Canopy is practice management software for tax and accounting firms with client engagement, document management, and workflow automation, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
Canopy is practice management software for tax and accounting firms with client engagement, document management, and workflow automation, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
Canopy is a comprehensive cloud-based practice management platform designed specifically for tax professionals, accountants, and bookkeeping firms to manage client relationships, automate workflows, handle documents, and streamline operations from a unified system. Founded in 2014 by Kurt Avarell, a Wall Street tax attorney, Canopy has grown to serve over 4,000 accounting firms and raised $236.5 million in funding including a $70 million Series C in 2025.
The platform is built around client management as the foundation, providing a central hub for all client information, communications, documents, billing, and work status. Canopy offers modular capabilities that firms can select based on their needs: Client Engagement (CRM), Document Management, Workflow Automation, Time & Billing, eSignatures, Tax Resolution tools, and Transcripts & Notices management.
The Client Portal provides a secure, branded space where clients can upload documents, review and sign forms, communicate with their preparer, make payments, and track their work status, improving the client experience while reducing phone calls and emails to the firm. Document management features include drag-and-drop organization, optical character recognition (OCR) for automatic document indexing, version control, and unlimited storage with folder-level security permissions.
Workflow automation enables firms to create recurring workflow templates for tax returns, bookkeeping services, audits, and other recurring work with automated task assignments, deadline calculations, and email reminders. Tax resolution features specifically support practitioners working with IRS debt, audits, and collections, including transcript retrieval, Form 2848 management, and resolution workflow templates.
Time tracking and billing integrate with workflows, capturing billable time automatically and generating invoices with flexible billing options (hourly, fixed-fee, value-based). Canopy integrates with tax preparation software, accounting systems, and document storage platforms through APIs and partnerships.
For the 2026 tax season, Canopy provides unlimited Engagement Client Credits for Client Engagement license holders.
With EEZYCLOUD, you can run Canopy on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose Canopy cloud hosting to address these common challenges:
Connect to your hosted Canopy environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access Canopy simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. Canopy hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing Canopy license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing Canopy installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing Canopy license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in Canopy simultaneously from different locations without any special networking configuration.
Join thousands of businesses running Canopy on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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