What are the rates for Canopy Payments?

Canopy Payments charges 2.95% plus $0.20 per transaction for credit card payments and 1% per transaction with a $10 cap for ACH bank transfers. Canopy also processes credit card payments for accountants for Visa, MasterCard, American Express, and Discover.

How do I contact Canopy Tax?

Visit Canopy's Contact Us page to view their headquarters address and phone number in South Jordan, Utah. To reach their support team, click the Chat with Support link on that page or call their support team. There is also a contact form to include your first name, last name, email address, and message.

Is Canopy a good software?

Canopy has a 4.5 out of 5 star rating across 224 reviews on Capterra and appeared on Capterra's Best Accounting Practice Management Software. Reviewers ranked Canopy highly for ease of view (4.5 out of 5 stars) and customer service (4.4 out of 5 stars). Positive reviews mention that Canopy helps streamline client relations, task management, and document storage. Reviews seem mixed on the value for money and pricing structure.

Does Canopy monitor private browsing?

No, Canopy accounting and tax software does not monitor private browsing. There is a parental control app for adults to track their children's internet browsing, photos, and more that is also called Canopy or Canopy App. This could create some confusion, but the Canopy accounting software does not track private browsing.

Is Canopy a good company?

Canopy's website lists numerous awards, including G2's Fastest Growing Products in 2024, Capterra's Shortlist for Best Accounting Practice Management Software, Software Advice Front Runner, and 100 Companies in Utah Championing Women. Canopy also appeared on Capterra Shortlist 2024 for remote work, document management, and billing and invoicing.

Updated October 14, 2025 at 4:00 AM

Canopy 2026: Benefits, Features & Pricing

Written by Amita Jain

Senior Content Writer

Edited by Parul Sharma

Editor

Wondering if Canopy is right for your organization?

Our Document Management Software selection experts can help you in 15 minutes or less.

On this page

Our Summary
Pricing and Plans
Features
Integrations
Key Sentiments
User Reviews
Frequently Asked Questions

Our Summary

Canopy

4.5

(285)

Pros:

Continuous improvement
User-friendly interface

Cons:

Customer support
High pricing

Pricing

Starting at $22.00 per month

What is Canopy:

Canopy is an accounting management suite with a CRM, document management, a client portal app, proposal creation, workflow, payments, and time and billing features. It encompasses tax, accounting, and bookkeeping and is commonly used by midsize accounting and tax firms.

Why we like Canopy:

Canopy stands out as the Best Accounting software for 2025 with an overall 4.5/5 star rating. Reviews mention that file sharing, document storage, and task management features make it easy to collaborate with clients and internal team members. Canopy also has a 4.5-star rating for ease of use, with reviewers mentioning its user-friendly interface.

Who should use Canopy:

Canopy is designed for tax professionals, accountants, and tax attorneys with practice management, tax resolution, and tax prep tools. A total of 60% of reviewers have 2 to 200 employees, highlighting its use among midsize businesses.

Canopy Screenshots

Canopy Overview

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...

Canopy Pricing and Plans

Starting price: $22.00 per month

Free Trial

Free Version

Client Engagement Platform

$150.00

usage based, per month

Plan includes:

Client Portal
Mobile App for Clients & Firm
Connected Email
Notify team w/ @mentions
CRM
Engagements & Proposals w/ eSignature
Custom Branding

Document Management

$36.00

per user, per month

Plan includes:

Access Control
Document Receiving
Document Storage and Integrations
File Organization
Integrated Esignature
KBA Esignature
Sharing
Working on Documents

Workflow

$32.00

per user, per month

Plan includes:

Automation
Dashboards
Reporting
Tasks & Subtasks
Time on Task
Workflow Templates

Time & Billing

$22.00

per user, per month

Plan includes:

Automation
Invoicing
Payments
Reporting
Time Tracking

STARTER

$60.00

per user, per month

Plan includes:

Send Proposals
Manage Client Intake
Track work from proposal to re-engagement
Integrate Email
Collaborate with teammates
Collect eSignatures
Tag & segment client list

ESSENTIALS

$88.00

per user, per month

Plan includes:

Complete Practice Management Solution
Store internal work papers & client files
Control access & permissions
Collect payments & maintain revenue integrity
Monitor firm data with pre-built dashboards
Track time & manage invoices

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Our Analysis of Canopy's Pricing Plans

We've explored Canopy's pricing plans to help you determine which option best suits your needs and budget. We've outlined the key advantages and limitations of each plan. Canopy offers several pricing tiers designed to cater to different user types and requirements. Understanding the nuances of each is essential for making the right choice for your personal or professional use case.

Starter Plan (for small firms)

Designed for small acc...

ounting firms with up to 4 users, the Starter Plan costs $45 per user per month with an annual contract, or $60 per user per month when billed monthly. This plan includes essential features, such as client engagement and document management tools, including client intake, proposals, secure client portal, eSignatures, email integration, team collaboration, and mobile document exchange. __Pros:__ - __Cost-effective:__ Lower price point for essential services with no extra module fees. - __Essential functionality:__ Covers core client and document management workflows ideal for solo practitioners or very small teams. - __Scalable billing:__ Option to switch between annual and monthly billing with possibility to save 20% with annual billing. __Cons:__ - __Limited scope:__ Lacks built-in time billing, workflow automation, and analytics dashboards. - __User cap:__ Restricted to firms with up to four users. Additional users require an upgrade. - __Basic reporting:__ No advanced reporting or custom-formula tools included. __Essentials Plan (for small firms)__ The Essentials plan is also designed for small accounting firms with up to 4 users and costs $66 per user per month with an annual contract, or $88 per user per month when billed monthly. This plan includes all Starter features plus advanced workflow management (like task management, automation, templates), built-in time tracking, invoicing, payment collection, and pre-built dashboards. __Pros:__ - __Comprehensive bundle:__ Includes all Starter Plan features plus workflow management and time tracking. - __Ready-made dashboards:__ Provides pre-built analytics to reduce setup time for monitoring firm performance. - __Mobile-integration:__ Centralizes client integrations and document exchange through a mobile-app. __Cons:__ - __User cap:__ This product is designed specifically for firms with up to 4 users and may not be suitable for larger teams. - __Limited module customization:__ Unlike plans for growing firms (mentioned below), you can’t pick and choose individual modules. - __Limited scalability:__ As your firm grows, you may need to upgrade to access more contacts and advanced functionalities. - __Implementation fee:__ There is an additional implementation fee, which may increase the initial cost. - __Annual billing:__ Requires annual billing, which may not be flexible for all firms. __Standard Plan (for growing firms)__ For firms of any size, Canopy offers a modular pricing that starts with the Standard Plan. Its pricing is tailored based on the specific needs and modules selected. The base pricing includes the Client Engagement Platform by default at $150 per month for unlimited users and requires annual contract only. Firms can add modules as needed. The document management module costs $36 per user per month, workflow management costs $32 per user per month, and time and billing module costs $22 per user per month. __Pros:__ - __Unlimited seats:__ Flat base fee covers high client capacity of up to 2,500 for core client engagement needs. - __Modular flexibility:__ Mix only the modules (document management, workflow management, time and billing) you need and add more as you grow. - __Comprehensive features:__ Includes advanced practice management features and modules, including custom reports and workflow templates for efficiency. __Cons:__ - __Minimum commitment:__ Annual contracts required and monthly-billing is only reserved for very large spenders, spending at least $3,000 annually or $250 per month. - __Variable pricing:__ The cost varies based on the selected modules and can quickly add up once you layer on more users and multiple functionality areas. - __Additional costs:__ Setup fees and onboarding costs extra and not revealed in the advertised pricing. Furthermore, adding more users, modules, or services may increase the overall cost. Each additional module requires adding at least five users. __Pro Plan (for growing firms)__ Also designed for firms of any size, the Pro plan offers all the features of Standard plan and more. It also offers modular pricing, where costs increase as you add more modules, including document management. It starts at $175 per month for unlimited users, which includes the Client Engagement Platform. Additional per-user costs for modules include, document management at $36 per user per month, workflow management at $40 per user per month, and time and billing at $31 per user per month. __Pros:__ - __Most advanced functionality:__ Includes pro features like custom roles, reports, and formulas. Also includes comprehensive profitability and capacity planning reports. - __Unlimited seats for client engagement:__ Flat base fee covers high client capacity of up to 2,500 for core client engagement needs. - __Modular flexibility:__ Mix only the modules (document management, workflow management, time and billing) you need and add more as you grow. __Cons:__ - __Higher base cost:__ The base and per module rates are higher in the Pro plan. - __Annual-only billing:__ Annual contracts required and monthly-billing is only reserved for very large spenders, spending at least $3,000 annually or $250 per month. - __Five-user minimum for modules:__ Each additional module requires the addition of at least five users. - __Additional costs:__ Setup fees and onboarding costs extra and not revealed in the advertised pricing. Moreover, adding users, modules, or services may further increase the overall cost. __Add-on services__ Canopy offers various add-ons such as tax resolution, transcripts and notes, collection cases, and KBA eSignature capabilities. These tools come at additional costs and can be tailored to the specific needs of the practice. __Conclusion__ After analyzing Canopy's pricing structure, it's evident that the company offers various plans designed to cater to various user needs and business sizes. __For solo practitioners and small firms (4 or fewer users):__ The Starter or Essentials plan are most suitable options. The Starter plan provides essential client and document management at a low entry cost. As needs grow, the Essential plan adds in billing and workflows to help small firms scale operations at a reasonable monthly price point. __For growing businesses and larger organizations:__ The Standard or Pro plan are the most suitable choice. With its unlimited users on the Client Engagement module and the ability to add document management, workflow management, and time and billing modules as needed, these plans scale seamlessly as firms expand. The Standard plan is a good entry point for growing firms and contains all basic functionalities and the option to add desired modules. Opt for Pro plan if you require advanced reporting and capacity planning. Ultimately, the decision lies in understanding your current needs and anticipating future growth. By aligning your requirements with the appropriate Canopy pricing plan, you can harness the power of this versatile tool to streamline your work, foster collaboration, and achieve your goals, whether you're a solo entrepreneur or a growing firm.

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recommendations

*Defined as the price above any available free plan

Canopy Features

Drawn from insights across 285 verified reviews, we've outlined Canopy's best and worst rated features and how they stack up against the average rating.

Canopy's score

Category average

Canopy's Best Rated Features

Document Storage

4.85

4.46 category average

Secure Data Storage

4.84

4.48 category average

For Accountants

4.83

4.18 category average

Canopy's Worst Rated Features

Reporting/Analytics

3.15

3.87 category average

Full Text Search

3.44

4.24 category average

Time & Expense Tracking

3.55

2.97 category average

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Canopy
Accounting
Accounting Integration
Accounts Receivable
ACH Payment Processing
Activity Dashboard
Activity Tracking
AI Copilot
Alerts/Notifications
Annotations
API
Appointment Management
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Bank Reconciliation
Billing & Invoicing
Billing Portal
Bulk Send
Calendar Management
Client Management
Client Portal
Commenting/Notes
Communication Management
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Content Management
Contingency Billing
Credit Card Processing
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Due Date Tracking
Electronic Payments
Email Management
Email Reminders
Employee Activity Monitoring
Employee Management
Expense Tracking
File Recovery
File Transfer
Financial Management
Financial Reporting
For Accountants
For CPA Firms
Forms Management
For Small Businesses
For Tax Practices
Full Text Search
Generative AI
Hourly Billing
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Meeting Management
@mentions
Messaging
Milestone Tracking
Mobile Access
Mobile App
Mobile Payments
Multi-Channel Communication
Multi-Location
Multiple Projects
Offline Access
Online Invoicing
Online Payments
Optical Character Recognition
Payment Processing
Payroll Management
Process/Workflow Automation
Progress Tracking
Project Accounting
Project Billing
Project Costing
Projections
Project Management
Project Planning/Scheduling
Project Time Tracking
QuickBooks Integration
Quotes/Estimates
Real-Time Data
Real-Time Reporting
Real-Time Updates
Recurring/Subscription Billing
Recurring Tasks
Reminders
Remote Access/Control
Remote Support
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Management
Sales Tax Management
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Tagging
Task Management
Tax Calculation
Tax Compliance
Tax Forms
Tax Management
Time & Expense Tracking
Timer
Timesheet Management
Time Tracking
Time Zone Tracking
Traditional Methodologies
User Management
Workflow Management

Canopy Integrations

Based on 285 verified reviews, we've identified products most frequently integrated with Canopy.

Zapier

Integration rated 4.5 from 6 reviews

Google Forms

Integration rated 3.0 from 1 review

Calendly

Integration rated 2.0 from 1 review

QuickBooks Online Advanced

Integration rated 3.0 from 1 review

QuickBooks Time

Integration rated 5.0 from 1 review

Google Workspace

Integration rated 5.0 from 1 review

See all 27 integrations

Canopy Key Sentiments

We analyzed 285 verified reviews for Canopy to find out what actual users really think.

Most Positive Sentiments

Client portal

78% Positive

15% Neutral

7% Negative

Reviewers are pleased with Canopy's client portal, noting its ease of use and implementation. They find it beneficial to manage workflow, document storage, and client communication. Clients also appreciate the portal's security and convenience, making it a valuable feature for many users.

Client management

59% Positive

33% Neutral

8% Negative

Users appreciate Canopy's client management features, particularly the ease of communication and organization. They find the client portal user-friendly, allowing for efficient updates and streamlined processes. Additionally, users highly value the software's ability to keep all client information in one place and facilitate communication across multiple platforms.

File management

53% Positive

29% Neutral

18% Negative

Users appreciate Canopy's file management capabilities, particularly the ease of organizing and sharing files with clients. They find the software user-friendly for file uploads and editing. However, some users encounter difficulties with file editing and downloading, which can be cumbersome and time-consuming.

Least Positive Sentiments

Transcript management

43% Positive

37% Neutral

20% Negative

Users highlight the time-saving benefits of Canopy's IRS transcript retrieval feature, which significantly simplifies the process. They appreciate the client portal and the ease of pulling multiple transcripts with minimal effort. However, some users experience challenges with the transcript retrieval process, finding it occasionally complex and time-consuming.

Email communication

32% Positive

55% Neutral

13% Negative

Reviewers value Canopy's email communication features, including client data management and the integration with Gmail for easy tracking of email conversations. They find client surveys and the ability to archive emails within client files useful. Nonetheless, users face issues with securely sending files via email and organizing email correspondence effectively.

Client document management

46% Positive

48% Neutral

6% Negative

Reviewers find Canopy's client document management features beneficial, especially for invoicing, payment collection, and secure file sharing. They appreciate the ability to manage client data and share documents effortlessly. Users also value the convenience of clients having 24/7 access to their documents, enhancing overall efficiency and client satisfaction.

Canopy User Reviews

Overall Rating

4.5

Ratings Breakdown

65%

28%

Secondary Ratings

Ease of Use

4.5

Value for money

4.2

Customer support

4.5

Functionality

4.3

Steven R W.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2021

"The future is now!"

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Lesley S.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

An impressive, all-encompassing practice management platform

Our overall experience with Canopy has been extremely positive. The platform has improved efficiency across our firm and helped streamline key processes. The support team is consistently responsive and helpful, and the development team actively listens to customer feedback. Canopy continues to evolve in ways that add real value to our daily operations, and we view it as a strong partner in our firm’s success.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our firm absolutely loves the Canopy practice management system. It has significantly improved efficiency across multiple areas of our business, streamlining workflows and enhancing collaboration. The customer support team is exceptional; they are knowledgeable, responsive, and always willing to help. Despite being a relatively new product, Canopy’s development team is highly proactive, continuously making meaningful improvements and quickly rolling out feature enhancements based on customer feedback. It’s clear they listen to their users and are committed to building a best-in-class platform.

Cons:

There is nothing major to pinpoint. There have been a few hiccups along the way but the team works quickly to resolve issues as they arise.

Reasons for choosing Canopy

At the time we evaluated both systems, Canopy offered a more flexible structure to accommodate our workflow. Canopy also had better reporting functionality and provided an all-encompassing solution where (at the time) with Karbon, we would have still had to use Ignition separately.

Reasons for switching to Canopy

Needed more visibility, reporting, project oversight, client management, KPI tracking. Also we moved to one comprehensive system for proposals/engagement letters, workflow, time and billing, client management.

Lauren J.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

Great Product! Such a Time Saver!

Love it! I would recommend it to anyone who regularly deals with IRS transcripts! Has saved us so much time!

Ratings Breakdown

Ease of use

Value for money

Previously 4

Functionality

Pros:

Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work.

Cons:

It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary.

Natalie H.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2026

Canopy is a solid client management software with great Customer Service!

Worth the time and expense to manage your clients and tasks. I don't use the invoicing because it doesn't connect to QB desktop, but all in all, I am so thankful for its ability to track and organize, as well as give clients access to their files 24/7.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was fairly simple to learn and helped us get all of our client management in one place. Their support team is fabulous, often responding within moments, and resolving issues (which are fairly rare) sooner than I expect. The ability to securely share and receive files from clients is a game-changer!

Cons:

The hardest part of Canopy is using the templates and automations. I'm a bit of a computer geek, so I enjoyed that process, but I can see some people finding it cumbersome to learn. The recent revamp has been a bit of a struggle to understand, as well, but I'm confident we'll get used to it soon.

Reasons for switching to Canopy

It was severely out of date and didn't meet even half our needs.

Shari B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Great product for our new Tax Firm!

Canopy has been a great solution for the start up of our new firm. Staff and clients like it and we find the cost to be a great value.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are so many wonderful parts of Canopy, it is hard to choose just one! We really like that we can now access information from one "area" so to speak. Communications, billing, client data, file storage is not spread out over multiple software solutions or separate logins. Additionally, we feel we are getting great value for our money. This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize Canopy, we would likely be paying for multiple software solutions to do what Canopy does in one. We absolutely love the client portal. All of our clients like it as well. Previously we used a different system, and files would expire, then we'd have to re-send documents if needed to clients. The Canopy portal is linked to the client's profile and file storage. You can just decide what to make visible to the client in one click. You are already storing the files so it is super easy to share current documents as well as past documents with Clients. Clients find it easy to use. Lastly, it is easy to learn. We found that after a bit of use, it is pretty intuitive. You can move in and out of the various parts with ease. You can start at looking at a client files, then move to their home page with contact info, etc., then look at their most recent bill, or last email sent to them. Very smooth and easy to navigate! As a new firm, Canopy is all we've used up to this point. However, our [sensitive content hidden] has worked for or been a parter at several firms including PWC, EY and a few smaller regional firms and says this is hands down easier to use and she loves it!

Cons:

The reporting areas are our biggest frustration. The only way to create reports outside of canopy is to export to a .csv file. This is very frustrating as (1) the presentation is terrible. It requires a ton of time editing to make it look good for presentation and (2) the data is manipulable. If I want to pull a report of hours worked for payroll, I take a screenshot of the totals before pulling a report. I have accidentally "lost" hours when editing the .csv report to go along with my payroll reporting. I only knew about it by taking a screenshot of a report and comparing the two. Being able to export or print to pdf or word would be a huge bonus.

Reasons for choosing Canopy

We chose Canopy due to the "all-in-one" solution it offered. The Client portal and ease of use were also big factors.

Amy R.

Verified reviewer

Accounting

Self-Employed

Used daily for more than 2 years

Review source

Reviewed December 2025

Canopy solves my pain points

Customer support is great. Even if I don't get the answer I'm hoping for, I still feel heard. Their user experience surveys lead to practical and useful improvements to the software. Clients have no problems connecting to and using their Client Portal.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more.

Cons:

There's a bit of a learning curve, and there are some limitations based on your business entity type.

Reasons for choosing Canopy

Ease of use, customer support, pricing, features

Reasons for switching to Canopy

File sharing with clients, more security, e-signatures built in, software designed for my practice

Mike L.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

A real game changer

Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm. We are impressed by the continued improvements and features that have rolled out over the years and we look forward to watching how the program evolves.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I can access canopy anywhere and create customized dashboards that help me manage our practice and make actionable decisions. The interface that clients and we experience is a breath of fresh air compared to a lot of dated accounting software out there. Canopy support has always been very helpful when we've experienced issues.

Cons:

Aside from periodic outages or glitches in the system, my primary dislike is just waiting for new features that we hope to see or running into occasional things that we would like to report on that we might not be able to report on easily in the insights feature.

Reasons for choosing Canopy

Canopy offered the best feature set for the price and had the best interface and flexibility on being customized to our processes.

Reasons for switching to Canopy

We needed a cloud-based software that is more modern and customized to small accounting firms like ours.

Rachel P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Decent product for the money, could integrate better

Overall its a decent product - price is comparable to other similar systems that integrate better though. I do like the idea of only having one product but while they are rolling out their features that I currently have other systems doing, it would be nice to have it all work together then the option to switch to Canopy's stuff only once its all updated. Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating. There's definitely a learning curve, but I feel that happens with any software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The interface is overall clean. Clients have been able to easily navigate on their end. Time tracking and reports are easy. The file sharing with clients is easy and secure.

Cons:

It doesn't integrate with much and there is a lot of set up to get tasks and workflows going. I absolutely hate the layout of the engagements for clients - its clunky to piece together and doesn't look good from the client side. They are slow to roll out new features but I am excited about some that have just come out or are about to.

Reasons for choosing Canopy

Canopy was actually the third product we tried - it came recommended and seemed like it would be relatively easy to implement

Brent S.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Change is always hard, but it will be worth it!

Overall, my staff really enjoys the software and the ease of use once the implementation was done. Change is always hard, but it's nice to be able to look back and say that it was worth it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We shopped for a long time for a program that was capable of replacing multiple other applications in our tech stack....and didn't find anything that we liked more than Canopy. We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app.

Cons:

Some of the setup was challenging and takes some time. I wish that there were better integrations directly with Thomson Reuters to move tax returns easily into the system.

Reasons for choosing Canopy

Employees all weighed in and liked Canopy's user interface.

Reasons for switching to Canopy

reduce tech stack, get client portal, go cloud-based

Juventino G.

Verified reviewer

Accounting

Self-Employed

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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Canopy FAQs

What are the rates for Canopy Payments?
Canopy Payments charges 2.95% plus $0.20 per transaction for credit card payments and 1% per transaction with a $10 cap for ACH bank transfers. Canopy also processes credit card payments for accountants for Visa, MasterCard, American Express, and Discover.
How do I contact Canopy Tax?
Visit Canopy's Contact Us page to view their headquarters address and phone number in South Jordan, Utah. To reach their support team, click the Chat with Support link on that page or call their support team. There is also a contact form to include your first name, last name, email address, and message.
Is Canopy a good software?
Canopy has a 4.5 out of 5 star rating across 224 reviews on Capterra and appeared on Capterra's Best Accounting Practice Management Software. Reviewers ranked Canopy highly for ease of view (4.5 out of 5 stars) and customer service (4.4 out of 5 stars). Positive reviews mention that Canopy helps streamline client relations, task management, and document storage. Reviews seem mixed on the value for money and pricing structure.
Does Canopy monitor private browsing?
No, Canopy accounting and tax software does not monitor private browsing. There is a parental control app for adults to track their children's internet browsing, photos, and more that is also called Canopy or Canopy App. This could create some confusion, but the Canopy accounting software does not track private browsing.
Is Canopy a good company?
Canopy's website lists numerous awards, including G2's Fastest Growing Products in 2024, Capterra's Shortlist for Best Accounting Practice Management Software, Software Advice Front Runner, and 100 Companies in Utah Championing Women. Canopy also appeared on Capterra Shortlist 2024 for remote work, document management, and billing and invoicing.