--- title: "Canopy Reviews, Pros and Cons - 2026 Software Advice" description: "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_url: "https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/) / Canopy Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/127735-Canopy-Tax/) Reviews [Alternatives](https://www.softwareadvice.com/product/127735-Canopy-Tax/alternatives/) # Canopy User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 286 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.5/5 - Value for money: 4.2/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 186 reviews (65%) - 4 stars: 81 reviews (28%) - 3 stars: 9 reviews (3%) - 2 stars: 4 reviews (1%) - 1 star: 6 reviews (2%) ### Most mentioned 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. ### Most mentioned 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. ## Canopy customer reviews Showing reviews 1-25 of 286 (page 1). ### Just gets better - Overall rating: 5/5 - Reviewer: Neal B. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Canopy is still a great experience and well worth the money. Automatic features are getting better and saving more man hours. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Canopy just keeps getting better. We will now be able to personalize organizers that are prefilled with last years information. #### Cons Still having issues with being able to get signatures and billing in a single step. Still don't like that you have to buy licenses for different aspects of Canopy #### Reasons for switching to Canopy Liscio discontinues their billing feature --- ### Canopy is a solid client management software with great Customer Service! - Overall rating: 4/5 - Reviewer: Natalie H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great Product! Such a Time Saver! - Overall rating: 5/5 - Reviewer: Lauren J. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### 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. --- ### Canopy solves my pain points - Overall rating: 5/5 - Reviewer: Amy R. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### An impressive, all-encompassing practice management platform - Overall rating: 5/5 - Reviewer: Lesley S. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great product for our new Tax Firm! - Overall rating: 4/5 - Reviewer: Shari B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Excellent All-in-One Solution for Accountants and Tax Professionals - Overall rating: 5/5 - Reviewer: Sophie G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, I am highly satisfied with Canopy. It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work. The platform delivers strong functionality, good client experience, and reliable support, making it a valuable tool for professionals in the field. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros As an accountant and tax preparer, I find Canopy to be an excellent tool that I use daily. It’s perfectly suited for my needs and helps streamline my workflow significantly. The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger firm. The engagement module is particularly useful, it may not be perfectly customizable, but it is more than sufficient for most needs. I also appreciate the client portal, which clients find easy to use and reassuring in terms of data security. #### Cons While the engagement module works well overall, it does have some limitations in customization. Additionally, the AI chat support is not always accurate, which can sometimes slow things down. However, this is balanced out by the responsiveness and helpfulness of the customer support team when direct assistance is needed. #### Reasons for choosing Canopy Canopy is better adapted for Accountant and Tax Professional --- ### A real game changer - Overall rating: 5/5 - Reviewer: Mike L. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Decent product for the money, could integrate better - Overall rating: 3/5 - Reviewer: Rachel P. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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 --- ### Good software with strong features and lots of promise at a pricey point. - Overall rating: 4/5 - Reviewer: Juventino G. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### A Trusted All-in-One Software for Accounting Teams - Overall rating: 5/5 - Reviewer: Jassim A. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It replaces several separate tools, which keeps the team focused and organized. Once you get used to the system, it becomes a powerful daily tool for managing clients and projects. Banking transaction should include other countries apart from the USA #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Canopy unite all client information, files, and tasks into one place, which makes daily work much easier. The interface is clean, navigation is easy, and the tools feel well-integrated. Task management and client communication features reduce a lot of stress, and the system keeps everything organized without much manual effort. Customer support is fast. Invoice are easy to make #### Cons Some features take time to learn, especially when switching from another system A few advanced tools could be more intuitive, and occasional delays or sync issues happen during heavy use. Pricing may feel high for smaller teams. #### Reasons for switching to Canopy Trying something new because my current software is lacking and they betrayed even after I paid a premium membership --- ### Canopy the Game Changer - Overall rating: 5/5 - Reviewer: Giselle A. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I really enjoy my Canopy experience. It was the best move for our firm to make the switch to this system. I recommend this program! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really enjoy the ease of using Canopy. It has, to me, what feels like a straightforward design. Navigating through the program is easy and brings a modern feel. The client portal is definitely my favorite feature. It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients. #### Cons I feel like the implementation meeting for canopy could be a little longer. The meetings are an hour long, but I feel like they can be 15-30 minutes longer. During the implementation process, a lot of questions are asked which can eat up a lot of the time. It feels like most meetings there was an abrupt end because our implementation specialist has to go to another meeting immediately after. #### Reasons for switching to Canopy We found that CCH Axcess was outdated and did not have the same capabilities as Canopy. --- ### Basic Accounting Software or CRM - Overall rating: 5/5 - Reviewer: Aasil I. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered overall very good but pricey. The price was too much like around $500 a month which is a lot. that also in USD. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros we liked the time tracking thing the most. Always used to track the time and bill the clients accordingly. #### Cons The invoice. It is not efficient and user friendly Sometimes had error and caused it hard for us to bill the client. #### Reasons for switching to Canopy to check if canopy is worth it but it was pricey. --- ### Canopy is a good option- not sure if they are the best though. - Overall rating: 4/5 - Reviewer: John Z. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. On a scale of 1-10, I would say it is a 6.5 or a 7. There are many functions that make this very easy to use, however, as time passes the development team decides to take the ease of use and make it more challenging. Too much focus on making the interface "pretty" and not enough on actual items that make productivity better. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros The product is simple to use. However, Canopy likes to make changes to items that do not need any changes. In doing so, they break their own system for several days and the new function isn't worth the hassle. Transcripts are now significantly more complicated and time-consuming to get to. #### Cons The fact that the backend team decides to make changes as to what they think is best for the client. Most of their changes do not have any positive effect on how we operate the practice and only make things more challenging and frustrating to use. #### Reasons for switching to Canopy Pitbull was terrible in terms of being user-friendly. --- ### A reliable and well-structured platform for growing firms - Overall rating: 5/5 - Reviewer: Kamila S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with Canopy has been very positive. It’s a robust, professional platform that supports daily operations efficiently, improves client communication, and brings structure to complex workflows. It’s especially well suited for accounting firms focused on organization, compliance, and delivering a high-quality client experience. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency. The client portal is secure and easy to use, making document collection and communication much smoother. I especially value the task management and file sharing features, which help keep everything centralized and well tracked. It’s a reliable solution for firms that want to scale while maintaining strong organization and client experience. #### Cons Some advanced features could benefit from additional customization, and there is a learning curve when first exploring all tools available. However, once set up, the platform runs very smoothly and delivers consistent value. --- ### File sharing - Overall rating: 5/5 - Reviewer: Joanne S. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the file sharing option. My clients can send me or receive from me any and all the files we need. #### Cons I would like to be able to customize the screens better, such as the client information and the notes screen. #### Reasons for switching to Canopy Liked the features in Canopy much better. --- ### Great Product for a tax/accounting business. - Overall rating: 5/5 - Reviewer: John B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Experience has been good overall. Service has been prompt and good when needed. Love the fact that the product is not stagnant but is improving all of the time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros It is user friendly. It is flexible in that you can add fields. The reports are easy to run and report lots of information. #### Cons can't use many fields as merge fields in emails. Need to have more access to created fields. Could use better ways to do mass changes. #### Reasons for switching to Canopy Atom not flexible enough and it was glitchy. --- ### Good All-In-One Practice Management Tool - Overall rating: 4/5 - Reviewer: Adam S. - Verified reviewer: Yes - Industry: Management Consulting - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. User for 2+ years. It's been generally good and when asked about Practice Management tools to consider it's always one of the one's at the top of list. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All in one and continuing improvement and updates. The ability to pull and manage tax account transcripts is a unique practice management function. #### Cons Haven't found a great way for it to work as part of sales process tracking. It would also be nice to be able to pull reporting for tasks without users defined, no due dates, etc. #### Reasons for switching to Canopy To move to an all-in-one industry solution. --- ### Canopy really lives up to its name! - Overall rating: 5/5 - Reviewer: Carra-Danielle G. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: November 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Canopy is a wonderful central hub for team communication, company updates, and resources. Integrated with tools like SharePoint and advanced search features for documents, media, and employee profiles it is a very useful application. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros I love that it has a place to personalize your homepage, follow topics, and access news/events. Being a hub, it helps with organization and collaboration. #### Cons though I use it I think I like the kudos the least. Mostly because my organization rarely uses it and it isn't really recognized. --- ### Great for the price - Overall rating: 4/5 - Reviewer: Pam H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall Canopy is perfect for my small business. The task management and workflows work well for my small team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Canopy is easy to setup and utilize. My customers find it intuitive to use as well. Also support has been accessible and helpful. #### Cons When clients set up their login info. Sometimes it seemed the reset password didn’t work as expected and we had to contact support. --- ### Love Canopy - Overall rating: 5/5 - Reviewer: Jillian F. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ease of tracking our work in the office and being able to quickly see what stage each project is in or if it has already been completed. #### Cons There was a larger amount of time allocated to getting all of the task tracking and clients entered into the software. --- ### I like it, but... - Overall rating: 4/5 - Reviewer: Veronique H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, I like Canopy. I do believe that there is a lot more kinks to be worked out for the software; however, it has a lot of potential. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like the ability to to set up tasks from various places (task bar, client profile, client list, via email). #### Cons I don't like the fact that I can't message me team outside of a task in the software. I always have to message within a task only. I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list. 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. --- ### Decent Program - Overall rating: 4/5 - Reviewer: Yesica G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Not bad, overall we like using it at work #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Multiple ways to access/find documents which is great #### Cons Have to create business and personal portals separate. Also, we have a cap on the clients we can add, which isn't helpful. --- ### Great tool - Overall rating: 5/5 - Reviewer: Gabriel B. - Verified reviewer: Yes - Industry: Architecture & Planning - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great tool to have on the tool belt. It is easy to use and manage. Our team loves it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like how easy it is to work in. Also the training for a beginner is very easy. Most people don't like change. #### Cons Its a little slow sometimes but I am not sure if its our service. I have made a request to support about this already. --- ### Canopy review - Overall rating: 5/5 - Reviewer: Jamieal B. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered It is fast reliable and has a lot of different perks that can be used for your projects and what your doing #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Canopy's progress tracking features are generally well-liked by users since they enable teams to efficiently monitor and manage project progress. These features include real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and tasks management integration. #### Cons Some consumers may be concerned about cost, especially smaller companies or teams with tighter resources. Users have expressed interest in assessing the cost structure and making sure that the features and functionalities match the value offered. ## More reviews [Next reviews](https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews/?page=2) --- Canopy Reviews, Pros and Cons - 2026 Software Advice