1. [Home](https://www.g2.com/) 2. ... 3. [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) 4. [Canopy Discussions](https://www.g2.com/products/canopy-2026-05-12/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5770d878862b57fabe977ea85a889ca0/canopy-2026-05-12%282%29.png "Product Avatar Image") ![Reward for good Canopy reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/25558/medal.svg "Reward for good Canopy reviews") ](/products/canopy-2026-05-12/reviews) [ Canopy ](/products/canopy-2026-05-12/reviews) (715)4.6/5 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. Show More * * * ### 26 Discussions ### 29 Participants ### 74.0 Nps Score Already have Canopy? ### All Canopy Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments TF Loading... [Terri F.](https://www.g2.com/users/7524dad4-5742-44a4-9952-98cf1863c67a "Terri F.") • about 4 years ago Partner Partner More Options - [ # Tax data manipulation ](/discussions/tax-data-manipulation) Do you manipulate the data for input using the Adobe provided by Canopy or do you use additional software for the organization of data? [ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software) * * * \<0\>0\>Upvotes * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.&title=Canopy+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Canopy+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Canopy+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss%0aAsk+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Canopy+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss%0aAsk+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") TB Loading... [Tiffany B.](https://www.g2.com/users/89ec9ad7-a5c1-4fa8-8b1e-862663fc37d9 "Tiffany B.") • over 5 years ago More Options - [ # What is the best way to transition to Canopy's time/billing option? ](/discussions/34101-what-is-the-best-way-to-transition-to-canopy-s-time-billing-option) We currently use another program for keeping time and billing clients, but would like to switch everything over to Canopy so our clients can make their payments using the app. What is the easiest/best way to switch everything over to the new system? Any ideas input would be greatly appreciated! [ Sales Tax and VAT Compliance Software ](https://www.g2.com/tags/sales-tax-and-vat-compliance-software)[ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.&title=Canopy+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Canopy+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Canopy+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss%0aAsk+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Canopy+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss%0aAsk+Canopy+questions+and+get+answers+from+expert+users+in+our+Canopy+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/canopy-2026-05-12/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Product Avatar Image") ### Have you used Canopy before? Answer a few questions to help the Canopy community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcanopy-2024-06-06%2Fdiscuss%3Fsmall_ask%3Dcanopy-2026-05-12) No ## Top Contributors in Canopy 1 ![Tiffany T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tiffany T.") TT Loading... ### [Tiffany T.](https://www.g2.com/users/a3e5e76a-077f-40f0-83e1-512b54aa1561 "Tiffany T.") Founder 1 pt 2 PN Loading... ### [Patrick N.](https://www.g2.com/users/c2667069-1e97-44c1-8707-ad105a1d623f "Patrick N.") 1 pt 3 TF Loading... ### [Terri F.](https://www.g2.com/users/7524dad4-5742-44a4-9952-98cf1863c67a "Terri F.") Partner 1 pt 4 ![Jon P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jon P.") JP Loading... ### [Jon P.](https://www.g2.com/users/ecbf45bf-c133-4002-ae83-c107c0e62769 "Jon P.") Managing Partner 1 pt