Canopy
Practice management
Canopy is a cloud-based accounting practice management software with CRM, document management, a client portal app, workflow, payments, time and billing.
IRS
See vendor pricingDetails
Home/Practice management/Anchor
Anchor turns client agreements into automated billing and payments, from proposal to paid. No chasing, no revenue leakage. Just $5 per payment received.
The vendor's own description, from their website.
Pricing seen on the vendor site
No price captured automatically. See the vendor's pricing page.
Captured automatically on 2026-10-17. Plans, currency and billing terms vary, so confirm on the vendor site. Pricing page
Integrations
QuickBooksXero
Shown only where the vendor's site names the ledger alongside integration or sync wording. Quotes:
QuickBooks
…tion Stay accurate and up-to-date at all times with an automatic real-time data sync with QuickBooks Online. Learn more → Client Portal Provide clients with a dedicated portal to a…
Xero
…ces For Marketing Agencies For Financial Advisors For SMBs For Consulting Firms Integrations QuickBooks Online Anchor MCP Xero Zapier Make Gmail Slack All integrations → Resources Blog Library Customer Stor…
Tax & jurisdiction mentions
None found
A mention is not a certification.
Data & security
Data location: not stated on the pages we checked
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