Company intelligence
Canopy
The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.
About Canopy
Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.
Verified activity
Signals from Canopy
6 published signals
Presence & Recognition
Canopy is starting Season 4 of the Canopy Practice Success Podcast with a five-part mini series featuring Lera Kooper.
Reported by Canopy
Products & Services
Canopy's firm marketing framework was tested by Ryan Lazanis, CPA, who saw his site drop from 50,000 monthly visits to 15,000 in about 30 days.
Reported by Canopy
Research & Knowledge
Canopy's accountant in residence Luke Frye, CPA published a blog post for PICPA CPA Now discussing AI conversations in accounting and the importance of practices using AI well.
Reported by Canopy
Presence & Recognition
Canopy announced that Luke Frye, CPA will host the new season dropping.
Reported by Canopy
Presence & Recognition
Canopy hosted Luke Frye on the Practice Success podcast.
Reported by Luke Frye, CPA
Presence & Recognition
Canopy is hosting a live webinar on September 10, 2026, featuring a live webinar on the Tech Stack for Your Client Experience with questions and an open Q&A.
Reported by Canopy