--- 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 285 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** | 285 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 - Activity Dashboard - Approval Workflow - Archiving & Retention - Bank Reconciliation - Billing & Invoicing - 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 (3262 reviews) 2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (1828 reviews) 3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8359 reviews) 4. [QuickBooks Enterprise](https://www.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20604 reviews) 5. [QuickBooks Desktop](https://www.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2542 reviews) ## Reviews ### "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 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. ----- ### "Change is always hard, but it will be worth it\!" — 5.0/5 > **Brent** | *December 12, 2025* | Accounting Software | Recommendation rating: 9.0/10 > > **Pros**: We shopped for a long time for a program that was capable of replacing multiple other applications in our tech stack....and didn't find anything that we liked more than Canopy. We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app. > > **Cons**: Some of the setup was challenging and takes some time. I wish that there were better integrations directly with Thomson Reuters to move tax returns easily into the system. > > Overall, my staff really enjoys the software and the ease of use once the implementation was done. Change is always hard, but it's nice to be able to look back and say that it was worth it. ----- ### "Just OK...needs improvement" — 3.0/5 > **David** | *December 22, 2025* | Accounting Software | Recommendation rating: 4.0/10 > > **Pros**: Portal, task visibility, modern look and feel, task automation, folder structure, clean look and feel, > > **Cons**: Flexibility, Best/Leading practices, Invoicing/Billing, assigning tasks, training, Executive Dashboard, calendar functionality, Hierarchy between Engagement and Task and sub tasks, > > Ok. Customer support and consulting have been just ok. I have asked multiple times for a strategic quarterback to help design and build a system that lines up with our business model. ----- 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