Canopy

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About 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...

Canopy Pricing

We provide contact-based pricing tailored specifically for your firm.

Starting price: 

$89.00 per month

Free trial: 

Available

Free version: 

Available

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Canopy User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 103 reviews

Steven R

Schlabach Enterprises Inc.

Verified reviewer

Company size: 2-10 employees

Industry: Accounting

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed May 2021

"The future is now!"

Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Pros

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Cons

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Reasons for choosing Canopy

Best bang for the buck and most aggresive in creating new content.

Brielle

Parakletos Inc

Verified reviewer

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.

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

5

Reviewed 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

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Dustin

Vector Marketing

Verified reviewer

Company size: 501-1,000 employees

Industry: Consumer Goods

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

1

Customer support

1

Functionality

1

Reviewed January 2020

Customer Service is Terribly - This Company is too new to meet deadlines

Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Pros

The software is cloud based and therefore easy to access.

Cons

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

Reasons for choosing Canopy

We thought they would be able to deliver everything to us at a decent price.

SHELLEY

Brian T. Loughrin Tax Attorney, P.A.

Verified reviewer

Company size: 2-10 employees

Industry: Law Practice

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.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

4

Reviewed May 2021

Great for Tax Resolution practices!

Overall Canopy has made our office more streamlined and efficient. It has allowed us to work remotely which has been so important during this past year.

Pros

Canopy is very user friendly with many great features. It has allowed our firm to go paperless. Given the fact that the IRS is paper driven, that says a lot! Customer support is excellent for everything from asking for help to utilize functions or suggesting changes!! The Canopy app is excellent as well which allows us to access our client files no matter where we are.

Cons

The cons are minor but I wish I had the option to dress up my "Notes" with highlighting and using different color text to break up the notes.

Reasons for choosing Canopy

We liked that Canopy was a new company when we started with them. I have read numerous reviews that PitBull lacks good customer service. Good customer service has been so necessary for us and this is where Canopy excels!

Denise

Anthony Reid & Associates LLC

Verified reviewer

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.

Ease-of-use

5

Value for money

3

Customer support

4

Functionality

3

Reviewed May 2021

Canopy Software

Pros

We loved the Emails, Task management & calendar are all in one software.

Cons

Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.

Reasons for choosing Canopy

We liked that in making the program it based off of other CPA, Accountants etc. We wanted thing all in one place instead of opening a bunch of software, emails & calendars.

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