Accounting Tech Map › Accounting practice management software

Canopy

Practice management platform for tax and accounting firms, now with AI Coworker, Notetaker and bookkeeping tools.

Canopy sells practice management, client portal and tax workflow software. In 2026 it released Canopy Notetaker (April), Canopy Coworker, an AI execution layer (around May), Close Automation in open beta and AI tax workflow automation (July), and a Filed integration for AI tax prep.

Market

Practice Management, Tax and accounting firms

Website

getcanopy.com

Similar companies

• Soraban: AI workflow platform for tax firms that connects document intake, preparation and delivery

The Accounting Tech Map is published by Eilla AI. Map criteria · What's new · Summary for AI tools

Also by Eilla AI: AI-Native Services Map · The Legal Tech Map · AI Deployment Firms