Accounting practice management software built to empower accounting firms to spend more time helping their clients succeed.
The software is cloud based and therefore easy to access.
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.
Filter reviews (217)
Filter reviews (217)
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.
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.
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,
Best Software We've Found!
Comments: I've had nothing but good experiences with Canopy. The transition and set up was pretty easy, the support has always been helpful, it's easy to use and even our clients have mentioned liking the client portal much more compared to previous software we've used.
It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product.
I really don't have much to complain about but one thing that would be helpful is being able to automate due dates to avoid weekends or holidays if they're on a semi-monthly schedule.
Alternatives Considered: BigTime and Karbon
Reasons for Choosing Canopy: Canopy was just a better overall solution and saved us money not needing more than one software for document storage / file sharing and a CRM.
Switched From: SmartVault and OfficeTools
Reasons for Switching to Canopy: The alternative products were just missing something we needed or were more difficult to use.
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.
The software is cloud based and therefore easy to access.
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.
Alternatives Considered: ProConnect Tax
Reasons for Choosing Canopy: We counted on Canopy and they totally blew it.
Switched From: Drake Tax
Reasons for Switching to Canopy: We thought they would be able to deliver everything to us at a decent price.
Canopy is Great for Small- and Mid-size Tax and Bookkeeping Firms
The two features that my firm likes the most in Canopy is the Client Portal and Tax Resolution (IRS transcript delivery service). When purchasing the software, we knew we needed a Client Portal through which clients could exchange documents with us via their smartphone, and we've really liked that feature (being able to brand it as "ours" is a nice touch). What we didn't know - until we used it - was just how much time we save with pulling IRS transcripts through Canopy's Tax Resolution tool versus pulling transcripts through IRS e-services. Once your Form 2848 is on file with the IRS, you can pull every transcript for which you're authorized for a given client with the touch of a button. They download directly from the IRS in PDF format, and with one more button you can save every transcript to the client's file. The time savings is incredible, versus downloading individual transcripts one year and one form at a time.
I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much experience with IRS-approved e-signatures (which require knowledge-based authentication). But at least I know that Canopy is compliant with IRS regulations concerning e-signatures!
Alternatives Considered: Jetpack Workflow
Reasons for Switching to Canopy: Honestly, the built-in Client Portal functionality, coupled with the ability to pull IRS transcripts directly from the IRS into Canopy (via their "Tax Resolution" module) were key selling points to us, and differentiated Canopy from all other competitors we considered.
Best Tax Resolution Software Out There!
Comments: Love Canopy and can't imagine doing our jobs without it!! The support staff is outstanding both via chat and calling in. They have been open to new ideas, are positive and almost always help us to solve our problems.
The software is intuitive and easy to use. I'm sure we under utilize it but it works great for our small office. The thing we like best is that it keeps us organized! There are so many great features though including allowing us to be paperless.
I wish we could customize the text in the "Notes" section. We use Notes a lot. Would love to be able to use colored text - red for deadlines, green for amounts due, etc. Also wish we could search the contact list by phone numbers. We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. Currently, we have to enter the phone number into our cell phone to see if it is someone we have spoken with before or a current client.
Alternatives Considered: PitBullTax
Reasons for Switching to Canopy: The support staff are so positive and eager to help in any way they can.
Canopy Tax Practice Management Software
Comments: My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software.
The software is fairly easy to use and it is constantly being updated with new features.
There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing.
Alternatives Considered: ATOM and Karbon
Reasons for Switching to Canopy: Canopy was the most polished at the time and offered one of the best price points.
Thomson Reuters File cab vs Tax Canopy
Comments: Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details and functionality) and decided to switch from Thomson Reuters File Cab. Another local CPA had also finished his vetting process so Tax Canopy already came highly recommended.
Free support - chat in or ph call. Templates for global folder creation. Once this is figured out, you can populate new client files with all the needed folders in less than 30 seconds. Using "Tags" to identify clients to send email blasts inside Canopy - brilliant! Unlimited file storage. Thomson Reuters charges me which is odd in this day and age with super affordable data storage. Annotations to files (i.e. PDFs) without paying for an ADobe license. Client portals. I've used other portal software, including the Thompson Reuters VO portal, but Canopy has this down to simple science. The Desktop Assistant allows you to edit live Word and Excel files.
File migration from File Cab. I wrote a how-to process sheet for my firm so this is doable just time-consuming. Don't let that deter you as it is part of the pain to switch from one software to another. We also are ditching Thomson Reuters Practice CS (i.e. their time and billing software) for the one inside Canopy. The invoicing and reporting are much weaker in Canopy compared to Practice CS so this is a problem but wasn't a deal-breaker. Canopy has assured me that better reports are forthcoming and I trust Canopy.
Put All Of Your Practice Managements Tasks Under This Canopy
Comments: My overall experience with Canopy has been extremely positive.
Easy to implement and use. Our clients love it!
The tax organizers are not very robust and cannot be customized.
Alternatives Considered: CCH ProSystem fx
Reasons for Choosing Canopy: Product lacked innovation and was difficult to use.
Switched From: Fixed Assets CS
Reasons for Switching to Canopy: Ease of use and price.
Has it's place
Comments: Customer support is great. The client management module is great. I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration features, like no internal chat.
I love the Client Management module and the client-facing mobile app. It is very simple for our clients to use and to send us documents securely. We have had great success with client-adoption. I also like the automated client reminders.
OMG, it takes SO MANY clicks to accomplish anything. Pretty much everything you can do inside canopy could be streamlined by reducing at least one click. Working across multiple tasks, across multiple clients, that's a lot of clicks. Also, the firm-facing mobile app UI could be greatly improved and have better functionality.
Alternatives Considered: Financial Cents and TaxDome
Switched From: ClickUp
Reasons for Switching to Canopy: Canopy made it easiest for my clients to provide me information in a secure way.
Managing financial operations with Canopy
Comments: Overall the pricing may be a bit high for some, but the software's excellent customer support and ease of use make it a recommended option for businesses looking for a comprehensive accounting solution.
One of the best aspects of the software is its ability to automate many time-consuming tasks, such as data entry and bank reconciliation, which helps save time and increase efficiency.
One potential drawback of Canopy is that it may not be as feature-rich as other accounting software options.
We loved the Emails, Task management & calendar are all in one software.
Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.
Love Canopy, worth every penny
Comments: Overall wonderful
I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.
Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things.
Alternatives Considered: BigTime
Reasons for Choosing Canopy: To combine everything into one program
Switched From: FileInTime (File In Time), QuickBooks Desktop Pro and Drake Tax
Comments: Very good experience. Tech Support has been very helpful. Our clients like the portal too.
Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.
Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.
Very user friendly for the price.
Comments: Great for task management, document management, daily use, easy to learn and use
Easy to use, email/communication integration, Document storage unlimited
Email search function is less than ideal/doesnt work at all from within a client. Can't start Word/Excel files from within Canopy Wish it would also track time for each team member for the week - would make a secondary time and attendance unnecessary.
Alternatives Considered: CANVAS, Gusto, Microsoft Teams and Karbon
Reasons for Choosing Canopy: Ease of use, document storage, price
Switched From: Aero Workflow
Reasons for Switching to Canopy: see above
We all love the program! It has kept us better organized! It's so easy to use!
Comments: Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.
Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client.
I have had an outstanding experience with Canopy!
Comments: Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.
Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!
Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.
Comments: Really great !
I like have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation.
If a client has been with another company that used Canopy and now wants to leave and to to another company who also uses Canopy, they can't without changing their email as that email is tied to the former company and they have to call to have it deleted in order to go forward with the new company. This is not always possible if they left on a bad note. The new company should be able to add and the old company would auto be deleted.
Comments: Overall a good and reliable product
Easy to use and use freindiliness. it has a client facing feature.
it is very preliminary. it can grow from basic to more sophisticated for mid tier firms.
Alternatives Considered: Bill
Reasons for Switching to Canopy: client facing feature and ease of use.
Canopy has simplified the resolution process saving me time.
Comments: This product is necessary for me on a daily basis. I benefit from many of it's features.
The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client.
When I first learned about Canopy my understanding was that they were specializing in "tax resolution" and concentrating on that area. It appears that they are now broadening their market. I understand why they would want to do this but often newer businesses start to expand or move away from what they did best and water down or slow developing their original product. I fear that Canopy is doing just that and there original product will suffer.
Good software, but confusing pricing
Canopy's client portal is very easy to use, and I received many compliments from clients on its user-friendliness. Time tracking and invoicing was simple and straightforward. I am a solo practitioner, so I'm not sure how it works for multi-user organizations, but for my practice it did the job well.
My biggest complaint with Canopy has do do with pricing. It seems like they completely overhaul their pricing structure every six months--not just raising rates, but changing how the pricing is calculated and how features are accounted for. It just got too much to track and too expensive relative to other software providers. Also, as a law firm I ended up needing an invoicing system that could manage trust accounting to stay bar compliant.
Had the software for a few years it manages our whole practice.
Comments: practice managment
Does many things very well. Love the e-sign option. Love the enhanced search by phone and email, billing has been very helpful, wonderful team, love this is cloud based.
Canopy undertakes a huge responsibility in providing so much for its users. However, there is some room for improvement. The transcripts are not reliable; the email feature doens't always stay connected and isn't reliable,mobile usage is hard for practitioner and client. Many things have been greatly improved upon. I would love to be able to brand my invoices with color and logo. How can we get clien'ts to sign in sometimes they never sign in and that a shame.
Tax Resolution Software
In the beginning, Canopy was a tax resolution software. The survey option to send to the clients for their financial summary was very helpful to construct a resolution for their tax problems.
The company evolved into a tax management software. I don't need those functions. I need a tax resolution software only. The software was cost prohibitive forcing us to purchase features we don't use. (practice management)
Canopy is Great
Comments: very satisfied as this has added a lot of value to our company very quickly.
Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us.
There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed.
Canopy Small Business
Comments: Really been worth the money.
I am a small business and it is working out great for my firm. Affordable. Customer service has been very good.
That other users can see my email if my email is integrated. This may not be an issue and longer as I have not checked it recently. Accepting payments through Canopy is too costly for me and receiving the funds too slow. I hope this improves so I don't have to pay for another service.
Canopy was and is a game changer for our firm.
Comments: It has been great overall in both the product experience and customer service
It has combined our client contact lists, document manager, communications, and has a place for consolidated requests. They are constantly making Canopy better by adding new features and improving current ones
I would like to see different ways to view task managements and work flow. Having a swim lane option would make it easier to see what tasks there are and at what stage they are in.