Canopy

Who Uses Canopy?

Accounting Professionals, Tax Professionals, Tax Attorneys, Enrolled Agents.

What Is Canopy?

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices. Use Canopy totally free with up to 20 contacts. Start your free account today.

Canopy Details

Canopy

https://www.canopytax.com/

Founded 2013

Canopy Cost Overview

Canopy has a free version and offers a free trial. Canopy paid version starts at USD 99.00/month.

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Starting Price

USD 99.00/month

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Support

24/7 (Live Rep)

Online

Canopy Features

  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking

View full list of Accounting Practice Management Software

  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

View full list of Accounting Software

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customisable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

View full list of Billing and Invoicing Software

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

View full list of Document Management Software

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

  • Collaboration
  • Electronic Signature
  • Employee Activity Monitoring
  • Live Chat
  • Meeting Management
  • Remote Access
  • Remote Support
  • Softphone
  • Task Management
  • Time Zone Tracking
  • Video Chat
  • Web Conferencing

View full list of Remote Work Software

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

View full list of Tax Practice Management Software

Canopy Alternatives

More Canopy alternatives

Canopy Reviews

Showing 5 of 92 reviews

Overall
4.5/5
Ease of Use
4.4/5
Customer Service
4.5/5
Features
4.3/5
Value for Money
4.1/5
Danny N.
Owner
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 27/04/2018

"Canopy takes the headaches out of client management by offering a way to keep client info organized."

Comments: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Pros: That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Cons: The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

  • Reviewer Source 
  • Reviewed on 27/04/2018
Verified Reviewer
Director Of Marketing And Business Development
Financial Services
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 03/04/2018

"Canopy is to be loved."

Comments: Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.

Pros: Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.

Cons: The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.

  • Reviewer Source 
  • Reviewed on 03/04/2018
Dustin J.
District Manager
Consumer Goods, 501-1,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    1/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 02/01/2020

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

Comments: Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Pros: The software is cloud based and therefore easy to access.

Cons: 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. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

  • Reviewer Source 
  • Reviewed on 02/01/2020
Julie L.
Accountant Representing
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 10/04/2018

"As a tax professional with various types of clients I love it all in one place"

Comments: Having a secure portal and most of my client tax information in one place.

Pros: The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

Cons: That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

  • Reviewer Source 
  • Reviewed on 10/04/2018
John B.
President
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/05/2018

"Great product extraordinary customer support!"

Comments: In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.

Pros: Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement

Cons: no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.

  • Reviewer Source 
  • Reviewed on 30/05/2018