Canopy

Canopy is practice management software for accounting firms covering workflow, document management, time and billing, payments, reporting, a client portal and tax resolution, positioned as a firm system of record with an AI Coworker.

Tax resolution with transcripts and notices is the capability that distinguishes Canopy in this category and it addresses genuinely specialised work. A practice representing clients before the IRS needs to pull transcripts, track notices and manage the resolution process, and general practice management software has nothing for any of it, so firms doing that work run a second system or a spreadsheet.

Real-time return status tracking through one portal and one login is the client-facing counterpart. The most common question any tax practice receives is where a return has got to, and every instance of that question is an interruption during the busiest weeks of the year. A portal that answers it removes a genuine cost rather than a theoretical one.

Engagements and proposals sit at the front of the workflow, which matters because scope disputes originate there rather than at delivery. Close automation, tax workflow automation, e-signatures, client onboarding and an AI notetaker complete the platform. Standard is 74 dollars a month, Plus is 109 dollars a month as the most popular tier accelerating automation, and Premium at 149 dollars a month is listed as coming soon.