--- title: Canopy Reviews meta_title: 'Canopy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 719 reviews by the users' company size, role or industry to find out how Canopy works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 719 scale: '5' date_modified: '2026-07-24' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Canopy Reviews **Vendor:** Canopy **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 719 ## About 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. ## Canopy Pros & Cons **What users like:** - Users appreciate the **ease of use** of Canopy, benefiting from its user-friendly design and efficient workflow management. (154 reviews) - Users find Canopy's **task management features** invaluable for enhancing productivity and simplifying workflow processes. (96 reviews) - Users value Canopy's **easy document management** , enhancing organization and efficiency in client interactions and operations. (74 reviews) - Users find Canopy enhances **efficiency** by streamlining workflows, automating tasks, and centralizing information in one platform. (73 reviews) - Users commend Canopy for its **efficiency improvement** , significantly reducing workflow time and enhancing productivity through automation. (65 reviews) - All-in-one Solution (59 reviews) - Organization (56 reviews) - Automation (54 reviews) - Setup Ease (53 reviews) - Workflow Management (53 reviews) **What users dislike:** - Users find **Canopy's task management glitchy** , hindering efficiency and overall user experience due to outdated interface issues. (31 reviews) - Users face **document management issues** in Canopy, struggling with navigation, task organization, and merge template functionality. (30 reviews) - Users find the **limited customization** of Canopy's features frustrating, wishing for more flexibility in settings and reports. (29 reviews) - Users experience **inefficiency** with Canopy due to complicated workflows, glitches, and a dated interface, hindering productivity. (22 reviews) - Users find the **time-consuming setup** of Canopy to be a notable drawback impacting their overall experience. (22 reviews) - Limited Functionality (20 reviews) - Limited Features (18 reviews) - Users experience significant **billing issues** with Canopy, finding reports vague and lacking in balance tracking features. (17 reviews) - Client Management (17 reviews) - Difficult Setup (17 reviews) ## Canopy Reviews ### 1. CRM Switcharoo **Rating:** 4.0/5.0 stars **Reviewed by:** Tariqah M. | Owner and managing director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Canopy?** Canopy has been most helpful in mass communicating with our clients. Our prior CRM platform was difficult to build a simple email reminder, Canopy has allowed our firm to prepare multiple info emails, reminders and updates and important notices to clients in simple and efficient means. Clients also have expressed how much they like receiving requests and reminders to meet deliverables in uploading tax docs and downloading shared documents from our firm. The latter is what matters most to our boutique firm who works with clients across the US. **What do you dislike about Canopy?** There are a few nuisances we have found to be a bit troubling with Canopy; formatting emails are limited, we have not been able to "delete" a clients profile, yet only archive or remove folder access, reporting or exporting client details to further analyze in excel or for presenting at staff meetings also has its limitations. **What problems is Canopy solving and how is that benefiting you?** Managing our clients details across the practice is what we have found Canopy provides the most benefits, as a boutique firm offering taxation, financial reporting and attestation services our clients have unique needs in managing document requests and sharing. We have built templates in Canopy to provide our clients with guidance and tips to engage with us at ease. ### 2. ALL DATA IN ONE PLACE **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** Before Canopy we had several different programs to accomplish firm management, client management, and file management. Now with Canopy it is all within one program. The implementation was easy with the assistance of Canopy's team to help with the migration of data, user, and task setup. I use the program daily and have it open all day. The support team has helped with any thing that could not be taken care of with the knowledge base. Emails are integrated into Canopy by listing the client's email address. **What do you dislike about Canopy?** Canopy does not have a good scheduling calendar. You have a calendar but only you can schedule or see it. My staff schedules my appointments and needs access to my calendar. **What problems is Canopy solving and how is that benefiting you?** Document management - store documents in the client database Document security - documents are stored in the cloud Client portals - easy to use for clients access Client communications - stores client communications in client files Task Scheduling and management - tasks and subtasks are scheduled and assigned by software ### 3. Accounting Firm Review on Canopy **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa M. | Client Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** I have found Canopy to significantly change the way that I am able to view, access, and interact with our client files, suvrey responses, and personal information. It is easy to quickly access needed information in just a few seconds, which is very helpful when taking a quick phone call, or repsonding to an email. Clients have also let me know that they appreciate how Canopy allows them a variety of ways to input their information, and interact with us as well. I use Canopy and interact wtih the files on Canopy multiple times a day, and I find that if I ever have questions about how to best utilize Canopy's tools, their customer support is quick to respond to me with a solution. My previous company did not use Canopy and I found that their files were much less organized, and therefore, we were slower to repsond to client questions. Since being at this curreny company and training a new employee, I was able to see seocndhand the ease at which the new employee was able to adapt to how Canopy worked and how to use all the tools provided to their benefit. I would recommend this software to anyone working in a client oriented role. **What do you dislike about Canopy?** One thing I have found that makes Canopy a little tricky sometimes is that information does not always get accurately transferred to different documents when I am filling them out for clients. Additionally, I have found it is not easy to figure out how to edit what automatic information gets placed into documents. **What problems is Canopy solving and how is that benefiting you?** Canopy helps me to stay insanely organized with my client files, which can be complicated at times when I am receiving 50+ documents a day. It is helpful to know there is a quick, secure place I can place them. The survey feature in Canopy has also lended me a lot of help with having one place to hold all my clients financial information, and that I also have the option to be able to send it to them directly so they can fill out the more nuanced sections themselves. ### 4. Workflow, Client Portal, Built-In Features, Automated Functions, e-Sign, & Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Brian C. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** I created my own Workflow through the Tasks and Subtasks within Canopy for several of my service offerings. I also use several of the built-in features, such as the Engagements, which help automate the creation of my workflows (Tasks and Subtasks). Within my Subtasks, I've created automated e-mails to be sent to my Clients to notifcy them regarding the status of a project. I also integrated QBO with Canopy, which includes my client list and services offerings (i.e., Products and Services). After implementing Canopy in my firm in December 2023 and rolling it out to my Clients (i.e., Client Portals) in January 2024, I will be experimenting with Payments within Canopy. I've effectively consolidate several administrative and operational activities under one (Canopy) umbrella. **What do you dislike about Canopy?** There are some functions that I would like to see enhanced. For example... 1. When a Client marks a Client Request as "Complete" in their Client Portal, it shows up at "Needs Review" in my Client Portal. We used the automated reminder function, but didn't realize that we need to mark the Client Request as "Complete" in our Client Portal in order to stop the reminders from being sent out. It would be nice if the reminders stopped upon the Client Marking the Client Request as "Complete" in their Client Portal so that they aren't sent false reminders while we circle back to the "Needs Review" status. 2. When we send out our first message in the Client Portal, it doesn't date/timestamp when we sent out the first communication. When we a Client response and/or we follow-up, subsequent "Comments" have dates/timestamps. Unfortunately, when following up on unanswer Client Requests, we can't see when our initial request was sentout. 3. We will be using the Tax Organizer for the first time this year. It would be nice if we could edit the Tax Organizer to address specific details that are not currently in the default Tax Organizer (e.g., contributions to a NYS529 college savings account) and turn off certain require fields (e.g., NAICS codes in the Business Tax Organizer). 4. It would be nice if Canopy had a two-way sync of invoices with QBO. 5. It would also be nice if Canopy automatically allowed for a flat rate "late fee" to be applied to invoices that sync to QBO. Currently, Canopy only allows to an interest rate to be applied as a late fee - but this function is not available when integrated/synced to QBO. **What problems is Canopy solving and how is that benefiting you?** Canopy allows me to manage my Firm through one platform versus the use of several different applications to perform various tasks. It also helps our Firm communicate with our team and Clients through the use of the automated triggers. ### 5. CanotyTax is one the best CRM for accounting industry with all the features in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Hemant N. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2024 **What do you like best about Canopy?** Subtask List Feature and Engagement Templates. **What do you dislike about Canopy?** Send reminders of various tasks to the assigned staff members. **What problems is Canopy solving and how is that benefiting you?** Seamless document sharing to and from my clients on portal and app. ### 6. Canopy has allowed my firm to go completely virtual and stay on top of our workload! **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos Q. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Canopy?** I like the integregation of practice management tolols, such as document manager as well as signature requests, there is also the billing integragtion and questionnaires that we can send our clients. Task management is also important - I do think there some room for improvement here, such as adding tasks to your calendar, however, the tools available are so efficient and effective that have allowed me to run my firm a lot smoother. **What do you dislike about Canopy?** The price is a bit high, there are other companies out there that are priced better. **What problems is Canopy solving and how is that benefiting you?** Our firm was relying on paper so much, and with Canopy we are 100% virtual. Managing employees and workflow is a lot easier as well as taking care of billing. We have basically condensed 3 job positions into only 1. ### 7. Amazing Program **Rating:** 5.0/5.0 stars **Reviewed by:** Mary R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Canopy?** Keeping myself & my team with tasks & updates so we are easily able to keep our workflow aligned without inundating our emails. Communications with clients are easier too. The onboarding videos assisted us to get set up. When we have needed assistance Customer Support was wonderful & took care of things right away. We had an easy setup & we all use Canopy daily. **What do you dislike about Canopy?** None Canopy has been great. Would like to see possible projects listed in addition to tasks & subtasks. **What problems is Canopy solving and how is that benefiting you?** It has streamlined all of our operations. ### 8. Loving it!! **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie B. | Level V Circle Achiever, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Canopy?** Workflows and client management! It's been so great for our firm! **What do you dislike about Canopy?** Would like to be able to drill down more in filters. **What problems is Canopy solving and how is that benefiting you?** Automation of workflows and one point of reference for tasks and client info. ### 9. President **Rating:** 4.5/5.0 stars **Reviewed by:** - d. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Canopy?** Customer ease of use, secure portal, upload capability **What do you dislike about Canopy?** Inability to print organizer; also inability to run custom reports on data (e.g. revenue by client ID) **What problems is Canopy solving and how is that benefiting you?** CRM and easy client portal for housing docs and billing all in one ### 10. Great Product for Growing Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Erica P. | Problem Management Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Canopy?** Client storage and organization as well as communication and work flow capabilities. **What do you dislike about Canopy?** Pricing structure per module per user was a bit excessive. **What problems is Canopy solving and how is that benefiting you?** Client files access and data storage. ### 11. Very Pleased with Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Canopy?** It was built with the accountant in mind. Being able to automate client reminders has been amazing. It's always been easy to send a request via email. The harder part is tracking all of those requests. Canopy makes this easy to do and my client response time has improved. I also received exceptional support with an issue I had, which was a huge deciding factor. I was not waiting on a support email response. They were actively engaging with me within chat support. The initial rep that gave me the demo was wonderful as well! **What do you dislike about Canopy?** I would like a few more integrations with QuickBooks outside of just being able to bill clients. All the positives of Canopy easily make up for this though. **What problems is Canopy solving and how is that benefiting you?** Client request tracking and reminders has been huge. It's always a delicate situation to constantly send email reminders about things we are waiting on. Being able to set frequency of reminders based on your clients tendencies has been great, and it is a time saver not having to do those things manually. Task tracking is great as it helps us guage workload and no how much time we are spending with each client. ### 12. Customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Cristie W. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Canopy?** It is very easy to see the tasks you need to accomplish and where you are on your time. Totally customizable to suit what you want to see quickly **What do you dislike about Canopy?** The office assistance does not let you edit a pdf more than one time. It makes you download change, archive and upload the document if you need to do it more than one time. **What problems is Canopy solving and how is that benefiting you?** none so far ### 13. We can all access info ~ Makes great teamwork happen **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Canopy?** Having a place to store and share information about our clients is so helpful. Once documents get scanned in, we can all access them. You log into Canopy and there it is. Clients can also upload their documents to Canopy so all team members can access them. This is extremely helpful during tax season when we are all so busy. Clients appreciate not having to come down to the office to give us their documents to copy. Easier all the way around. **What do you dislike about Canopy?** The least helpful thing was having to learn how to use Canopy. It was actually quite simple though. There isn't anything I dislike about Canopy. **What problems is Canopy solving and how is that benefiting you?** All info is in one place. Easy to share notes about clients. Less email time to clarify issues. In the past few months, my company starting using "Tasks". That has been really helpful once we learned how to use it. We had some issues with some workers jumping ahead on the tax returns before they had gone through all the checking we do before a tax return is done. Now it is easy for our whole office to see where each person is on their work for a particular client. Really helpful feature. Problem solved. ### 14. Increases efficiency through templates and automation. **Rating:** 4.0/5.0 stars **Reviewed by:** Stephen S. | Data Analyst III, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Canopy?** Continuous improvement. Helpful support! **What do you dislike about Canopy?** Workflows are convoluted and unnecessarily complicated. **What problems is Canopy solving and how is that benefiting you?** Client communications and chasing down documents. ### 15. Canopy continually becomes more productive **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy C. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Canopy?** Canopy is continually trying to better it's software for the convenience of its customers and really understand everyone's business needs. I love how easy it is to offer suggestions and feedback to the support team and get their help with any issues we have. The connectivity is also excellent since we use the product daily for all workflow, billing and employee payroll timing. The setup was a bit intense to learn but once you start, it's easy to set templates up and continuing implementing it into our daily routine with integrations into our accounting software. **What do you dislike about Canopy?** Only downside right now is not being able to connect other third party software we use to Canopy and QuickBooks for payments and reporting. It does need an upgrade to the reporting module. **What problems is Canopy solving and how is that benefiting you?** It solved many of our software issues and now rolls everything into one software. Client Portals that are flexible to our needs, pulling transcripts on clients from their client file, storing files, notes, workflow and employee time by client. ### 16. Document Management that delivers! **Rating:** 5.0/5.0 stars **Reviewed by:** Ken P. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Canopy?** We switched over to Canopy Document Management about 3 months ago and it has been a great experience. Everything is easier for us now. We can easily drag and drop documents into Canopy and share with our clients with just a click. The client portal feature is easy to use, both for our staff and our clients. The conversion process was easy and implementation throughout our firm was frictionless! I would highly recommend Canopy to anyone looking for a document management solution! **What do you dislike about Canopy?** Inegration with a couple of our programs took a bit of configuration, but it was not difficult and everything is working better than it did with our previous DMS. **What problems is Canopy solving and how is that benefiting you?** We are able to receive and deliver documents securely. We use the e-signature feature and are pleased with it's simplicity. ### 17. Canopy - A excellent help to your Business! **Rating:** 4.5/5.0 stars **Reviewed by:** Paola I. | Payroll Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** I like that Canopy is easy to use, is a friendly software, help to you with her projects, homeworks, is like a guide for you have the control on your work. I use Canopy every day, and allways I have customer support. The integration betwwen Canopy and others programs or software is really simple. **What do you dislike about Canopy?** Sometimes Canopy requiered login with codes and it could be slow but when I put save the code use it is very easy. **What problems is Canopy solving and how is that benefiting you?** Canopy is helping to keep our businesses organized and controlled. It's a metric of how everything is going, what we should focus on, and where we're taking our projects. ### 18. Confusing to use and not worth the money **Rating:** 0.0/5.0 stars **Reviewed by:** Tae K. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Canopy?** I liked the theme, and tax organizer how it's nice and had good presentation **What do you dislike about Canopy?** Software is confusing to use, adding new clients, contacts, organizers, etc. they also do not let you integrate with your payment processor and they only let you use their own pmt processor so they can make money. I reached out to support team for help and they offered $350/hr for training which is beyond ridiculous. If you use this software you will get ripped off alive and see your money going out. Automation is also confusing. Taxdome has workflow pipeline tool that you can easily drag clients to next step, but for Canopy I have spent hours trying to figure out how to properly set up automation, and I still can't figure it out. When I reached out to the support team they just sent me an article that doesn't explain much about the process (basically, if you want more training then pay us $350/hr). I prefer TaxDome. When I reached out to cancel the service (I have opted in for monthly pmt in case situations like this arise) and they said I cannot cancel until October of 2025. This is extremely upsetting. Do not use Canopy, or any software from this company until they start being fair with their policies. I am totally done with this company. **What problems is Canopy solving and how is that benefiting you?** Nothing really. They're just pointing to the contract and looking the other way. ### 19. Owner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Canopy?** How much organization it has brought to our workflow for both backend and user side **What do you dislike about Canopy?** I wish the deposits were easier to see when they were scheduled to deposit in batches. **What problems is Canopy solving and how is that benefiting you?** I am Not sure. We just onboarded a few weeks ago ### 20. Canopy has been an excellent tool for the firm **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Canopy?** Canopy has helped the firm with giving organization and direction. **What do you dislike about Canopy?** Nothing noted. There is nothing I can say that I don’t like about canopy. **What problems is Canopy solving and how is that benefiting you?** Tracking tasks and deadlines and it has been very effective. Also using as a client facing portal has been excellent. ### 21. Love Canopy **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine B. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2021 **What do you like best about Canopy?** Canopy helps to keep the workflow running smoothly and keeping notes from year to year. Also, reminders of things that are not yet complete. Also, like having a platform that clients can access and esign their tax documents. Its great having all the year's files in one easy-to-access place. **What do you dislike about Canopy?** The only thing I can think of that would make it better is if the tax returns were done in Canopy and didn't have to be imported from another program. **Recommendations to others considering Canopy:** try it **What problems is Canopy solving and how is that benefiting you?** Really helps stay organized and orderly. ### 22. Davids Review **Rating:** 4.0/5.0 stars **Reviewed by:** David K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Canopy?** Your ability to see the list of tasks as past due. Due this week ands due next week. As well as scan and upload straight to canopy desktop assitant. **What do you dislike about Canopy?** I wish I could unarchive a document and have it go back to the original folder it was in, I would also like to see an archive history. **What problems is Canopy solving and how is that benefiting you?** Having all communiction with a client in one place. Canopy allows us as a teram toi see all communication with a client so we know if a document has been requested, so we dont double text a client. ### 23. Canopy helped me start my small accounting firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Travis W. | CPA, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Canopy?** I like that Canopy allows me to manage the majority of my firm's workflow seamlessly. Previously, I relied on separate apps for billing, time tracking, project management, and client data storage. Since starting my own tax practice last year, Canopy has been awesome, it has helped me consolidate 90% of my tech stack into a single platform. This has streamlined my operations, and allowed me to become a 100% cloud based accounting firm. **What do you dislike about Canopy?** Canopy's task workflow seems a little hard to use and is not as intuitive as some others I have used in the past. More specifically I have a hard time figuring out why staff cant see certian sub-task etc when they are assinged to them. I probally just need to play around with this section more. **What problems is Canopy solving and how is that benefiting you?** I think the main reason I choose Canopy is to have a centalized workflow managmenet system and I think Canopy does a great job addressing that issue. ### 24. Very effective way for a company to manage clients and delegate tasks! **Rating:** 5.0/5.0 stars **Reviewed by:** Alyssa B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Canopy is really great for organizing our client's documents that they are uploading. It is user friendly and easy to understand/explain. The tasks are lovely because it is easily discernable when they have been completed and by who. I love the notes section so that everyone in our company can acess information about the client at the ready. It's great for company-wide communication since we have on-sight and remote workers. **What do you dislike about Canopy?** Sometimes the notifications can be a bit wonky and I often miss client uploads because I am not notified through Canopy or in my email. I hope that this issue can be resolved so that I can stay on top of things in the future. **What problems is Canopy solving and how is that benefiting you?** Canopy helps us have a place for all of our clients to upload their documents so that we can go paperless and not be surrounded by tax documentation up to the ceiling in our offices. It helps us communicate with one another on a better level because information about each client can be left in the notes section. It helps us accomplish our tasks in a timely manner and makes us aware of the work that needs to be done by which deadline. ### 25. Canopy customer service is very good **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine S. | Tax Resolution Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** Often times when frustrated with a product, it's the customer service function of a company that can make or break the product. I've found Canopy's customer service to be very good overall. They product is good, but the service behind it is better in my experience. **What do you dislike about Canopy?** Wish they'd change "survey" to something better. It's not really a survey. It's a collection of financial data. So I don't like that. There's some limtations too on how the Forms work. **What problems is Canopy solving and how is that benefiting you?** I collect financial data for Collection Information Statements. My primary use of Canopy is Tax Resolution. ### 26. The Best App for Accessing and Managing Client Info, Documents, and Tasks—Anywhere, Anytime" **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** It's the best app for staying connected and productive, no matter where you are. Whether I'm working from my home office, a different location, or even another country, I can always access and manage client information, documentation, and tasks in real time. It's the perfect tool to stay organized and up-to-date with clients, no matter the situation." **What do you dislike about Canopy?** Something I don’t like about Canopy is that when notes are added to a task, there’s no reference to the specific task the note is associated with in the notes section. It would be really helpful if there were a way to include a clear reference or link to the task the note pertains to, making it easier to stay organized and track the context of each note. **What problems is Canopy solving and how is that benefiting you?** Task notification are great as reminder ### 27. Has features that no one has **Rating:** 4.0/5.0 stars **Reviewed by:** ryan c. | Director of operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Canopy?** They listen to our feedback and make improvements **What do you dislike about Canopy?** Working on Canopy to make improvements specific to our firm **What problems is Canopy solving and how is that benefiting you?** After 4 months canopy has not solved any problems. We spend most of our time trying to find workarounds ### 28. We implemented canopy last fall to replace mango and smart vault **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Canopy?** Canopy e signature is great our clients love how easy it is to sign documents now! **What do you dislike about Canopy?** The reports in canopy suck. I know they are working on getting more reports **What problems is Canopy solving and how is that benefiting you?** Providing document storage, workflow management, time tracking, invoice, billing and collections etc ### 29. Great product - recommend it to all my colleagues **Rating:** 5.0/5.0 stars **Reviewed by:** Sam M. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Canopy?** Canopy is very user-friendly, from both the practitioner side and the client side. It's intuitive and easy to use, even for those who aren't tech savy, and has great features. **What do you dislike about Canopy?** Really the only negaitve I can think of is you can't customize the tax organizers, however, I believe this is a feature they are currently working on. **What problems is Canopy solving and how is that benefiting you?** Canopy has allowed us to centralize both our client relationships and documents, so everyone at the firm has access to the same information. It's also made working remotely much easier. ### 30. Canopy is amazing program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Canopy?** Canopy has assisted me and my staff to increase communication between us and our clients. We love the ability to support our clients with a robust file system. **What do you dislike about Canopy?** We do use canopy payments and the lag time for payments to be deposited of 4 business days is sometimes difficult with out an option to accelerate the deposit like other processesors. **What problems is Canopy solving and how is that benefiting you?** Ease of work flow and one spot for all clients activities and needs ### 31. Canopy is a great product for a busy accounting office. **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanette O. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Canopy?** Canopy helps our office keep track of tasks, documents, payments and other business information. It is easy to use and a great resource for our office. Canopy listens to their users. They strive to update and improve the user experience on a regular basis. Canopy support is responsive and helpful when questions arise. **What do you dislike about Canopy?** There was a bit of a learning curve, but I appreciate the responsiveness of support and all the tutorials and knowledge base available. **What problems is Canopy solving and how is that benefiting you?** Canopy has really helped our office keep our tasks, documents, payments and other business information in one place. Canopy is making us more efficient. It decreases time spent managing projects and information. We spend less time figuring out where we are on a project and what we should be doing; instead we can focus on clients and addressing their needs. ### 32. Great User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly M. | Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Canopy?** When we switched to Canopy, we were able to combine the function of 4 programs into one. Having one central place to manage client information, handle billing and payment, receive document uploads and manage workflow has improved our functionality and effectiveness. No more switching between programs to figure out where a project is or to find the correct phone number for a client! In addition, I love the thoughtful way that Canopy goes about improving existing features and adding new features. They solicit client feedback about what is important and how the features will be used. I would say I interact with the development staff through online surveys and/or virtual meetings once a month on average. They are great at communicating the changes that they're working on so everyone is on the same page. **What do you dislike about Canopy?** The next feature I would love to see added would be the ability to text message clients within Canopy! **What problems is Canopy solving and how is that benefiting you?** Canopy has allowed us to consolidate most of the functions of our tax firm into one program. The only part of the tax prep process Canopy doesn't handle is the actual tax prep! ### 33. SIMPLIFY PROCESSES **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** I HAVE BEEN WORKING WITH CANOPY FOR 18 MONTHS. AND IT IS INCREDIBLE HOW THE SYSTEM HELPS ME SIMPLIFY ADMINISTRATIVE PROCESSES. IN MY OFFICE I LOAD THE INFORMATION IN A CONTINUOUS AND ORDERLY MANNER AND WHEN YOU HANDLE A HIGH VOLUME OF CLIENTS IT IS MUCH EASIER TO KEEP THE CHRONOLOGY OF THE ACTIONS OF EACH OF OUR CLIENTS, I LIKE CANOPY AND I RECOMMEND IT 100%. **What do you dislike about Canopy?** BEFORE THE LAST UPDATE I DON'T LIKE THAT TO SEARCH IN DIFFERENT FOLDERS I HAD TO EXIT AND ENTER **What problems is Canopy solving and how is that benefiting you?** WE HAVE A SIGNIFICANT VOLUME OF CUSTOMERS. TO CONTINUE GROWING WE NEED A SYSTEM THAT COMPRESSES AND SIMPLIFIES THE INFORMATION. IN ADDITION, ALL ASSIGNED USERS HAVE ACCESS TO THE INFORMATION ### 34. They put the Can in Canopy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** Canopy has made our work processes much simpler as well as more trackable as well. It a tool that we use daily to keep tabs that nothing is being forgotten. We started using it about 5 months ago and our team was able to learn it pretty quick. **What do you dislike about Canopy?** The reporting feauture, I wish there was more build in reports to facilitate the processes alot faster rather than have to export the data elsewhere. **What problems is Canopy solving and how is that benefiting you?** Canopy is making sure that we keep a tab on each client and that there is open communication between our firm and them. This keeps our clients engaged thus causing less clients to drop us and going with someone else. ### 35. Canopy Tax Software **Rating:** 4.5/5.0 stars **Reviewed by:** John B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Canopy?** The organization canopy brings through the task sequencing is amazing. Tasks don't get lost or delayed because they are prioritized for you. **What do you dislike about Canopy?** It would be nice to have Tie-ins to Drake and other tax software. A way to merge duplicate records including notes, tasks, ect. Would be nice **What problems is Canopy solving and how is that benefiting you?** It tracks clients and tasks well reminding us of things that need to be completed. I love the file storage system and the client interface. ### 36. Room for Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** April W. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Canopy?** I have been using Canopy software for a while now and there are definitely many positive aspects to it. The user interface is very user-friendly and it is easy to navigate through the different features. The customer support is also very helpful and responsive. **What do you dislike about Canopy?** There are some negatives as well, especially when it comes to the billing portion of the software. One major issue is that there is no way to put a balance on an account, which can be frustrating when trying to keep track of expenses. The billing report is also quite vague and doesn't provide detailed information about what is billed in the invoices. This means that you would need to open each invoice one by one or view by client individual, which is very time-consuming and unhelpful. Overall, I would enjoy using Canopy more if it was structured like Easyacct, with more detailed billing reports and the ability to easily track account balances. **What problems is Canopy solving and how is that benefiting you?** None, Canopy is causing more problems than solving them ### 37. Canopy is worth every penny **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica P. | Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Our firm loves Canopy. It has made our workflow much more efficient and less stressful. Initially, you may feel lost cause there is so much to do with this software but the Canopy represenatives will walk you through every step of the way and help you implement the integration process. We use the software every single day and it really helps keep track of our workflow and daily tasks. If we ever have any questions we contact their customer service and they have always been extremely reliable and helpul. **What do you dislike about Canopy?** We love everything about it - no issues !!! **What problems is Canopy solving and how is that benefiting you?** It definitely makes our work lives alot easier. The software allows us more time to interact with clients and cultivate reationships and spend less time on processes. ### 38. Great Accounting Workflow Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Patty H. | Owner Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Canopy?** Helps us tremendously to keep track of our workflow. My firm has 10 employees who all work remotely, it has been a great tool for us. **What do you dislike about Canopy?** I wish it could be color-coded. Also, if it was easier to learn how to customize filters **What problems is Canopy solving and how is that benefiting you?** Canopy is our work flow tool. It helps us keep track of all our steps in the process of getting all the tasks done to completion. ### 39. All-in-one Management for firms of All Sizes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Canopy?** Utilizing workflows across a large team can help everyone have insight into what steps different accounts are on and easily identify actions that need to be taken. **What do you dislike about Canopy?** Some features involving intricate workflows and recurring tasks need to be improved to more intuitive and user friendly. Having an option to skip the "needs review" status for subtasks that do not require that step would be extremely helpful for efficiency. **What problems is Canopy solving and how is that benefiting you?** We use Canopy to manage a 1400+ client financial planning firm as well as 700+ client tax service. Canopy allows us to integrate these services and have the teams work together unlike other financial planning firms. ### 40. The future is now! **Rating:** 5.0/5.0 stars **Reviewed by:** Steven R W. | Director of Business Engagement, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about Canopy?** 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. **What do you dislike about Canopy?** 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. **Recommendations to others considering Canopy:** DO A DEMO and try it out before you make a costly mistake. **What problems is Canopy solving and how is that benefiting you?** WORKFLOW mostly at this point is the main benefit as we are extremely busy with lots of moving parts. But we keep expanding into other areas like billing, tax transcripts, etc. Having the client portal was a life saver during COVID. We purchased Canopy to try to migrate all clients and files into so we had it ready for 2020 taxes. We ended up putting it in service in late March and got a lot of great feedback from our clients. They found a real value add to our service which will help us invoice more. ### 41. Canopy has enabled us to have better internal and external communications **Rating:** 4.5/5.0 stars **Reviewed by:** DL F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Canopy?** What we found to be most helpful about Canopy is: 1 - Our ability to effectively track the progress of client projects. 2 - The ease of use. We get a lot of positive feedback from our clients. They love it! 3 - Canopy is a great communication tool. We set up recurring client reminders and that has totally automated the process of trying to obtain missing client information. 4 - It's a great management tool for me as the business owner. At a glance, I can see what work is backlogged, which staff members have capacity for new projects, and how long each task has been in our pipeline. **What do you dislike about Canopy?** I don't have much to offer here. There is a bit of a learning curve to implement Canopy into your business, but I believe that would be the case for any new practice management tool. **What problems is Canopy solving and how is that benefiting you?** Canopy has provided automation to the tracking of tasks, assingments, and projects. We used to do that via spreadsheet, which was not automatically updated in real-time (like Canopy is). The other big help was in automating client reminders. That takes the burden off of our staff to continue asking for missing information. Finally, the Canopy client portals have been very well received. The Canopy client portals simplify the process of sharing data with our clients in a secure environment. **Official Response from Patrick Nelson:** > Thank you for this detailed feedback! We're thrilled to hear that Canopy has improved your internal and external communications. We hope Canopy can continue to be an easy-to-use tool for communication, tracking client projects, and managing your entire business! ### 42. Best Document Cloud Solution **Rating:** 4.5/5.0 stars **Reviewed by:** John F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Canopy?** They have one of the best cloud document solutions for tax professionals and their customers for both Windows and Apple devices. We use the platform on a daily basis throughout the day to help us with our tax processing workflow. It's easy to get started and quick to learn the user friendly platform. They have a large team of staff for support if any issues arises. They have several available integrations with 3rd party apps. **What do you dislike about Canopy?** Lacking text recognition OCR capabilities around documents and images. Their PDF viewer does not render certain PDFs correctly. Images do not have the ability to save rotations of upside scanned documents. They do not support encrypted password protected documents online but is supported on iPhone/iPad app. **What problems is Canopy solving and how is that benefiting you?** It allows us to work remotely. Makes it easy and efficient to get documents from customers. They also have eSignature capabilities to allow customers to digitally sign documents. Finally they can also pay our invoices online too. **Official Response from Patrick Nelson:** > We're glad to hear that you find Canopy's cloud document solution to be one of the best. We appreciate your feedback on the ease of use and the support provided by our team. We understand your concerns about the OCR capabilities, PDF rendering, and image rotation, and we are continuously working to improve these features. Stay tuned as we're planning more updates on these features this year! If you want a sneak peak, attend our upcoming roadmap webinar. Sign up here: https://www.getcanopy.com/blog/canopy-product-additions-roadmap ### 43. 6 Months Using Canopy **Rating:** 4.0/5.0 stars **Reviewed by:** Alexis M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Canopy?** My favorite aspect of using Canopy is it's ability to fufill multiple firm needs with one platform. This has allowed us to decrease our tech stack with Canopy taking the place of multiple other platforms, creating a more efficient use for our staff, and a better experience for our clients. **What do you dislike about Canopy?** Canopy seems to still be in the developemental stages in some of its features. While it is great to have new content, it does seem like they are quirks or bugs when rolling things out. Additionally, there is still room for improvement on the features it does have. I know the developement team is always actively working on ways to improve though. **What problems is Canopy solving and how is that benefiting you?** Prior to Canopy, we had multiple platforms for file management, CRM, project management, proposals, online payments, and sending bulk emails. Canopy is able to be one hub where we can easily track our projects and link proposals, payments, etc where the entire team has visibility. We have been able to offboard some of our tech stack, and use Canopy instead. This is great from a budgeting prospective, and also not having to duplicate work in keeping data up to date in multiple platforms. **Official Response from Patrick Nelson:** > Thank you for sharing your feedback on your experience with Canopy! We're thrilled to hear that you are enjoying the platform's ability to streamline your firm's needs and provide a more efficient experience for your staff and clients. Canopy was built to be your firms central hub, so its great to hear we've consolidate your tech stack and provide a centralized hub for project management, proposals, payments, and more. We appreciate your insights on areas for improvement and want you to know that our development team is continuously working to enhance Canopy's features and address any quirks or bugs that may arise during updates. If you have any specific suggestions or encounter any issues, please don't hesitate to reach out. We're here to support you every step of the way! ### 44. 1 Year later **Rating:** 4.0/5.0 stars **Reviewed by:** Phillip W. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Good CRM. Great Client Portal. Sufficient storage for client files. **What do you dislike about Canopy?** Slow onboarding process - onboarding agents were not very helpful or knowledgable. Many of the questions that I had about onboarding and working the software had to be researched on my own. You can submit requests for updates to be added, but they likely will take years to be reviewed. Changes can happen to file folders and softare without any notice (ie "Contacts" being changed to "Clients", e-signature pages being changed, Files tab being changed). **What problems is Canopy solving and how is that benefiting you?** Providing a great client portal for cients to upload and view tax documents. Provides a good CRM for keeping notes and allowing accountants to stay on the same page. ### 45. Overall quality product and it's obvious they are making investments to continue to improve it. **Rating:** 4.0/5.0 stars **Reviewed by:** Alex S. | Adjunct Professor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Canopy allows me to run my entire firm through their firm operating system. I use it all day, every working day. Modular subscription model allows you to add features as you grow. Integrates with other software / file management systems. Easy to view status of all open items, staff work, etc. Implementation was near painless. **What do you dislike about Canopy?** While clients can send files unprompted, it is not possible for clients to request data or communicate with the firm unprompted. (They can respond to requests that the firm sends, but they cannot ask questions or request information from the firm through the portal.) Customer support is prompt and courteous, but becuase they push hard to resolve all issues via chat, it can be difficult to get answers/resolve issues if your question or problem is more complicated or unusual. **What problems is Canopy solving and how is that benefiting you?** Connects what would otherwise be multiple separate systems into one tool. Gives visibility across the entire firm. ### 46. Canopy makes it easy to manage everything in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** I love the Canopy desktop assistant. It saves me from printing to PDF and then dragging items in manually to my file management system. I also love the AI-drafted emails. The e-sign capabilities, secure upload links, and secure download links are very convenient for us with clients across the country. The layout of Canopy is very sleek and I love the organization of Notes, Files, Tasks accessible under each client. I use Canopy every single day. It was very easy to learn. **What do you dislike about Canopy?** I do not use the email integration that Canopy offers unless I need to send an AI-generated email. I find it hard to ensure I am responding to the right thing. While Canopy is known for their client facing simplicity, I do find I need a more comprehensive set of instructions from Canopy while onboarding a client. It would be nice if they provided a short video overview for the client with their portal invitation that also highlighted how easy the app is to use. **What problems is Canopy solving and how is that benefiting you?** It helps me solve remote practice management challenges such as securely storing & sharing information between our firm and clients. The desktop assistant and the AI-generated emails save me a lot of time writing emails and saving correspondence from clients to their records. ### 47. Great way to communicate with clients **Rating:** 5.0/5.0 stars **Reviewed by:** Marie D. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** I like the billing tab. I'm able to create invoices quickly and more efficiently. I can also time myself for each work I'm doing per clients. **What do you dislike about Canopy?** I can't think of anything right now.everything works fine so far **What problems is Canopy solving and how is that benefiting you?** Canopy is solving the problem of adding a calendar, creating invoices and a time tracker all at once. ### 48. Great support team and always introducing added improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Cade S. | Business Performance Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **What do you like best about Canopy?** The Canopy support team is great at quick responses and finding answers to my issues. They are great when helping on a "how to" question as well. Canopy cares about its users and engages with them frequently to learn from them while they are working on a new product or launch. It was easy to implement for my staff and integrate without many changes. **What do you dislike about Canopy?** There are times when Canopy can run slow (they have made great efforts towards this and most of the time it is good now). Additionally, there are times when customization could be better to fit the needs of my firm, but the platform is a great, well-rounded software. **What problems is Canopy solving and how is that benefiting you?** Insights has been an amazing help to see customized reports across all areas of my practice. ### 49. All-In-One Tax Practice Software **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy R. | Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Canopy?** I love the all-in-one aspect of Canopy. We can plan work-flow, send documents back and forth securely to our clients, create invoices and accept payment all in one place. There is also a robust training section as well as CE included in our subscription. We run our practice start to finish through Canopy. It's fantastic! **What do you dislike about Canopy?** Canopy is always making improvements to their program, so I am hopeful that we will see more flexibility in modifying invoices. **What problems is Canopy solving and how is that benefiting you?** Canopy makes it easy to manage workflow for all the people in our office. Once the work is done, we can invoice and receive payment all in the same application. ### 50. Canopy Review **Rating:** 4.5/5.0 stars **Reviewed by:** Corinne E. | Enrolled Agent & Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Canopy?** Canopy has been a great implementation to our firm in managing our files, clients and projects. I am a huge fan of the client portal and the features that make it easy to integrate client requests with our ongoing projects. **What do you dislike about Canopy?** So far we have not found much that we do not like about Canopy. There are a couple minor features that are a little confusing to navigate but for the most part it has been flawless. Although, we just recently implemented Canopy. **What problems is Canopy solving and how is that benefiting you?** Canopy has taken out the need for numerous spreadsheets keeping up with tasks, client information and other pertinent information we have to keep track of in an accounting firm. It is nice to have all of this stuff in one place with one login. ## Canopy Discussions - [Tax data manipulation](https://www.g2.com/discussions/tax-data-manipulation) - 2 comments, 1 upvote - [What is the best way to transition to Canopy's time/billing option?](https://www.g2.com/discussions/34101-what-is-the-best-way-to-transition-to-canopy-s-time-billing-option) - 1 comment, 1 upvote - [View Canopy pricing details and edition comparison](https://www.g2.com/products/canopy-2026-05-12/reviews?page=7&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-07-24+16%3A47%3A41+-0500&secure%5Bsession_id%5D=fda13c54-fd56-4e57-a3c2-ad1efc23043d&secure%5Btoken%5D=7a5e1521ca57da78d6c4661f9a20804fdf6c326acf5dbe217a664a801e0b90e7&format=llm_user) ## Canopy Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - [Filed](https://www.g2.com/products/filed/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [IRS Software](https://www.g2.com/products/irs-software/reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Odrive](https://www.g2.com/products/odrive/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [RingCentral Events](https://www.g2.com/products/ringcentral-events/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Shared Contacts for Gmail](https://www.g2.com/products/shared-contacts-for-gmail/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) ## Canopy Features **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control **Platform Data** - Dashboard **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Natural Language Interaction **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations ## Top Canopy Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (890 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (243 reviews)