Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm.
Average Rating: 4.6/5.0
Total Reviews: 828
How Do G2 Users Rate Canopy?
- Activity Dashboard: 8.4/10 (Category avg: 8.8/10)
- Client Portal: 9.2/10 (Category avg: 7.7/10)
- Quality of Support: 9.0/10 (Category avg: 8.8/10)
- Automation: 8.3/10 (Category avg: 7.9/10)
Who Is the Company Behind Canopy?
- Seller: Canopy
- Company Website:
- Year Founded: 2014
- HQ Location: Draper, Utah
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Twitter: @canopysuite
1,991 Twitter followers -
LinkedIn® Page: www.linkedin.com
316 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Owner, CPA
- Top Industries: Accounting, Financial Services
- Company Size: 82% Small, 3% Medium
What Do G2 Reviewers Say About Canopy?
AI-generated summary from verified user reviews
Pros
- Users find Canopy's ease of use instrumental in streamlining tax practice management and improving efficiency.
- Users appreciate the ease of task management in Canopy, enhancing productivity through automation and simplified workflows.
- Users value Canopy for its document management capabilities, streamlining tasks and enhancing client communications effectively.
- Users find Canopy's efficiency remarkable, thanks to automated workflows that streamline tasks and enhance productivity.
- Users value the enhanced efficiency of Canopy, which streamlines workflows and automates tasks for better productivity.
Cons
- Users face document management issues with Canopy, including disorganized uploads and limited communication features.
- Users report that task management can be buggy, with inconsistent statuses and overly complex workflows affecting usability.
- Users feel the limited customization options in Canopy hinder their ability to tailor tools to specific needs.
- Users find inefficiencies in Canopy, as changing or deleting items is complicated and unresponsive features disrupt their workflow.
- Users express frustration with the time-consuming setup of Canopy, requiring substantial effort to configure workflows effectively.
What Are Recent G2 Reviews of Canopy?
"Canopy Makes Us Look Modern and Professional in Every Client Walkthrough"
Rating: 5.0/5.0 stars
— Sarah P.
"Secure, Modern Client Portal with Smooth Migration and Strong CRM Workflow"
Rating: 5.0/5.0 stars
— Javier S.
