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Canopy

accountingPractice management
What it does
Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing. (from the vendor's site)
Website
https://www.getcanopy.com/
Pricing
Standard $74, Plus $109, Premium $149 per user/month billed annually; client portal from $34 credit/client. (checked on official site, Oct 15, 2026) · pricing page
Integrations
Mentioned on official site: Excel, QuickBooks, Xero, FreshBooks, Google Sheets, Outlook, Gmail, Slack, Salesforce, Zapier
Best for
Accounting firms wanting practice management with a client portal. (from the vendor's site)
Checked
Site loaded (HTTP 200) and pricing page checked on 2026-10-15. Not hands-on tested.
Source
https://www.getcanopy.com/

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