Canopy

RATING:

4.5

(223)

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

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: 

$40.00 per month

Free trial: 

Available

Free version: 

Available

Welcome to your Canopy Home Screen!
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Canopy Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for Canopy

1 - 5 of 224 Reviews

Joshua

Accounting, 1 employee

Used unspecified

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

OVERALL RATING:

4

Reviewed October 2023

Canopy; Keeping Client Information Safe

User Profile

Karen

Verified reviewer

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2021

Game changer

PROS

We luckily chose Canopy as our client portal system pre-pandemic. When the shut down occurred, we were ready to continue servicing our clients during this very termultuous time. AS we move forward from the pandemic, our clients have found they like having a single source to share documents virtually. We as a firm continue to develop our skills in Canopy and now use it for engagement letters, tax documents and any communications with our clients

CONS

Wish there could be better isolation of reminder emails or emails when a client performs as action.

Reason for choosing Canopy

Pricing, ease of use and setup

Brielle

Accounting, 11-50 employees

Used daily for 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.

OVERALL RATING:

5

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.

Reason 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.

John

Accounting, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed May 2023

Showed some early promise but now payments are a disaster

From 2021 to now it's been satisfactory but I've been impatient with the limited API functions. From May 2023 its been horrible after the payment processor switch to Ayden. Stay away!

PROS

The ease at which my clients were able to upload and send me documents

CONS

Their payments used to be with Paysafe and it was okay but they recently moved to Ayden and it's been a nightmare. We can't add new payments, can't run old payments and we now don't see decline codes. There's no transparency any longer with CC or ACH ledgers and our business has become a nightmare collecting payments from our clients.

Reasons for switching to Canopy

I loved the clean UI/UX and the mobile app.

Shelley

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2022

Best Tax Resolution Software Out There!

Love Canopy and can't imagine doing our jobs without it!! The support staff is outstanding both via chat and calling in. They have been open to new ideas, are positive and almost always help us to solve our problems.

PROS

The software is intuitive and easy to use. I'm sure we under utilize it but it works great for our small office. The thing we like best is that it keeps us organized! There are so many great features though including allowing us to be paperless.

CONS

I wish we could customize the text in the "Notes" section. We use Notes a lot. Would love to be able to use colored text - red for deadlines, green for amounts due, etc. Also wish we could search the contact list by phone numbers. We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. Currently, we have to enter the phone number into our cell phone to see if it is someone we have spoken with before or a current client.

Reason for choosing Canopy

The support staff are so positive and eager to help in any way they can.