Is Canopy right for your business?

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best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is Canopy?

Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys, and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices, and make payments. The app is compatible with iOS and Android devices. Canopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices, and more. It comes with a practice management module, which allows users to automate client onboarding, mana... read more

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Welcome to your Canopy Home Screen!
Welcome to your Canopy Home Screen!
All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.
All files are encrypted with bank-level security so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.
Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.
Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.
Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules.
Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules.
Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
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User Review Highlights

4.52

153 Reviews

5
101
4
41
3
4
2
3
1
4
4.5

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them."
  • icon"Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy."
  • icon"Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients."
  • icon"The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel."
  • icon"Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles."
  • icon"I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts."

Read user reviews

How much does Canopy cost?

Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts & Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm.

Starting price

$24.00 per month

Free trial

Available

Free version

Available

Which features does Canopy offer?

Core features:

Access Controls/PermissionsAccountingAccounting IntegrationAccounts ReceivableACH Payment ProcessingActivity DashboardActivity TrackingAlerts/NotificationsAPIAppointment ManagementShow more features +

People who reviewed this software give it a 4.5 star rating for functionality.

How easy is Canopy to use and deploy?

Canopy supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android, Windows.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about Canopy

4.52/5 out of 153 Reviews

Showing 1 - 5 of 153 reviews

User Profile

Danny

Verified reviewer

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

April 2018

Canopy takes the headaches out of client management by offering a way to keep client info organized.

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Pros

That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Cons

The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

Scott

Company size: 2-10 employees

Industry: Accounting

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

June 2022

Thomson Reuters File cab vs Tax Canopy

Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details and functionality) and decided to switch from Thomson Reuters File Cab. Another local CPA had also finished his vetting process so Tax Canopy already came highly recommended.

Pros

Free support - chat in or ph call. Templates for global folder creation. Once this is figured out, you can populate new client files with all the needed folders in less than 30 seconds. Using "Tags" to identify clients to send email blasts inside Canopy - brilliant! Unlimited file storage. Thomson Reuters charges me which is odd in this day and age with super affordable data storage. Annotations to files (i.e. PDFs) without paying for an ADobe license. Client portals. I've used other portal software, including the Thompson Reuters VO portal, but Canopy has this down to simple science. The Desktop Assistant allows you to edit live Word and Excel files.

Cons

File migration from File Cab. I wrote a how-to process sheet for my firm so this is doable just time-consuming. Don't let that deter you as it is part of the pain to switch from one software to another. We also are ditching Thomson Reuters Practice CS (i.e. their time and billing software) for the one inside Canopy. The invoicing and reporting are much weaker in Canopy compared to Practice CS so this is a problem but wasn't a deal-breaker. Canopy has assured me that better reports are forthcoming and I trust Canopy.

Reasons for switching to Canopy

Mostly lower cost but the better features of Tax Canopy was cinched the deal.

Juventino

Verified reviewer

Company size: 1 employee

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
2

Value for money

out of 5
3

Customer support

out of 5
3

Functionality

out of 5

November 2021

Good software with strong features and lots of promise at a pricey point.

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Pros

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Cons

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Reasons for choosing Canopy

I wanted a more integrated experience and an online only software. Taxaroo left me desiring a better client portal experience and way back in 2016-2017 their offering was not as strong as CanopyTax.

Reasons for switching to Canopy

I wanted a good tax management experience and the one provided by Canopy was superior to other competitors at that time around 2016-2017.

Brielle

Company size: 11-50 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Canopy is the Admin on our team!

we have been with Canopy for several years and starting out they did not have the features they do now. They are very responsive with feature requests and we really like the improvements they have made. Canopy is constantly improving the user environment and making a better product.

Pros

Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth.

Cons

Unfortunately Canopy does not sync with QuickBooks desktop.

Reasons for choosing Canopy

Canopy is specifically geared for accountants and had the features we needed for our Bookkeeping clients

Reasons for switching to Canopy

Trello really only let us track tasks. we switched for the more robust features and the client portal available in Canopy.

Josie

Company size: 2-10 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
2

Functionality

out of 5

December 2021

Disappointed

Canopy seems to have lost its way in regards to its purpose. Their response to issues is slow, at best. We have been using the software for almost 4 years and have made the painful decision to change due to a lack of support and increased pricing.

Pros

We liked the ability to access the software/information from anywhere.

Cons

The software does not allow you to export a sorted contact list. A very simple option that has been neglected.

Showing 1 - 5 of 153 reviews

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