 2026
Plus Not published User roles and access controls · More client intake capacity · Advanced task views and filters · Capacity planning and forecasting · Custom reporting getcanopy.com · 19 Sept 2026
Premium Not published Advanced workflows and automation · Advanced billing scenarios · Deep reporting and insights getcanopy.com · 19 Sept 2026
Compared on accounting practice management software
- Free plan
- Yes
- Client portal
- Yes
- Workflow automation
- Yes
- Time tracking
- Yes
- Billing and invoicing
- Yes
- Document management
- Yes
- Deadline tracking
- Yes
- Staff capacity planning
- Yes
