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> Reviews of Canopy. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Canopy is a good fit for you!

Source: https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews

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Canopy Reviews

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[Overview](https://www.softwareadvice.com/product/127735-Canopy-Tax/)

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# Canopy Reviews

## Reviews Summary

## Overall Rating

4.5

* * *

## Ratings Breakdown

5

(186)

4

(81)

3

(9)

2

(4)

1

(6)

## Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.2

Functionality

4.3

* * *

### Pros

"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."

"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."

"Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients."

### 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."

"Task Screen to see what work is done, in progress etc. is impossible...I've gone back to a google doc. "

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Canopy Reviews, Pros and Cons - 2026 Software Advice