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Who Uses Canopy?
Canopy is ideally suited for mid-size accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform.
What Is Canopy?
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience 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 post-filing issues.
Canopy Details
Canopy
https://www.getcanopy.com/
Founded 2013
Compare Canopy with similar products
Starting price
Free Version
Free Trial
Canopy deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Deployment
- Cloud, SaaS, Web-based
- Windows (Desktop)
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- Live Online
- Webinars
- Documentation
- Videos
Canopy Features
Accounting Software
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Management
- Audit Trail
- Automatic Billing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- CPA Firms
- Compliance Management
- Credit Card Processing
- Document Storage
- Expense Claims
- Expense Tracking
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Government
- Fund Accounting
- General Ledger
- Income & Balance Sheet
- Inventory Management
- Inventory Tracking
- Invoice Management
- Mobile Access
- Multi-Currency
- Multi-Location
- Nonprofits
- Order Management
- Payroll Management
- Project Accounting
- Project Management
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Receipt Management
- Recurring/Subscription Billing
- Reminders
- Sales Tax Management
- Status Tracking
- Tax Management
- Third Party Integrations
- Workflow Management
Actuarial Software
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Audit Trail
- Billing & Invoicing
- Client Management
- Client Portal
- Configurable Workflow
- Credit Card Processing
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Due Date Tracking
- Electronic Payments
- Email Management
- Expense Tracking
- Financial Analysis
- Financial Management
- For Accountants
- For CPA Firms
- Invoice Management
- Invoice Processing
- Messaging
- Multi-Currency
- Online Payments
- Progress Tracking
- Project Management
- Project Time Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Secure Data Storage
- Staff Management
- Status Tracking
- Task Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Workflow Management
Billing and Invoicing Software
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- Billing Portal
- Client Portal
- Contact Database
- Contingency Billing
- Credit Card Processing
- Customisable Branding
- Customisable Invoices
- Customisable Reports
- Customisable Templates
- Document Management
- Document Storage
- Dunning Management
- Electronic Payments
- Email Management
- Estimating
- Expense Tracking
- Financial Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Mobile Payments
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Billing
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Sales Tax Management
- Tax Calculation
- Third Party Integrations
- Time & Expense Tracking
- Timesheet Management
- Workflow Management
Document Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Management
- Audit Trail
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Management
- Customisable Branding
- Customisable Templates
- Data Import/Export
- Digital Signature
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- File Conversion
- File Management
- File Recovery
- File Sharing
- File Transfer
- Forms Management
- Full Text Search
- Offline Access
- Optical Character Recognition
- Projections
- Reporting & Statistics
- SSL Security
- Search/Filter
- Secure Data Storage
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Version Control
- Workflow Management
Law Practice Management Software
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- Built-in Accounting
- CRM
- Calendar Management
- Case Management
- Client Management
- Client Portal
- Communication Management
- Conflict Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customisable Forms
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Deadline Management
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Email Management
- File Management
- Forms Management
- Invoice Management
- Legal Case Management
- Microsoft Outlook Integration
- Records Management
- Reminders
- Reporting & Statistics
- SSL Security
- Task Management
- Task Progress Tracking
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Trust Accounting
- Workflow Management
Project Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Billing & Invoicing
- Budget Management
- Calendar Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Cost-to-Completion Tracking
- Customisable Templates
- Document Management
- Document Storage
- Drag & Drop
- File Sharing
- Gantt/Timeline View
- Idea Management
- Issue Management
- Kanban Board
- Milestone Tracking
- Multiple Projects
- Percent-Complete Tracking
- Portfolio Management
- Prioritisation
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real-time Updates
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management
- Risk Management
- Status Tracking
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Testing/QA Management
- Third Party Integrations
- Time & Expense Tracking
- Traditional Methodologies
- Workflow Management
Remote Work Software
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Chat/Messaging
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Customisable Branding
- Customisable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Employee Activity Monitoring
- File Management
- File Transfer
- Live Chat
- Meeting Management
- Monitoring
- Prioritisation
- Progress Tracking
- Project Time Tracking
- Projections
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real-time Updates
- Remote Access/Control
- Remote Support Software
- Reporting & Statistics
- SSL Security
- Single Sign On
- Softphone Software
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- Time Zone Tracking
- Two-Way Audio & Video
- Video Chat
- Video Conferencing
- Workflow Management
Tax Practice Management Software
- ACH Payment Processing
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Automatic Backup
- Bank Reconciliation
- Billing & Invoicing
- Cash Flow Management
- Cash Management
- Client Management
- Client Portal
- Compliance Management
- Configurable Workflow
- Credit Card Processing
- Customisable Branding
- Customisable Templates
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Due Date Tracking
- Email Invitations & Reminders
- Employee Management
- Expense Claims
- Invoice Management
- Mobile Access
- Payroll Management
- Project Management
- Purchasing & Receiving
- QuickBooks Integration
- Real-time Updates
- Receipt Management
- Reminders
- Reporting & Statistics
- SSL Security
- Sales Tax Management
- Scenario Planning
- Status Tracking
- Task Management
- Tax Filing
- Tax Forms
- Third Party Integrations
- Timeline Management
- Timesheet Management
- Transaction History
- Workflow Management
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Canopy Reviews
Read all reviewsOverall rating
Average score
Steven r W.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 27/05/2021
""The future is now!""
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.
- Reviewer Source
- Reviewed on 27/05/2021
Brielle B.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 1/06/2021
"Canopy is the Admin on our team!"
Comments: we have been with Canopy for several years and starting out they did not have the features they do now. They are very responsive with feature requests and we really like the improvements they have made. Canopy is constantly improving the user environment and making a better product.
Pros: Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth.
Cons: Unfortunately Canopy does not sync with QuickBooks desktop.
- Reviewer Source
- Reviewed on 1/06/2021
Dustin J.
-
Overall Rating3 /5
-
Ease of Use3 /5
-
Features & Functionality1 /5
-
Customer Support1 /5
-
Value for Money1 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 2/01/2020
"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 2/01/2020
Shelley L.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 21/05/2021
"Great for Tax Resolution practices!"
Comments: Overall Canopy has made our office more streamlined and efficient. It has allowed us to work remotely which has been so important during this past year.
Pros: Canopy is very user friendly with many great features. It has allowed our firm to go paperless. Given the fact that the IRS is paper driven, that says a lot! Customer support is excellent for everything from asking for help to utilize functions or suggesting changes!! The Canopy app is excellent as well which allows us to access our client files no matter where we are.
Cons: The cons are minor but I wish I had the option to dress up my "Notes" with highlighting and using different color text to break up the notes.
- Reviewer Source
- Reviewed on 21/05/2021
Denise G.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality3 /5
-
Customer Support4 /5
-
Value for Money3 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/05/2021
"Canopy Software"
Pros: We loved the Emails, Task management & calendar are all in one software.
Cons: 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.
- Reviewer Source
- Reviewed on 24/05/2021
