--- title: Canopy Reviews meta_title: 'Canopy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 715 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: 715 scale: '5' date_modified: '2026-07-13' 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:** 715 ## 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 commend the **ease of use** of Canopy, enhancing efficiency and streamlining tax practice management seamlessly. (154 reviews) - Users value the **efficient task management** features in Canopy, enhancing productivity and simplifying workflow in tax practices. (96 reviews) - Users value the **easy document management** of Canopy, enhancing organization and productivity in client interactions. (74 reviews) - Users find Canopy enhances **efficiency** with its automation, simplifying billing, task tracking, and client communication seamlessly. (73 reviews) - Users commend Canopy for its **time-saving automation** and seamless workflows, significantly boosting efficiency in accounting tasks. (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 note that **Canopy's task management is glitchy** , affecting efficiency and overall user experience due to outdated interface design. (31 reviews) - Users face **document management issues** in Canopy, hindering efficiency and causing frustration with task organization. (30 reviews) - Users desire **greater customization** in Canopy's features, particularly for tax organizers and permission settings. (29 reviews) - Users experience **inefficiency** due to glitchy performance and complicated workflows, hindering effective task management in Canopy. (22 reviews) - Users find the **time-consuming setup** of Canopy frustrating, leading to delays in task management and overall usability. (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. Pretty good experience with Canopy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2024 **What do you like best about Canopy?** Canopy helps me be more organized with my tax prep workflows. **What do you dislike about Canopy?** I can't move documents from a client's personal account to his business account. **What problems is Canopy solving and how is that benefiting you?** Canopy is solving the problem of how do I keep clients' documents secure. ### 2. Great business solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Dominic H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Canopy?** The software really helps us to stay organized **What do you dislike about Canopy?** The Workflow implementation is complicated **What problems is Canopy solving and how is that benefiting you?** Organizing files and communication for the clients is simple with Canopy. ### 3. Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Canopy?** Being organized and collaborative for teamwork **What do you dislike about Canopy?** Not being able to copy texts and one way integration with google calendar **What problems is Canopy solving and how is that benefiting you?** Putting everthing togeher and task management ### 4. Senior Tax Preparer **Rating:** 4.5/5.0 stars **Reviewed by:** Hargobind S. | Senior Tax preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Canopy?** Canopy can bring productive results when it comes to decision making or need info about client data. **What do you dislike about Canopy?** It takes time to learn about it and need more detailed training **What problems is Canopy solving and how is that benefiting you?** Easy to locate client data and easy to manange client data ### 5. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Canopy?** Great product. Seamless integration with Windows. Easy to manage workflow. Highly recommend. **What do you dislike about Canopy?** The connection with the virtual drive breaks too frequently. **What problems is Canopy solving and how is that benefiting you?** Managing the workflow. ### 6. Canopy is a must-have for any CPA firm! **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Canopy?** Canopy seamlessly integrates functionality for every part of our firm. The price was very reasonable, as it replaced 6 software services we had before. The set up was a breeze, the integration staff at Canopy are so friendly, and the client set up was easy too. Our clients already love the new portal **What do you dislike about Canopy?** So far the only difficulty we've had is getting email connected - but that's mostly our fault because we have such strict security implemented. **What problems is Canopy solving and how is that benefiting you?** Canopy is making us more efficient by having so many automations and integration features. **Official Response from Patrick Nelson:** > We're thrilled to hear that Canopy has seamlessly integrated into your firm and replaced multiple software services. We appreciate your feedback on the setup process and the positive impact it's had on your clients. Regarding the email connectivity issue, our support team is available to assist with any security-related challenges. We're glad to hear that Canopy is making your firm more efficient with its automation and integration features. ### 7. Solid Platform - Constantly Improving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** The ease there is to pick and choose what components I use, even on a client by client basis **What do you dislike about Canopy?** Name Search function clunky on how it pulls names (i.e. first and or last name), but really not that big of a deal **What problems is Canopy solving and how is that benefiting you?** Canopy keeps all my client info in one place. ### 8. Easy to use software **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe L. | Client Service Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** Canopy is very easy for our office to use. It is very user-friendly and not complicated to use. There are millions of help articles out there that will help troubleshoot any problem I am having with Canopy. Canopy support chat is also extremely helpful and friendly. I especially like how helpful Canopy Desktop Assitant is, this app allows scanning documents into the portal with ease. **What do you dislike about Canopy?** The only thing I dislike about Canopy is that I do not have the option to change the color themes of the programming. I think I would enjoy Canopy even more if I was able to brand Canopy to the colors of our business. I think Canopy could have some more design features added in. **What problems is Canopy solving and how is that benefiting you?** Canopy is allowing our business to have a database that any of our workers can reach anywhere and anytime. It is also giving us a very organizational way for us to store all of our clients and their documents. We also have been using the tasks more often which has improved efficiency in the office! ### 9. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** After trying so many different (and clunky) task and time tracking softwares we ended up on Canopy. It was great when we started almost 2 years ago, but every month it's gotten even better with the Canopy team making updates. They listen to their users and make updates that are asked for. It's so great! **What do you dislike about Canopy?** Many of the complaints with Canopy have gone away with new updates. However the billing does remain the least great part of the software. We flat fee bill, so we don't experience as much of the frustration we would if we hourly billed, but even flat fee billing has some big downfalls. **What problems is Canopy solving and how is that benefiting you?** Task tracking. Assigning tasks. Time tracking. Billing. We utilize Canopy for everything. We were able to take 3 different systems and utilize Canopy for it all. It's so great to have one software, and we know we're sticking with it. We're not looking for the next thing to try anymore. ### 10. It is a very easy product to use for firm management **Rating:** 5.0/5.0 stars **Reviewed by:** Christine P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** The ease of use for our staff and clients. The portal system is easy for our clients to understand after a little training. **What do you dislike about Canopy?** Getting the reports you want sometimes is cumbersome and sometimes just not available. **What problems is Canopy solving and how is that benefiting you?** Tracking tasks and due dates; Identifying what we do for each client. ### 11. Canopy has room for improvement for larger companies **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Canopy?** Client portal, uploading documents feature, invoicing and payment all in one system **What do you dislike about Canopy?** The system needs to able to run reports without timing out, information needs to be accurate **What problems is Canopy solving and how is that benefiting you?** Tasking works great. Helps keep track of outstanding returns ### 12. XTREME Freedom **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Canopy?** CANOPY software is an essential online platform that helps our business run smoothly. **What do you dislike about Canopy?** CANOPY billing system for draft invoices needs The ability to be totaled for projected future sales. **What problems is Canopy solving and how is that benefiting you?** Document tools Such as combined PDF, etc., are helping our business tremendously ### 13. Helpful to keep documents together and in order **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Canopy?** A few things I like about Canopy is the ease of access for clients to use. Also we dont have to email clients their documents, we can upload them to Canopy and clients have all their documents together in one place. **What do you dislike about Canopy?** Although its easy to use and helpful for our clients, they have a issues logging in or being able to view documents. **What problems is Canopy solving and how is that benefiting you?** Client communication and helpful to keeping documents in order ### 14. Great platform for all around practice management solutions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Canopy?** Task management and document workflow integration **What do you dislike about Canopy?** Lack of client-facing folder structure. It would be nice to be able to provide the client with a specific structure of folders on their end. **What problems is Canopy solving and how is that benefiting you?** Task management/document management ### 15. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Tara B. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Canopy?** We all can share communication with one client **What do you dislike about Canopy?** Little extra tasks that need to be elimanated **What problems is Canopy solving and how is that benefiting you?** Tracking how much hours we spent on ### 16. Caopy **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamed A. | Senior Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2023 **What do you like best about Canopy?** the perfect sofware for CPAs. you have everything under one umbrella **What do you dislike about Canopy?** not sending text messages to the clients **What problems is Canopy solving and how is that benefiting you?** IRS notice ### 17. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Canopy?** Makes communication easy with clients. Easy set up. **What do you dislike about Canopy?** Would like to be able to hide documents behind a bill until paid. **What problems is Canopy solving and how is that benefiting you?** Making it easier to use and communicate with clients ### 18. Overall Excellent, Sometime Buggy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Canopy?** How clients have access to their files 24/7 and can see all of their paid invoices. **What do you dislike about Canopy?** Sometimes there are bugs in the system that can make the process of client work slower. This isn't all the time. Also, I do not like how you can't edit the main client name without contacting support. **What problems is Canopy solving and how is that benefiting you?** Solving the ease of getting IRS transcripts, and sharing client information securely. **Official Response from Patrick Nelson:** > We're glad to hear that you appreciate the 24/7 access to files and the ability to view paid invoices. We apologize for any inconvenience caused by occasional system bugs and the limitation on editing main client names. We are constantly working to improve our system and your feedback is valuable in this process and we'll make sure to fix the issue. Thank you! ### 19. Very easy to use Portal for my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Joe N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** I'm very happy that my clients find it easy to view, and upload documents. That was my biggest issue over the years. Now, with Canopy, I feel confident and happy that my clients are happy. **What do you dislike about Canopy?** I don't use all the features that come with Canopy. I feel like it is over priced for what I use it for. If I used all the features then maybe it could be worth it. **What problems is Canopy solving and how is that benefiting you?** User interface for clients. It makes it easy for clients to use who aren't tech savy. That is the primary problem that Canopy is solving for me. It saves me time when clients are able to upload important documents for me. ### 20. easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** user friendly. i can easily navigate thru tabs **What do you dislike about Canopy?** so far, i dont dislike any of the features that i use **What problems is Canopy solving and how is that benefiting you?** monitoring of tasks ### 21. What did we do before Canopy? **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** The ability to transmit &exchange sensetive information safely & securely. Won't put our clients privacy at risk. **What do you dislike about Canopy?** Not being able to simply delete items & clients that are no longer active. Everything has to be archived. **What problems is Canopy solving and how is that benefiting you?** It allows us to contine to serve our clients even when they move away, even to other countries and they feel completely safe. ### 22. Very intuitive cloud based practice management **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine B. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** We use this for a tax law practice and it has worked great overall. I like the UI/UX the best as it allows for shorter learning curves for onboarding new team members. **What do you dislike about Canopy?** Purchasing models and features are quite confusing and it is hard to do on my own. I usually need to contact customer service to get a better understanding of what I need to purchase and I usually need help getting them to order those modules on the back end. **What problems is Canopy solving and how is that benefiting you?** Seeing the status of all of our cases and giving me a simplified invoicing module is very helpful. I also love how mobile-friendly the platform is for our users. You can see what you have going on right from the app. **Official Response from Patrick Nelson:** > Thank you for this feedback, Catherine! Keep an eye out for Canopy's New and Upgraded Payments module coming soon. ### 23. Manzelli Consulting Review **Rating:** 5.0/5.0 stars **Reviewed by:** Joe M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** I like that Canopy is a well-designed practice management tool that has all that I need in it. Having file storage combined into a client portal that also allows me to attach files to a task management system makes things so easy. Built in document signing is a plus. **What do you dislike about Canopy?** There is ONE thing that I wish could be updated. That is allowing tax return due dates on tasks being updated to a new due date when the task status is on extension. If I change the due date manually and complete the task, which is set as recurring, the next year due date would default to the extended date. **What problems is Canopy solving and how is that benefiting you?** Being a one-stop place to manage my practice. This saves time & energy. ### 24. Great Storage Options!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Erica P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Canopy?** I am currently using the storage option, which I knew was an issue for my firm as I had hundreds of client files in folders with no clear order. The software not only allowed me to clear up some much-needed personal storage but also allowed for the organization of the files and a portal for client access. **What do you dislike about Canopy?** I tried the time module; however, it was not an excellent fit for my firm yet. I tried it out, and it worked well, but I could not find value in my current firm structure for my organization. I believe a firm with more staff may find this very useful. **What problems is Canopy solving and how is that benefiting you?** Storage and organization! I love having customer information all in one location, and as I grow, it can grow with me. I feel like I am getting a handle on my workload as I have a place for files, notes, and communication. ### 25. Very Clean and Easy Program **Rating:** 5.0/5.0 stars **Reviewed by:** chelsea c. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Canopy?** I like the support services. You can call or connect with someone on their chat link. **What do you dislike about Canopy?** There have been some problems with installation of the desktop assistant. We are hoping this problem will be resolved soon. **What problems is Canopy solving and how is that benefiting you?** Canopy will save us time by allowing us to help clients in bulk. I think our clients will appreciate how user friendly it is. **Official Response from Patrick Nelson:** > We're glad to hear that you find our support services helpful! Our team has since resolved the installation issues with the desktop assistant, and we appreciate your patience. We're excited that Canopy is saving you time and making it easier to help your clients! ### 26. Simplify my accounting practice **Rating:** 5.0/5.0 stars **Reviewed by:** Rodolfo Q. | Junior Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Canopy?** It allows you to manage everything from a single platform. It has the advantage of saving money and time, greater security, and better communication with customers. **What do you dislike about Canopy?** Sometimes not all the file tabs load properly. **What problems is Canopy solving and how is that benefiting you?** Organization and productivity **Official Response from Patrick Nelson:** > We're glad to hear that Canopy has been helpful in managing everything from a single platform, saving you time and money, improving security, and enhancing client communication. ### 27. Workflow transfer **Rating:** 4.0/5.0 stars **Reviewed by:** David L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Canopy?** 2022 was our first year using Canopy. Canopy allowed us to replace four software apps and create one uniform platform. Clients found the portals very user-friendly, and handing off work to different staff during the tax preparation process was a breeze. This was evident with our remote team, who found the dashboards ideal for managing their work in process. Automating notifications to clients and staff and assigning subtasks automatically was a significant improvement to our previous software. **What do you dislike about Canopy?** We currently find the Invoicing / Collections side of the software still needs some upgrading. It is not as robust as our previous software and does not allow for bill payment outside of the portal environment, such as a link on a website page. **What problems is Canopy solving and how is that benefiting you?** Work flow automation and task management is far more clear with Canopy. Staff find it much easier to stay on track with their work obligations. ### 28. Try it! You'll Love it! **Rating:** 4.5/5.0 stars **Reviewed by:** Zsacquelyn M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2022 **What do you like best about Canopy?** I love the ability to house client data in an organized manner for accessibility by both my team and my client. Ouse the client management, time and billing features the most. **What do you dislike about Canopy?** I'm currently on legacy pricing. I really dislike having to change to a pricier a la Carte selection now. I have grown accustomed to using the software in its entirety across all my clients but find now that I have to select the different parts of the software and then those selections are available to a clientele limited by my ability to pay for certain blocks of membership. **What problems is Canopy solving and how is that benefiting you?** We use canopy as a complete client communication module. We are able to create and maintain notes specific to an individual client and allow access to files and documents that are of benefit for the client's knowledge. My team is able to work with any of our clients (when necessary) by reviewing notes, files, budgets and correspondence that has already been covered with the client and another team member. ### 29. Easy to work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Canopy?** easy to work on tasks with reminders and emails **What do you dislike about Canopy?** I think there is nothing that is not useful to us, everything is useful **What problems is Canopy solving and how is that benefiting you?** In daily use as it is a good way to work efficiently ### 30. Intuitive File Tracking Program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Canopy?** The options to leave client requests within subtasks is excellent and helps to increase efficiency within the firm. Especially when dealing with cleint contact and making sure not to let clients fall through the cracks. **What do you dislike about Canopy?** Drop and click additions need to be tightened up. Edit & Archive options should probably only be available to admin. Staff may want to look into billing/invoicing additions as well. No owner wants their clients to see what they've spent all in one page/invoice. **What problems is Canopy solving and how is that benefiting you?** Canopy is helping our firm to tighten control on file management and time billing. This is increasing our productivity within the firm; additionally, when it is used correctly by everyone within the firm, client file and communications are being recorded for a better more streamlined customer service experience. **Official Response from Patrick Nelson:** > We're glad to hear that you find our subtask feature helpful for client requests! We appreciate your feedback on the drag and drop functionality and the options for editing and archiving. We will definitely take your suggestions into consideration for future updates. Thank you for sharing your experience with Canopy! ### 31. Best Management Tool for Accountants Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Darren P. G. | Board of Directors, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Canopy?** Everything. It has made client document storage, communication and essential information easy to access and find. My team loves the ease of use and being able to keep our client information updated in one place. The connection with our email is wonderful too. All our resources in one place. Easy to save documents to client folders directly from our email. **What do you dislike about Canopy?** We like everything about Canopy. It helps us keep Client Company information separate but connected to their Personal information. That was took a little time to get used to but now we love it. **What problems is Canopy solving and how is that benefiting you?** Just ease of keeping all the client data in one place and they are continuing to add new features as well like AI Chat communications. It's definitely aided our efficiency. ### 32. Unlimited ways of organizing for each unique client or Company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Canopy?** The amount of information /details that you can put in each client or Company's secure portal is unlimited. If a situation arises and you have a question or need help you can either call or chat on line live. **What do you dislike about Canopy?** As everything there is always room for improvements but it seems Canopy does their updates, changes and improvements as they are created by canopy or suggested by a user after being reviewed for this improvement. **What problems is Canopy solving and how is that benefiting you?** If there is a problem I can just reach out for help anytime through a phone call or live chat. Like anything the layout was changed for improvements which took alittle getting use to but there was always someone available for helping my issues. **Official Response from Patrick Nelson:** > We're glad to hear that you appreciate the unlimited information and details that Canopy offers for each client or company. Our live chat and phone support are always available to assist you with any questions or help you may need. ### 33. Canopy Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** Canopy is a good all in one solution for client practice management, billing, task tracking and client portal. It is pretty easy to use, the support team is very helpful and they are constantly working to improve the product. The functionality to combine files of different types (JPEG, PDF, Excel, Word) into a single PDF file is very helpful as is the ability to use an unzip function directly in the product. Client feedback is that the portal is fairly simple to use and they like the e-sign functionality. There are numerous videos and articles that help you to learn about the product as well. **What do you dislike about Canopy?** Currently, the edit feature doesn't work inside a Citrix environment so this limits the functionality in that environment. Some of the features in billing are still a bit basic, it would be nice to have more capability there. It would also be nice to have a feature where you can share only certain files in a client's portal with other individuals. For example, sharing a tax return with a financial advisor. Also, the task tracking could use some work, Changing a status from in process to review, for example, resets the clock and this is not always helpful. The time and billing software needs improvement. **What problems is Canopy solving and how is that benefiting you?** Client communication, project tracking, billing. Having these in one solution saves time and also helps staff as they don't have to learn multiple platforms to do their everyday work. Having a central location for client files and for internal files is also very convenient. ### 34. Relatively painless transition to meeting with clients and working online. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2023 **What do you like best about Canopy?** The organizer is a great tool, especially for onboarding new clients. I also like the fact that with Canopy I already have electronic copies of client documents and files. **What do you dislike about Canopy?** I don't think there is a downside to Canopy once you've figured out your best workflow processes. That took me awhile, but am now confident that nothing will fall through the cracks. **What problems is Canopy solving and how is that benefiting you?** They take care of the payment processing, they are very responsive to suggestions from users. Now that I have my work processes down I am more efficient. My clients love that they can upload their documents as they are recieved. Having our email exchanges in the contact file is super helpful. ### 35. Great platform but still needs more feature. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2023 **What do you like best about Canopy?** We like the feature of integrating Google Workspace email and calendar. So far, we currently using Canopy as an alternative for BQE, and we currently exploring how Canopy helps us much better with our process. **What do you dislike about Canopy?** 1.) In the task templates, there was no automation or task logic for the pre-requisite task. Apparently, there are no strict fool-proof ways for a sub-task's/task's status to be not to be changed accidentally. They only have the notification. 2.) We find the recurring automation confusing. 3.) There is no way to bundle multiple tasks under 1 service Item which we would like to be seen in the invoice. **What problems is Canopy solving and how is that benefiting you?** We are looking forward to the reporting but right now, we could say that we are able to save in cost from the previous one that we used. We still in the early stage of using Canopy. **Official Response from Patrick Nelson:** > Thank you for sharing your experience with Canopy. We're pleased to hear that you are finding cost savings and exploring the platform's potential. We have noted your feedback on the task templates, recurring automation, and bundling tasks, and we will work on improving these aspects. ### 36. Working less hours for more productivity and profitability? Yes, please! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** Super intuitive and aesthetically pleasing UI, and the automations make workflow transitions between team members seamless! Our communication between staff members and efficiency has sky-rocketed, and everything is finally in one place, visible to the whole team, and accessible from work, home, and even our smartphones. Onboarding staff will be so much easier in the future with all of these processes built into Canopy and all aspects of client communication in one place. The eMail integration, searchability, and new AI capabilities are incredibly helpful, and Canopy's commitment to constantly improving the product and providing resources and prompt support have us excited for the future! **What do you dislike about Canopy?** We have only found two things we'd like to see improved with Canopy. First of all, the automations can have a slight lag, taking 2-5 seconds to run after clicking a subtask as complete. If you click through multiple subtasks too quickly, the automation back it up and you'll have to mark as completed again. Not a huge deal, but we hope they find a way to run those automations quicker in the future so we can click through the screens a bit faster when possible. Second, we have not found a way to link an Individual Client to a Business contact as far as tying automations between them. We are hoping in the future, we can, for example, have a 1040 Return be automatically created and set to Ready for an individual client when the associated 1065 Return for the business owned by that client is marked as Complete. **What problems is Canopy solving and how is that benefiting you?** Primarily, it has streamlined our workflow processes, improved in-house communication about tasks and project status, and created a place where all information about a client, including recent communication with other team members, is accessible to all staff members from any device or location. ### 37. Canopy is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon T. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Canopy?** The best thing about canopy is having all of your clients information all in one place. Everything from personal info, entity info, files, invoices, it is all there. Canopy is constantly updating their platform to better serve their customers. This truly has evolved our practice. **What do you dislike about Canopy?** Issuing refunds in Canopy is a little bit of an issue but we have found work arounds for those rare occasions. **What problems is Canopy solving and how is that benefiting you?** We are able to send invoices and receive payment quicker than ever. It is nice to be able to request documents from clients and have reminders set up until we receive those documents. We have loved the task side of things for our firm. It helps us stay organized and we always know where things are at. Our task management is better than it ever has been before. The file structure is very user friendly and has little features that make our processes simple. **Official Response from Patrick Nelson:** > Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm. We're also really happy to announce that refunds are going to become easier with our new payments platform. If you haven't upgraded - learn more here: ### 38. Canopy is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Mandy F. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Canopy?** Canopy makes it easy to coordinate and communicate - the two most pivotal aspects of making our work efficient and effective. I also ADORE the workflow options, their support team is AMAZING and if you have an update request - it sometimes feels like all you have to do is ask! **What do you dislike about Canopy?** We utilize QBO for our accounting software internally and the integration with Canopy isn't perfect. It works - but there are glitches. They're aware of them and based on our previous experience with how they address issues - I fully expect them to do everything they can to make that integration top knotch. **What problems is Canopy solving and how is that benefiting you?** It is so much more than document retention - we manage our workflows, client communications, billing and all aspects of file storage and sharing. We have made leaps and bounds as a business since fully implementing Canopy. ### 39. We were bamboozled! **Rating:** 0.0/5.0 stars **Reviewed by:** Theresa K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Canopy?** Nothing - it's difficult to find things, and clients couldn't figure out how to use the portal & complained (we even lost a client as a result of the functionality). They will charge you for implementation & not give you any support. QBO integration is garbage - lots of duplicates, and can't sync invoice payments from Canopy to QBO easily. That's a very manual process. Workflows will not trigger off of invoice payments. Engagements also can't collect payment at the time of execution. **What do you dislike about Canopy?** Impossible to assign a "team" from your company to a task - you have to assign each person individually. You can't schedule emails to clients, therefore I had to go back to my email software to do that. Lots of major workarounds for software that is supposed to be "all-inclusive". The sales rep will tell you they have a feature and it won't work as intended or desired. Very expensive compared to competitors. **What problems is Canopy solving and how is that benefiting you?** It's not - this software is awful. Please stay away! The sales rep will make it out to be the best thing ever. If you ask about specific features they'll tell you it's included even if it's not. Thankfully, we were able to get a refund. **Official Response from Patrick Nelson:** > Hi Theresa, We’re sorry to hear that your experience with Canopy has not met your expectations to date. We take reviews like this as an opportunity to win back the trust of our valued customers and drive continuous improvement in our product and customer processes. Support will be in contact with you to clear up any issues you may have and help turn your experience around asap. Thank you again for your feedback ### 40. Very good and helpful platform for businesses. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** Canopy has many workflows ready to go, but if you don't find "the one," you are able to create your workflows very easily. You can also create tasks and reminders that are super beneficial if you have a busy schedule. **What do you dislike about Canopy?** One thing I believe Canopy is missing is being able to change the language of any document into Spanish. Most businesses will eventually have a client whose first language is Spanish. It would be great if Cnopy could have a setting where the language could change to Spanish only for the client that needs it. **What problems is Canopy solving and how is that benefiting you?** Once you complete a task, you have the ability to mark it "Completed" in Canopy. This helps the business owner know what tasks have been taken care of, which are in progress, and which tasks have not been started yet. ### 41. Have used Canopy tax software for last 3 years. Has everything i need for my Tax Resolution clients **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2020 **What do you like best about Canopy?** Ease of using fillable forms/transcripts **What do you dislike about Canopy?** Not much other than cost as have cut down on clients. If IRS had not closed probably would not need **Recommendations to others considering Canopy:** If you will need to work with IRS or a State tax agency. This is the software that will make the daily work easier! **What problems is Canopy solving and how is that benefiting you?** Poa form. getting transcripts ### 42. Very Robust - Glad I found it **Rating:** 5.0/5.0 stars **Reviewed by:** La'Toya R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Canopy?** Everything. It's almost an all in one solution. The clients only need to go to one place for everything! **What do you dislike about Canopy?** It's e-sign function is not able to recognize signature defaults so we have to manually place signatures each time. **What problems is Canopy solving and how is that benefiting you?** More automation. Some functions are not automatic like recording a completion date. You have to add that as an option ### 43. Canopy is cutting our admin time in half **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** We used to have our client information and communications in 3 different programs. With Canopy, everything is in one place. The clients and our office are all playing in the same sandbox. In addition, our clients have taken to using Canopy with very little prompting and instruction which really frees up our time. **What do you dislike about Canopy?** One downside is that Canopy must be accessed via browser. If internet goes down, we don't have access. This is not a huge issue since it is linked to the mobile app, but we would feel more comfortable accessing a dedicated application on our workstations. **What problems is Canopy solving and how is that benefiting you?** We are cutting our administration time in half. We don't have a dedicated admin person so admin work is time not billed. Canopy makes things like reminding clients automatic and so less time is dedicated to admin. **Official Response from Patrick Nelson:** > Thank you for taking the time to leave this review! We appreciate your feedback. We're excited to hear the impact Canopy is making at your firm but we'd like to make the product as functional as possible. Send us your input about the browser problem, here: ### 44. Canopy was everything I was missing and more **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Canopy?** I love Canopy's feature to automatically remind clients of items I need and due dates. **What do you dislike about Canopy?** I haven't found anything I dislike about them yet. **What problems is Canopy solving and how is that benefiting you?** Canopy keeps track of my tasks on my calendar, syncs all client emails to one location, integrated AI for email responses, has an amazing client portal and more! **Official Response from Patrick Nelson:** > We're thrilled to hear that you're enjoying Canopy's features, especially the automatic reminders and task tracking. Thank you for your feedback! ### 45. Good Experience with Canopy **Rating:** 5.0/5.0 stars **Reviewed by:** Charles J. H. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Canopy?** The ability to centralize client document transfers securely has been extremely helpful. Canopy allows us great flexibility in organizing our client workpapers, and it allows my partners and associates the ability to freely review files across the firm. Feedback from clients has been very positive regarding their ability to upload and download 24/7/365. Easy to reset when clients lose or forget their login credentials. **What do you dislike about Canopy?** No downsides to Canopy to date. We've been pleased overall. **What problems is Canopy solving and how is that benefiting you?** The need for safe and secure document transmission is invaluable in today's business climate. ### 46. My experience with Canopy is just GREAT. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Canopy?** In general I like everything about it but mostly I like the tasks option,timer and that i can notify my clients when I share something. **What do you dislike about Canopy?** I dont think i have something that i dislike. **What problems is Canopy solving and how is that benefiting you?** I can organize folders of different clients, keep track of my tasks and the hours worked. **Official Response from Patrick Nelson:** > We're thrilled to hear that you are enjoying the tasks option, timer, and client notification features in Canopy! Thank you for sharing your positive experience. ### 47. The Portal **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Canopy?** I like that I can communicate with clients in a direct way, we can share documents. I like that within my colleagues we can clearly see what each individual is working on, their sorting features are incredibly helpful. **What do you dislike about Canopy?** I used to be able to see within the subtasks who pushed the task forward and when, since the new update, that has gone away, and I miss that! I liked being able to hold myself accountable or see the trail of the task at hand. **What problems is Canopy solving and how is that benefiting you?** I don't know that a problem is being solved by using Canopy but it is benefiting us by seeing a step by step guide as to how to proceed with a task at hand and include all parties, I love the date feature too so you can see when things need to be completed by. ### 48. Excellent Platform for CPA Firm! **Rating:** 5.0/5.0 stars **Reviewed by:** Frank Mario C. | Financial and Tax Adviser, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2022 **What do you like best about Canopy?** Online, user-friendly, customizable and scalable. **What do you dislike about Canopy?** No tax calendar feature or options and at times difficult to manage auto reminders. **What problems is Canopy solving and how is that benefiting you?** Access to client data online by team and access by clients to their data online 24/7. ### 49. On Boarding and communication could use some help **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Canopy?** The workflow prospects. Number of features. **What do you dislike about Canopy?** On Boarding and communication needs to be better. Client count limits are ridiculous for the price. **What problems is Canopy solving and how is that benefiting you?** We are setting up individual meetings so communication and on-boarding is taking a while, but it's better. **Official Response from Patrick Nelson:** > Thank you for sharing your thoughts on the onboarding and communication. We understand the importance of these aspects and are actively working to enhance them for a smoother experience. ### 50. Work Productivity Improved **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** Being connected with my whole team seamlessly. I do not have to worry about what the other members of my team are working on since we can all easily check the whole firm's workload. **What do you dislike about Canopy?** I am not a fan of the email feature on Canopy yet. I like to organize my email, and not being able to move emails into different mailboxes can get annoying. I do hope Canopy can improve its email feature and add email sorting. **What problems is Canopy solving and how is that benefiting you?** Canopy is solving my firm's need to work collaboratively and understand the workload of each of the team members. The task and automation features really help in the flow of how our tasks get done. ## 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=9&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+14%3A02%3A53+-0500&secure%5Bsession_id%5D=3dc04ef8-8197-40b5-b0e1-7c19a7f4afb7&secure%5Btoken%5D=c6239bb28355240c23ee3f39fa28a5da2b612b3585cecf8717927806bfa8669a&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 (889 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)