All Canopy Reviews
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Canopy Reviews
Reviews Summary
Overall Rating
4.5Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.5
Customer Support
4.5
Value for money
4.2
Functionality
4.3
Pros
"Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients."
"It’s a robust, professional platform that supports daily operations efficiently, improves client communication, and brings structure to complex workflows."
"Beyond that, I’m loving the new features rolling out—questionnaires, document checklists, and the AI that turns files into custom questionnaires are just fantastic."
Cons
"Additionally, the search bar in the client list does not allow me to search, select, and search again, which makes bulk assigning tasks more tedious."
"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."
"You can't complete a task from the timer and it can be difficult to explain to older clients that are not used to interacting with technology."
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