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choose better software

What Is Canopy?

Unclunk your accounting firm with Canopy’s cloud-based practice management suite. It’s client, document, workflow, time, billing, email, tax, and staff management. But that’s a mouthful. Doing all of these things in one software eliminates switching and clicking, which will help you and your staff improve efficiency, organization, and accuracy. You’ll even be able to help keep your clients efficient and organized with the client portal, automated reminders, eSign, payments, and more. Try Canopy!

Who Uses Canopy?

Canopy is suited for mid-size accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

Where can Canopy be deployed?

Cloud-based
On-premise

About the vendor

  • Canopy
  • Located in Lehi, US
  • Founded in 2013

Canopy support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

United States

Languages

English

Canopy pricing

Starting Price:

US$40.00/month
  • Yes, has free trial
  • Yes, has free version

Canopy has a free version and offers a free trial. Canopy paid version starts at US$40.00/month.

Pricing plans get a free trial

About the vendor

  • Canopy
  • Located in Lehi, US
  • Founded in 2013

Canopy support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

United States

Languages

English

Canopy videos and images

Canopy Software - Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
Canopy Software - Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Canopy Software - 3
Canopy Software - 4
Canopy Software - Get Canopy on all your devices, including mobile, and make sure you're always in the know.
View 6 more
Canopy video
Canopy Software - Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
Canopy Software - Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Canopy Software - 3
Canopy Software - 4
Canopy Software - Get Canopy on all your devices, including mobile, and make sure you're always in the know.

Features of Canopy

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Workflow
  • Archiving & Retention
  • Bank Reconciliation
  • Billing & Invoicing
  • CRM Software
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Storage
  • Due Date Tracking
  • Electronic Signature
  • Email Management Software
  • Expense Tracking
  • File Conversion
  • File Sharing Software
  • Financial Management Software
  • Financial Reporting Software
  • For Small Businesses
  • For Tax Practices
  • Full Text Search
  • Invoice Creation
  • Invoice History
  • Invoice Processing
  • Meeting Management
  • Milestone Tracking
  • Mobile Payments
  • Online Invoicing
  • Payment Processing Software
  • Payroll Management
  • Project Accounting Software
  • Project Management Software
  • Project Planning/Scheduling
  • Reminders
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management Software
  • Sales Tax Management
  • Search/Filter
  • Status Tracking
  • Task Management Software
  • Tax Calculation
  • Tax Management Software
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Version Control
  • Workflow Management Software

Alternatives to Canopy

Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Workflow and practice management software designed by accountants for accountants - helps define, organize and track your firm's work.
Tax practice management platform designed to save time, make more money and improve quality of life for firm members and clients.
A powerful cloud-based payroll processing center designed exclusively for accountants and independent payroll processors.
Cloud-based application developed for business communications that helps manage chat, meet, file sharing, and more.
Revver helps you organize and automate all of your document-dependent work, putting your documents to work for you.
Accounting Power puts accountants back in control of client accounting and lets you offer highly profitable Client Accounting Services.

Reviews of Canopy

Average score

Overall
4.5
Ease of Use
4.5
Customer Service
4.4
Features
4.3
Value for Money
4.2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Steven R
Steven R
Director of Business Engagement in US
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

"The future is now!"

5.0 3 years ago

Comments: Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Pros:

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Cons:

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Alternatives Considered: Accounting Power , Payroll Relief , UltraTax CS and Ignition

Reasons for Switching to Canopy: Best bang for the buck and most aggresive in creating new content.

Juventino
Juventino
Owner in US
Verified LinkedIn User
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

Good software with strong features and lots of promise at a pricey point.

4.0 3 years ago

Comments: 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.

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.

Alternatives Considered: TaxDome and Taxaroo

Reasons for Choosing 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.

Switched From: TaxAct Business and Taxaroo

Reasons for Switching to 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.

Jamieal
owner in Belize
Apparel & Fashion, Self Employed
Used the Software for: 1+ year
Reviewer Source

Canopy review

5.0 2 months ago New

Comments: It is fast reliable and has a lot of different perks that can be used for your projects and what your doing

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.

Brenden
CTO in Belgium
Computer Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Good for document handling and signatures but...

3.0 2 weeks ago New

Pros:

The product is able to enforce collaboration between different offices

Cons:

Every user needs a separate licence. The customer support hasn't given a good impression.

Erica
Payroll Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Best Software We've Found!

5.0 last year

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.

Pros:

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.

Cons:

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.