Having a secure portal and most of my client tax information in one place.

The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

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.

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.

Unfortunately Canopy does not sync with QuickBooks desktop.

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.

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

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

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.

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.

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.

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system.

The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue. I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon.

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

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.

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.

Overall, Canopy is a good tool for client relationship management. Using the task list is a great tool to make sure deadlines do not get overlooked.

Canopy makes it easy to securly share tax sensitive documents with clients.

Getting transcripts from the IRS using Canopy can be a challenge.

Overall I am very pleased with Canopy and their customer service.

I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.

I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature.

Customer support is great. The client management module is great. I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration features, like no internal chat.

I love the Client Management module and the client-facing mobile app. It is very simple for our clients to use and to send us documents securely. We have had great success with client-adoption. I also like the automated client reminders.

OMG, it takes SO MANY clicks to accomplish anything. Pretty much everything you can do inside canopy could be streamlined by reducing at least one click. Working across multiple tasks, across multiple clients, that's a lot of clicks. Also, the firm-facing mobile app UI could be greatly improved and have better functionality.

Fantastic product!

Most important features are user friendly and easy to share within the own files, company team files and clients' files.When we are importing new zip files with multiple folders, I don't need to create new folders, file names etc. on my Canopy software create and save file where I need to store it.

When the client sharing folder has more documents, I noticed the speed has come down a little slower than normal.

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.

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.

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.

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

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.

Overall, my experience with Canopy Software has been very positive. The platform is user-friendly, customizable, and offers a wide range of automation options that have helped me save a lot of time. The reporting features also provide valuable insights that have helped me improve my sales performance. I would definitely recommend Canopy Software to other businesses looking for a powerful CRM solution.

Canopy Software is a powerful and user-friendly CRM (customer relationship management) platform that helps businesses manage their customer interactions and sales processes. I've had the pleasure of using Canopy Software and would like to share my overall experience with the platform.Pros:Easy to use: Canopy Software has a user-friendly interface that is easy to navigate, even for users with little to no experience with CRM software.Customizable: The platform allows for customization of the sales pipeline and other processes to fit the specific needs of each business.Automation: Canopy Software offers a wide range of automation options, such as automated email campaigns, which can save businesses a lot of time.Integrations: Canopy Software seamlessly integrates with other popular business tools like Google Calendar, MailChimp, and Slack.Reporting: The platform provides detailed reports on sales performance and customer interactions, which allows businesses to make data-driven decisions.

Cons:Limited customization of the interface, the design of the platform can't be changed.Price could be a problem for some small businesses, but it is worth the investment.

Great for task management, document management, daily use, easy to learn and use

Easy to use, email/communication integration, Document storage unlimited

Email search function is less than ideal/doesnt work at all from within a client. Can't start Word/Excel files from within Canopy Wish it would also track time for each team member for the week - would make a secondary time and attendance unnecessary.