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Canopy

by Canopy

Practice management for accountants.

4.5(400)Tax
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Reviewed by the Softwares.com Editorial Team · Last updated June 2026 · How we rate

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Key facts

Vendor
Canopy
Pricing
Subscription — From $40/user/mo
Free tier
Free trial (15 days)
Platforms
Web
Best for
Accounting Firms, Tax Firms
Editor rating
4.5 / 5
Founded
2014
Headquarters
Lehi, UT, USA

What is Canopy?

Canopy is a tax tool from Canopy. Canopy is practice management for accounting and tax firms — client management, workflow, and billing.

Canopy uses subscription pricing with a 15-day free trial. From $40/user/mo.

It's best suited to accounting-firms, tax-firms and runs on Web.

Standout strengths include modern ux, client portal, workflow automation. Worth weighing: module pricing.

Canopy pricing

Essentials
$40/user/mo
Get Essentials

Pros

  • Modern UX
  • Client portal
  • Workflow automation

Cons

  • Module pricing

Canopy vs alternatives

See all Canopy alternatives →

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Frequently asked questions

What is Canopy?

Canopy is practice management for accounting and tax firms — client management, workflow, and billing.

How much does Canopy cost?

Canopy is subscription-priced. Paid plans start at $40/user/mo.

Does Canopy have a free trial?

Yes — Canopy offers a 15-day free trial.

What platforms does Canopy support?

Canopy is available on Web.