Canopy
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
Resources
Tools & Technology: Stop Tool-Hopping: See what's new at Canopy (Plus $75)
FeaturedCanopy has released massive updates to give you a truly all-in-one experience and consolidate your tech stack.
Webinars: PE Deals In Accounting: Valuations, Structure, Tradeoffs
In this webinar, you’ll hear from firm leaders and industry experts who will share real-world insight into how firms are evaluated, how deals are structured, and the tradeoffs owners should understand before pursuing outside investment.
Webinars: 2026 individual Tax Updates Every Firm Needs To Know
Tax laws change every year, and keeping up can be challenging...even for the most experienced professionals.
Education & CPE: The Guide to Updates for Tax Season
With the new tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need?
EBook: A complete guide to finding and attracting the ideal clients
This eBook will guide you in choosing an accounting niche and understanding your ideal client profile.