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Canopy

Canopy

Accounting Practice Software

1.1K ratings
42 reviews
💼 Business
📊 Productivity
Free

Details

  • Released
  • Updated
  • April 5, 2019
  • October 6, 2026

Features

Developer

Canopy Tax
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About

Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.

✓Client communication and information access
✓Mobile file management and annotation
✓Workflow automation and task management
✓Time tracking and client requests
✓Invoice review and payment processing
✓Mobile security with multi-factor authentication
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What users say

Summarized from real user reviews of Canopy. Based on 1.1K reviews and a 4.8/5 average, it highlights the 4 positives and 4 negatives reviewers mention most about this Business app.

Positive things

  • 👍Good companion app
  • 🚀Fantastic client management app
  • 🔒Secure client portal
  • 💡Excellent addition to practice management platform

Negative things

  • 🐛Latest update broke tasks
  • 🔍Limited app capabilities
  • 🔍Client list issues
  • 🔍Handy but not helpful for workflow
See all reviews
+1

What's New in Canopy

2026.10.1

October 6, 2026

Bug fixes and optimizations

User reviews

Most RecentHighest RatedLowest Rated

Best Accounting CRM

Canopy does it all. Don’t wait if you are growing a practice. Get it now.
digitalCPAdigitalCPA

Good

Good
Chito CatChito Cat

Love!

Efficient and amazing tool! Workflow is beautiful and it helps save my staff and I countless hours with its automations!
StPierreAcctStPierreAcct

Good companion app

Canopy fixed the ‘Active Work’ bug so I’m happy with that.

Other than that, this is a good companion app for your firm management. I call it companion because it doesn’t sport all the features the web version does. It’d be awesome if more features could be added to bring the experiences closer together. Sending questionnaires and signature requests to clients through the app is my top request. Creating invoices and sending would be a nice touch as well. Overall, happy with the app, but there is small room to improve on missing features so 4*.
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StBaumyStBaumy

Response from developer

We're sorry this happened. We fixed it with the latest 2.22.0 release that went out yesterday. Please update and let us know if you still see issues. Thanks for your understanding.

The best tool ever

Canopy has more than you think and is the best I love it .
Mia 223Mia 223
See 37 more reviews

Developer apps

Canopy Client Portal
Canopy Client Portal

Secure client interactions

💰 Finance

(24K)

Free
See developer apps

User experience

🐞

Reported Bugs

2 issues

Active Work bug

Bug

Blank screen issue when using default filter

Bug
✨

Requested Features

5 requests

Ability to send questionnaires and signature requests to clients through the app

Feature

Creating invoices and sending through the app

Feature

Ability to see task comments on the mobile app

Feature

Ability to run reports, submit time, access billing, etc. from the app

Feature

Sortable tasks by date, client, or status, and a notification center for client updates

Feature

FAQ

What does the Canopy app do?

The Canopy app is a mobile extension of its cloud-based practice management suite for accounting professionals. It allows users to manage their firm and clients from anywhere, providing access to client information, files, project management tools, time tracking, and billing features.

What are the key features of the Canopy app?

Key features include staying connected with clients and their work, mobile access to files for review and annotation, managing client projects with workflow automation, tracking time, sending client requests, and processing payments. It also offers robust mobile security.

Is Canopy free to use?

Canopy is a comprehensive practice management suite. While the mobile app provides access to its features, the full functionality is part of a paid service. Specific pricing details and subscription tiers are available through their official channels.

What kind of security does the Canopy app offer?

The app is built with security for mobile users in mind. It includes multi-factor authentication, encryption, and touch or face identification for secure access. Users can also manage devices and revoke access remotely.

Who is the target audience for Canopy?

Canopy is designed for accounting professionals and firms looking to streamline their operations. It helps them build and manage their practice more efficiently, offering tools for client engagement, document management, workflow, time and billing, and tax resolution.