Canopy

Canopy is a cloud-based practice management platform with a modular structure — firms can subscribe to individual modules for client management, document management, workflow automation, time and billing, and tax resolution, or use them all together.

The modular approach lets firms start with the features they need and add capabilities as the practice grows, rather than paying for a monolithic system upfront. Each module integrates with the others, so client data, documents, and time entries flow between them without duplicate entry.

Canopy’s tax resolution module is a notable differentiator. It includes IRS transcript pulls, notice tracking, resolution case management, and penalty abatement tools — features not typically found in general practice management platforms. Firms with a tax resolution practice or those that handle IRS representation work find this module particularly useful.

The platform integrates with QuickBooks Online, Xero, and common tax preparation software. It is best suited for small to mid-sized US accounting and tax firms, especially those that want to adopt practice management incrementally rather than all at once.