Canopy

Name: Canopy
Availability: InStock
Rating: 4.679999828338623 (148 reviews)
Author: Canopy Tax

Canopy Tax

4.7

148 reviews

10K+

Downloads

Everyone

About this app

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand.

Stay in touch with clients
Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go.

Take files anywhere
Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go.

Manage your work
Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips.

Get paid faster
Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split.

Security built for mobile
Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly.

About Canopy
Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.

Updated on

Dec 12, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

No data shared with third parties

Learn more about how developers declare sharing

This app may collect these data types

Location, Personal info and 7 others

Data is encrypted in transit

Data can’t be deleted

Ratings and reviews

4.7

143 reviews

DeVaughn Jiles

July 16, 2025

The app is not as functioning as web version. For example; sending bulk emails or conducting bulk functions.

Canopy Tax

November 18, 2025

Thanks for your feedback! We aim to provide the most critical functions, but there will always be gaps with the web. We will take this into consideration for future prioritization.

Nancy O'Rourke

February 3, 2023

This software is really making our tax office operate much smoother. It is so nice to have all if the info we need in one convenient spot! Even their feedback is taking into consideration and implemented quickly

2 people found this review helpful

Canopy Tax

February 13, 2023

Thank you, Nancy! We love to hear how much Canopy has positively impacted your firm already. Here's to many great years to come!

Christopher Anderson

July 22, 2022

Every since changing over to th Pixel 6, the app crashes and closes as soon as I attempt to open it. The IT team worked to quickly resolve the issue.

4 people found this review helpful

Canopy Tax

July 22, 2022

Glad we were able to connect and isolate it to an Android OS issue what was fixed with a system update. We deeply care about your experience and want to ensure our apps perform at the highest levels. Feel free to reach out to mobile@getcanopy.com in the future should any critical issues or needs arise! Happy Canopy!