Canopy Pricing Overview

I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application. They always making improvements to their software, including AI features. They provide simple to use solutions for CRM, communication, client portal, workflow management, and billing. I love the customization of the client portal, which can be customized for different types of clients. Not just for tax clients. I have clients that I do accounting for, but not tax prep, and tax clients that l do not do accounting for. Canopy makes it possible for all my clients to be under one "CANOPY". This is one of my favorite aspects of it. I have had a very positive experience using Canopy, as have my clients. Review collected by and hosted on G2.com.

The cost of adding additional licenses for certain features like workflow and document management modules is high. I would like for a data entry person to be able to use the document management module without paying such a high cost for an additional license. Review collected by and hosted on G2.com.

We enjoy the file system and the client portal the most as well as some of the bulk email features Review collected by and hosted on G2.com.

canopy develops new features but only does 50% of it and then generally doesn't come back and finish it. examples include roles - we can only use roles at the sub task level not the parent task level therefore its useless to our organization because we pass tasks by the parent task not the sub task. another example is it takes on big projects that take too long and add little value when it can make small refinements to existing features that would add tremendous value and save its customers time. example is a basic feature like being able to access the file folders from a task with less clicks. Review collected by and hosted on G2.com.