Tech Support has been very helpful. Our clients like the portal too.

I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go.

Canopy is always upgrading and improving their software based on constant user feedback.

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.

Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy.

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.

I like the transcripts, but the CRM is overpriced.

At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

My clients love it because they can safely share their documents with me.

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files.

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required.

Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants.

The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.

I had problems exchanging large documents securely.

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

I really like the software's ease of use; and my staff loves it.

The software is very easy to use and end user friendly.

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.

I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts.

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.

Horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.

I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

I like the ease of integration between things, especially with the Firm Management and client management modules.

Jumped in and decided to make them our company for our tax prep business, and everything went wrong.

Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy.

When we used Canopy, now the integration with the IRS helped us save so much time for pulling transcripts.

Canopy has saved me time in ease of use in obtaining IRS transcripts.

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

We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.

Such a great company with outstanding services and products. They also offer great education webinars of their company's product.

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.

No frills, just works great and easy integration with quickbooks.

The app is great and good value for the money.

Very easy setup, intuitive, and user-friendly. Mapping of accounts is seamless.

Both with the software and customer support. I consider myself an advanced user, and when I ran into an issue this morning, Lizzie helped me solve the issue quickly over chat.

While the initial setup was difficult, Vita really took the time to help me figure out a clever ways to sync my refunds the way that I wanted to. Now I am expecting it to be a breeze.

The software works great, saves me lots of time with completing the sales reconciliations for my clients e-commerce sales deposits (Shopify).

Easy to setup, great and prompt customer service. Note: I am receiving credit for this review.

Inability to attach backup documentation (PDF) to invoices; Inability to customize text within invoice email.

Overall, so far, it has been really positive. I like that it is easy to use and updates QB instantly so I can see the sales going in and also have visibility of fees etc.

Amazing facility to import Stripe into Quickbooks.

The automated transaction matching and integration with QuickBooks Online save a whole lot of time.

There is no french service available at this time.

Overall experience with Synder has been great. I would recommend this product to anyone using Quickbooks Online and selling products with Shopify or other supported platforms.

The limited transactions can be annoying if you're just over the 100 transactions a month mark.

He walked me through the use of the app and was extremely patient and enthusiastic about sharing the features with me. I am excited to use the app to make my bookkeeping much more efficient.

Great customer support, They actually want to solve your problems.

Having the set up to report your taxes for tax purposes is very important to me. This app has all the features that a small business owner needs.

The best part of this is the ease of use. The interface is nice and easy to follow.

Some nice syncing features with QBO. Support has been really good so far, thank you Anastasia for all your help getting us setup.

Sync worked immediately and connected with my Quickbooks without issues. Support staff was very responsive and kind.

Ease of use, convenience, accessible, cost effective.

The integration into my QuickBooks has saved me time , and was easy to setup.

I recall at the beginning being a little confused about the mapping, but this is not my usual area of bookkeeping.

The ease in setting it up for my ecommerce client who has multiple products and services she sells. The integration was perfect with QBO.

US Dollar

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, manage secure file exchange, and track client communications. 


Pricing is on an annual subscription basis. Support is available via phone, online knowledge base, and video tutorials. 



LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Messaging

Tax Management

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Tax Forms

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Digital Signature

Mobile Payments

Task Scheduling

Financial Management

Electronic Signature

Project Billing

Credit Card Processing

Invoice Management

Project Planning/Scheduling

CPA Firms

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Projections

Document Capture

For Accountants

Resource Management

Customizable Fields

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

Accounting

Multiple Projects

File Transfer

File Conversion

Document Classification

QuickBooks Integration

Contact Management

Version Control

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Hourly Billing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Compliance Management

Real Time Data

Billing Portal

Client Portal

Forms Management

ACH Payment Processing

Workflow Management

Project Accounting

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Invoice Creation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Expense Tracking

Time Zone Tracking

Customizable Branding

Compliance Tracking

Reporting/Analytics

Contact Database

Remote Access/Control

Web browser (OS agnostic)

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.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Canopy

In Person

Live Online

Webinars

Documentation

Videos

Synder is a finance management solution with a focus on bookkeeping automation for small to midsize businesses and accounting professionals that work with SMBs.


Synder integrates payment systems (Stripe/Paypal/Square) with accounting solutions such as QuickBooks and Xero and automatically brings detailed transaction data from the payment systems into accounting. It also can categorize sales and expenses in the books with the help of smart rules. The invoicing feature helps to create send one-click invoices and automatically close them upon payment in the accounting. And a generated payment link allows for receiving online payments with credit cards through a simple checkout page.


Synder saves time eliminating manual data entry, protects books from duplicates, and in case any erroneous syncs occur, it allows undoing them in bulk with no harm to the books



Data Synchronization

Bank Reconciliation

Transaction History

Cash Flow Management

Transaction Monitoring

Multi-Currency

Sales Reports

Inventory Tracking

Channel Management

Sales Tax Management

Receipt Management

Account Reconciliation

Receivables Ledger

Third-Party Integrations

Partial Payments

Financial Reporting

Search/Filter

Core Accounting

Accounts Payable

Accounts Receivable

Medium: $48.80/month with an annual subscription
Scale: $88.00/month with an annual subscription
Large: $220.00/month with an annual subscription

Canopy vs Synder

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