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Accounting practice management software with client engagement, workflow, and tax resolution.

Pricing

From $35 per user/month

Founded

2014

Team size

250-500 employees

Headquarters

Lehi, UT

Product Preview

Canopy preview

Preview from getcanopy.com

At a glance

Best for

Solo / freelancer, Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Per seat

Integrates with

Google CalendarMicrosoft CalendarGoogle SSOMicrosoft Azure AD / Microsoft Entra ID

Security

SOC 2GDPR

About Canopy

Accounting practice management software with client engagement, workflow, and tax resolution.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2GDPR

SLA uptime target: 99.9%

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Per seat

Free trial: Not specified

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Solo / freelancerStartup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections