Canopy

Canopy offers a cloud-based Practice Management solution for Accounting professionals. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Accounting, Billing, CRM, Document Management and Payments. As a mid-sized product team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

Canopy is based in Draper, Utah. You can read more at getcanopy.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with Canopy, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.