--- description: Learn more about Canopy pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.ca/software/150647/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.capterra.ca/software/150647/canopy-tax?page=2) > Accounting practice management software that assists with document, client, tax, payment, billing and proposal management processes. > > Verdict: Rated **4.5/5** by 286 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Canopy? Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 286 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support Software | 4.5/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Canopy - **Location**: Lehi, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$22.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Time \& Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts \& Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Access Controls/Permissions - Accounting Software - Accounts Receivable Software - Approval Workflow - Archiving & Retention - Bank Reconciliation - Billing & Invoicing - CRM Software - Client Management - Client Portal - Collaboration Tools - Compliance Tracking - Contact Database - Customizable Invoices - Customizable Templates - Document Capture - Document Classification - Document Management Software - Document Storage - Due Date Tracking - Electronic Signature - Expense Tracking - File Conversion - File Sharing Software - Financial Management Software - Financial Reporting Software - For Tax Practices - Full Text Search - Invoice Processing - Meeting Management - Milestone Tracking - Mobile Payments - Payment Processing Software - Payroll Management - Project Management Software - Project Planning/Scheduling - Quotes/Estimates - Remote Support Software - Reporting/Analytics - Reporting/Project Tracking - Resource Management Software - Search/Filter - Status Tracking - Task Management Software - Tax Calculation - Tax Management Software - Time & Expense Tracking - Time Tracking Software - Version Control - Workflow Management Software ... and 12 more features ## Integrations (23 total) - Adyen - Calendly - Drake Tax - FreshBooks - Gmail - Google Calendar - Google Contacts - Google Forms - Google Sheets - Intuit ProConnect Tax - Lacerte Tax - Mailchimp - Microsoft 365 - Microsoft Excel - Microsoft Outlook ... and 8 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Tax Practice Management Software](https://www.capterra.ca/directory/31359/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.capterra.ca/directory/31359/tax-practice-management/software) - [Accounting Practice Management Software](https://www.capterra.ca/directory/31360/accounting-practice-management/software) - [Project Management Software](https://www.capterra.ca/directory/30002/project-management/software) - [Billing and Invoicing Software](https://www.capterra.ca/directory/30015/billing-and-invoicing/software) - [Document Management Software](https://www.capterra.ca/directory/30063/document-management/software) ## Alternatives 1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3282 reviews) 2. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8413 reviews) 3. [QuickBooks Enterprise](https://www.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20621 reviews) 4. [QuickBooks Desktop](https://www.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2555 reviews) 5. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2007 reviews) ## Reviews ### "Great all-in-one tool but pricey and need polish" — 5.0/5 > **Verified Reviewer** | *September 21, 2025* | Investment Management Software | Recommendation rating: 10.0/10 > > **Pros**: Easy to use, clean design. Client portal is super helpful, clients upload docs, see invoices, all in one place, saves lot of time. Helped a lot when I had to prepare documentation for clients taxes. > > **Cons**: Price is a bit high, some file issues happen and workflow not always flexible. Few bugs here and there can slow things down. > > Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work faster and more simple. ----- ### "Canopy really lives up to its name\!" — 5.0/5 > **Carra-Danielle** | *November 12, 2025* | Oil & Energy | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Basic Accounting Software or CRM" — 5.0/5 > **Aasil** | *July 17, 2025* | Accounting Software | Recommendation rating: 7.0/10 > > **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. > > overall very good but pricey. The price was too much like around $500 a month which is a lot. that also in USD. ----- ### "Great product for our new Tax Firm\!" — 4.0/5 > **Shari** | *December 17, 2025* | Accounting Software | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Decent product for the money, could integrate better" — 3.0/5 > **Rachel** | *December 12, 2025* | Accounting Software | Recommendation rating: 7.0/10 > > **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. > > 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. ----- Page: 1 / 13\ Next: [Next page](https://www.capterra.ca/software/150647/canopy-tax?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/150647/canopy-tax) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data