--- title: Canopy Reviews meta_title: 'Canopy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 815 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: 815 scale: '5' date_modified: '2026-08-08' 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:** 815 ## 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. (95 reviews) - Users value Canopy's **easy document management** , enhancing organization and efficiency in client interactions and operations. (73 reviews) - Users find Canopy enhances **efficiency** by streamlining workflows, automating tasks, and centralizing information in one platform. (72 reviews) - Users commend Canopy for its **efficiency improvement** , significantly reducing workflow time and enhancing productivity through automation. (64 reviews) - All-in-one Solution (59 reviews) - Organization (55 reviews) - Automation (53 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. (21 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) - Poor Usability (17 reviews) ## Canopy Reviews ### 1. It’s great for all accounting needs **Rating:** 5.0/5.0 stars **Reviewed by:** Dominike R. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** It's really easy to use and super robust. All tax and bookkeeping records can be easily done here. There is nothing like this **What do you dislike about Canopy?** Sometimes updates make the website confusing. But support has been great when needed. **What problems is Canopy solving and how is that benefiting you?** Storage problems and assignment of tasks. Diligence of duties. ### 2. Great platform for Accounting Firms **Rating:** 4.0/5.0 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 like being able to track individual as well as firm wide tasks and the ability to assign tasks to other team members. It was easy to implement within our firm and with our clients. **What do you dislike about Canopy?** I haven't found any items that I currently dislike. I don't believe it is Canopy's fault, but I wish I was able to pull IRS transcripts easier and more consistent **What problems is Canopy solving and how is that benefiting you?** Canopy allows us to track our tasks for efficiently and delegate to internal staff quicker. ### 3. An absolute pleasure. **Rating:** 5.0/5.0 stars **Reviewed by:** Domingo R. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Canopy?** Top to bottom one of the best platforms I've used to date. The environment and interface is friendly, their knowledgebase makes even the least experienced person comfortable when finding answers, and the entire support team has a winning and helpful attitude. To add to that, they are extremly engaged with their customers when it comes to resolving pain points. You are put at ease knowing that the entire development team is pushing towards constant updates that will alleviate many redundancies that accountant's have in their daily workflows. 100% recommend! **What do you dislike about Canopy?** Any person who implements workflow structures into a business envioronment will find something to nitpick. Myself included. But we all know that there is not a singular platform that will resolve all your pain points. I guess there is nothing I can say I dislike. Especially since the Canopy team is actively working on implementing helpful fixes and fixtures to an already robust tool. **What problems is Canopy solving and how is that benefiting you?** Admin redundancies, letter generation, manual work issues, etc. All resolved! Time recaptured! ### 4. Canopy review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Canopy?** Great customer Service. Ability for customer service to fix problems **What do you dislike about Canopy?** No drop down list for clients or File names when saving info **What problems is Canopy solving and how is that benefiting you?** Esignatures ### 5. Best way to manage your Business with taxes, bookkeeping and payroll clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** Love Document Management I can share with clients Love the comments on tasks and documents so that my team can share Easy to use, and they are constantly adding new features Can't wait to explore more with the AI features for email writing When there is any issue with the program, it is usually fixed in a few hours Love the Connection with QB it has come a long way **What do you dislike about Canopy?** Sometimes the email search doesn't work correctly; It is because I have so many emails that it is an issue **What problems is Canopy solving and how is that benefiting you?** They have solved chatting with colleagues over emails, upgraded integrations with QBO Love the signature feature that is build in to the program Bridges the gap for clients to upload documents securely ### 6. Excellent Practice Management Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Canopy?** We have come from multiple softwar vendors - CCH, Mango, and now Canopy. Canopy is by far the most entuitive and effect software solution we have implimented to run our practice. The ease of use and the clairty is something that set Canopy apart from our prior software vendors. We can quickly glance over the firm just by clicking a few tabs, from reviewing team members progress on tasks to what clients owe us money - its simple in Canopy. **What do you dislike about Canopy?** Downsides to Canopy, for our team is mostly related to the current naming of projects, it took some getting used to coming from a few other softwares. But other than that issue, which they have a update for in the next few months - things have been excellent. **What problems is Canopy solving and how is that benefiting you?** Canopy allows us to manage the firm quickly and effectivly. It gives each team member a clear understaing of their open projects and allows them to take control of their work by notifing them of their work pipline. ### 7. Canopy IS the BEST Project Management and Client Hub App **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?** You can do everything in Canopy, from composing emails, billing clients, working through project tasks, sharing information securely with clients, communicating with staff- it has it all:)). It is very user friendly and easy to use on our end and on the client’s end. We are a virtual accounting firm, so things are constantly changing and updating to improve our processes and the ease of implementation and integration is just awesome. And the customer support is super knowledgeable and helpful. I use Canopy EVERYDAY- and enjoy the ability to have multiple sessions open at once. Thank you for making this one of the best systems I have ever worked with while in the accounting industry, over 10 years now. **What do you dislike about Canopy?** I have nothing bad to say- I know they are updating the view and the new roll out is happening soon. I do enjoy the way it already is. **What problems is Canopy solving and how is that benefiting you?** Canopy is helping our firm move forward- as Canopy is the first tech app that we introduce clients to. It is where they can upload their tax returns securely- instead of emailing them. ### 8. Canopy helps our team stay on task! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Canopy?** Canopy is very user friendly. I really like the way that you can sort tasks and select various customizable stages (ie: waiting on information, ready to review, complete, etc.) that the particular task is at. **What do you dislike about Canopy?** The only I dislike is, in my understandling, having to download another app to be able to open Word and Excel documents. **What problems is Canopy solving and how is that benefiting you?** Canopy helps take the guesswork out of which tasks need to be completed first. You can set up start dates and due dates for each assignment and once your part is completed, it will notify the next team member to start their part. It helps keep things moving along in the office. ### 9. Perfect Organizational Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sophie A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** I love how easy and secure it is for clients to upload their documents and include their personal information without fear. We use this product every day, and couldn't work without it! It is easy to train on, and easy for clients to understand. **What do you dislike about Canopy?** The only downside with Canopy is the lack of customization. Honestly, you'd have to code your own program to get it exactly how you want, so I can't blame them. **What problems is Canopy solving and how is that benefiting you?** Canopy provides an easy location for all clients to securely upload documents that our staff can organize and input into tax returns. Clients hesitate to send sensitive information over email, and I can't blame them! ### 10. Getting started with Canopy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Canopy?** The support team in helping us get acquainted with the program and all of its uses. They set up a roadmap for us that is helping establish the best possible way for us to jump into Canopy. The implementation process has been a breeze. **What do you dislike about Canopy?** I feel like the potential is there, it is just a matter of eventual development for some of the features. Namely, an interoffice chat like Teams or Glip. **What problems is Canopy solving and how is that benefiting you?** We were using a number of programs that are now condensed into this one program. We are also using an archaic practice management software, and this will bring us forward within our firm. ### 11. Firm management software for our tax office **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas A. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Canopy?** Canopy is very receptive to customer suggestions and actually implements them. They consistently reach out to their customers to ask for feedback which makes their improvements relevant and useful. **What do you dislike about Canopy?** I work with .pdf files outside of the Canopy platform. Their Desktop Assistant can sometimes give me fits syncing back to the cloud. I do not lose any information, but it can be annoying. **What problems is Canopy solving and how is that benefiting you?** Canopy helps keep our workload in a manageable platform which helps prevent tasks from falling through the cracks during tax season as well as throughout the year. The automation with the tasks also saves a lot of time managing our tasks. ### 12. Stellar Customer Service & Response to Feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Melanie J. | Senior Tax Specialist/Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** The staff at Canopy are continually innovating their platform's capabilities as well as keeping up with the current trends in the fields of tax and accounting. **What do you dislike about Canopy?** I wouldn't say that I dislike it as much as there is a better way to link clients together with task to task constellation style task automation creation. **What problems is Canopy solving and how is that benefiting you?** Keeping up with client files digitally has improved allowing us to keep an eye on clients that require more attention than others. ### 13. Excellent client organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Canopy?** Canopy makes it easy to track workflow and documentation **What do you dislike about Canopy?** We REALLY wish Canopy had a messaging feature so we could share secure messages and documents with our clients. We still use a 3rd party for that. **What problems is Canopy solving and how is that benefiting you?** It helps streamline our process and enables us to view statuses at a glance. ### 14. Canopy Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Dionne C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Canopy forms are easy to use and review. Canopy is a great tool for helping our clients get the resolution they deserve quickly! **What do you dislike about Canopy?** Need more webinars showing all that Canopy has to offer. **What problems is Canopy solving and how is that benefiting you?** Forms are readily accessible at your fingertips. Canopy also has transcript pulling - which pulls all transcripts you have the right to pull according to your clients POA without having to do a separate pull one at a time using the online TDS website, or waiting on the phone with the IRS forever. Canopy logs you onto the IRS website for one hour and transcripts requested produce quickly and saving them is easy. ### 15. Canopy is the perfect solution for forward-thinking practices **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Canopy?** Canopy helps keep all aspects of my practice organized and safe, and is always improving and growing **What do you dislike about Canopy?** There could be more clarity about which features go with which module. **What problems is Canopy solving and how is that benefiting you?** Canopy is solving my CRM needs, as well as email organization, task management, templates, billing, and automation, all with a client portal mobile app. Canopy has become the perfect solution to organizing my practice in one place. ### 16. Wonderful Tax Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Canopy enables our firm to do so much more than we were able to without it. Features like bulk emails, e-signatures, secure file links have streamlined so many of our processes. TIme is money and Canopy has helped us save a lot of time. **What do you dislike about Canopy?** It would be nice to see a few more templates for things like tasks to have a skeleton to build of off. Also, I've experienced a few bugs in terms of automation. **What problems is Canopy solving and how is that benefiting you?** Canopy helps me manage workflow for me and my team. Helps us keep track of who is working on what and what stage each project is in. ### 17. Incredible Tool for Accounting Firms!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** I LOVE that Canopy is an all-in-one stop for all the major functions of my accounting firm. I also like how they continually accept feedback and provide improvements consistently. It's definitely a great product! (And my customers LOVE the client portal side!) **What do you dislike about Canopy?** My current biggest dislike is that they don't offer a multiple-option proposal setup....but they recently rolled out the proposal feature, so that's not unexpected. I expect as things develop, they'll eventually roll out that upgrade. :-) **What problems is Canopy solving and how is that benefiting you?** Canopy is a fantastic CRM that combines the customer side (portal, email, etc) with the practical side (proposals, task tracking, time tracking, etc). ### 18. Canopy Crm Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Aatiyah M. | Customer support manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Canopy?** The best feature of canopy is the ease of using the crm interface both as staff and our clients. Our clients enjoy being able to access their documentation. **What do you dislike about Canopy?** customer support is extremely slow and most of the time unhelpful. **What problems is Canopy solving and how is that benefiting you?** Helping to be in compliance with the IRS with different updates, for example KDA. ### 19. Canopy is fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Tom D. | Partner/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Canopy?** Ease of use. File handling is fantastic. Virtual drive. Drag and drop. **What do you dislike about Canopy?** Invoicing is quite weak. Invoice format, editing invoices, invoice appearance, lack of bulk invoicing. **What problems is Canopy solving and how is that benefiting you?** I have to believe that we are saving enormous amounts of time and being more efficient. ### 20. Easy to use secure platform for CPA's and their Clients to share tax and accounting documents **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel J. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Canopy?** Simple and logical file storage managment **What do you dislike about Canopy?** When I sign into the system, I always have to select the client I want to work on when I just want to return to the previous session **What problems is Canopy solving and how is that benefiting you?** Maintaining cyber security over confidential data, which builds trust for my clients in how I am handling their sensitive information. ### 21. Ive enjoyed my switch to Canopy. Very efficient and user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Arkeyia W. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Canopy?** I enjoy the interface, the additional resources and most importantly the overall functionality for both myself and my clients. **What do you dislike about Canopy?** Canopy could provide more notification options for all users. A text message feature would also be beneficial. **What problems is Canopy solving and how is that benefiting you?** Canopy has improved the effciency of my firm, specifically throughout the tax season. ### 22. Senior Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** Task Management, ease of file mgmt and sharing files w/clients **What do you dislike about Canopy?** I would like if there was a notification of other team members saving documents - same as if a client uploaded. And if there were reminders of the files being uploaded if not saved by us by a certain time. Sometimes notifications are missed if there are alot and then a client task can fall through the cracks. **What problems is Canopy solving and how is that benefiting you?** Time management/recording, invoicing-signature requests-file sharing with clients ### 23. User friendly and affordable solution **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?** I've been using canopy for document storage and practice management for 2 years now. My clients love the portal app and I love that I can access information on my phone from anywhere. The project management is super flexible and allows me to organize my workflow across the team. **What do you dislike about Canopy?** The only issues I've had with canopy is that printing directly from pdf to canopy sometimes fails. **What problems is Canopy solving and how is that benefiting you?** Using canopy allows me to manage workflow and store and send client documents securely. ### 24. Flexibility and orgainization **Rating:** 5.0/5.0 stars **Reviewed by:** Nick W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Canopy?** The ability to have access to my client's information and have everything organized at the same time! **What do you dislike about Canopy?** Would love to have text messaging built into the client communications! Would make the program the complete package! **What problems is Canopy solving and how is that benefiting you?** Organized cloud storage and office task tracking ### 25. Canopy is Great! **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?** - Ease of use - Automations are interactive and useful - New features constantly coming out - The dev team actually listens to the clients - Ability to easily add and remove team members **What do you dislike about Canopy?** - A lot of small bugs which are typically resolved within a few hours to days - Automations are kind of slow (massive improvement over last year) - A lot of false promises for featuers - Missing a proper communication integration such as a call platform or ticketing system. **What problems is Canopy solving and how is that benefiting you?** Workflow organization, we can keep track of all our work efficiently and effectively, we did not have that option prior to canopy with our previous CRM. ### 26. CRM for Small accountants **Rating:** 3.5/5.0 stars **Reviewed by:** Michael M. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Canopy?** Canopy has helped us realize time savings in sending out seasonal emails for tax season as well as reminders for document requests. **What do you dislike about Canopy?** The automation for tasks does take a fair amount of training and knoweldge to use and implement based on your workflow. **What problems is Canopy solving and how is that benefiting you?** Canopy is helping us organize a few hundred tax return projects. ### 27. Tax Preparer **Rating:** 5.0/5.0 stars **Reviewed by:** Luke S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Canopy?** I love being able to access all of my clients information and have it transfer over to the tax return. **What do you dislike about Canopy?** I still think that there are ways that the tax organizer could be improved. I think on the 1120-S organizer, there should be a space to enter revenue and expenses like there is on the sole propietership tab on the 1040 organizer **What problems is Canopy solving and how is that benefiting you?** easy access to all of the clients information **Official Response from Patrick Nelson:** > Thank you for your feedback on the tax organizer. We are constantly working to improve our features and will take your suggestion into consideration. ### 28. Canopy has streamlined my workflow substantially. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2020 **What do you like best about Canopy?** Canopy is very easy to use and very user friendly. They also have very good customer service and support. They are friendly, kind and knowledgeable. **What do you dislike about Canopy?** I haven't found anything I dislike about Canopy at this point. I have used it for over 2 years. **Recommendations to others considering Canopy:** It is well worth it. Your practice and clients will definitely feel the impact. **What problems is Canopy solving and how is that benefiting you?** Secure transfer and storage of files and also sharing of files without thumb drives and other similar devices. ### 29. Visually appealing and functionality is simple and easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Canopy?** Ease of use and customization abilities. **What do you dislike about Canopy?** Synchronization issues with desktop application. **What problems is Canopy solving and how is that benefiting you?** Canopy provides as much of an all-in-one practice management solution for our firm including CRM, client portal, workflow management and billing integration ### 30. User friendly, helpful support and always improving **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?** What I like most is the ease of the program. From creating/finding clients, creating projects, tracking billing, to interface, etc. **What do you dislike about Canopy?** Project management is probably my biggest struggle. When you have a large amount of clients and have over 1200 active projects, managing can become confusing. Especially when a client has multiple projects & there are multiple subtasks with the same name. It would be nice to have tasks & subtasks of each project bundled together instead of alphabetical order. **What problems is Canopy solving and how is that benefiting you?** Canopy is less time consuming when assigning projects in bulk and managing time spent on projects. Payments directly from email notifications have improved client interactions. ### 31. lots of value for the price **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Canopy?** Great customer service, how-to videos and free CPE. The billing and e-signature feature is easy to use. The print plug-in is very convenient **What do you dislike about Canopy?** The email feature should be streamlined to look and feel more like Outlook. **Recommendations to others considering Canopy:** You will wonder how you lived without it **What problems is Canopy solving and how is that benefiting you?** It's a user-friendly portal to store and collect documents. And a convenient way to send returns for e-signature. And invoicing is so quick and convenient ### 32. I see the potential **Rating:** 3.5/5.0 stars **Reviewed by:** BRENT S. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Canopy?** The cloud based platform helped us consolidate the number of programs that we were running to accomplish all the things Canopy can do......portal and file management, client database management, project tracking and scheduling, as well as tracking time and productivity. **What do you dislike about Canopy?** The email integration needs a lot of work......a LOT of work. **What problems is Canopy solving and how is that benefiting you?** Consolidation of several Thomson Reuters products into one, easy to use, cloud-based platform. ### 33. Best Practice Management Software on the Market. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Canopy?** Cloud based and easy to use. Very little training time necessary. **What do you dislike about Canopy?** Wasn't able to intergrate sucessfully into Quickbooks Online. **What problems is Canopy solving and how is that benefiting you?** Task management & all storage in the same place. ### 34. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly J. | Enrolled Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2024 **What do you like best about Canopy?** The many featuresbit has to keep my small firm rubbing **What do you dislike about Canopy?** Nothing. It works with all featured and keeps me moving forward **What problems is Canopy solving and how is that benefiting you?** Keeping everything in one place. ### 35. Effectiveness of Canopy **Rating:** 5.0/5.0 stars **Reviewed by:** Haolenlal G. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Canopy?** Canopy workflow makes work more effective and efficient. **What do you dislike about Canopy?** While contacting the client - there should be an option see the dates of communications. **What problems is Canopy solving and how is that benefiting you?** Implementation of Canopy reduced processing timing, standardized process, effective communications with client in secured way and organized documentations. ### 36. Good CRM for Accounting Firm **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Canopy?** I really like and utilize the transcripts features in Canopy for clients. I like being able to set up auto-pull functions and the summary reports are really easy to read. It is really easy to connect related clients and keep various information readily available. **What do you dislike about Canopy?** The cost keeps getting higher and the way the business is billed keeps changing and becoming more complex so you really don't know what you are being charged for. It would be nice to have an option to merge or separate clients. **What problems is Canopy solving and how is that benefiting you?** I don't notice problems until there is an issue. ### 37. Strong Recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Robert R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2020 **What do you like best about Canopy?** Canopy is very intuitive, and their nearly constant feature updates keep our firm up to date with industry trends. and making life easier. **What do you dislike about Canopy?** File management has gotten a little clunky, but that could change. **What problems is Canopy solving and how is that benefiting you?** communication and keeping everyone on the same page has been a snap with Canopy. ### 38. Easy access **Rating:** 4.0/5.0 stars **Reviewed by:** Audra J. B. | Tax & Bookkeeping Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Canopy?** it is easy to access, has lots of features **What do you dislike about Canopy?** Some of my dislikes may come from just not being use to using it. Still trying out how to use it to the best of our needs **What problems is Canopy solving and how is that benefiting you?** to the best of my knowledge it is helping us solve our document storage system **Official Response from Patrick Nelson:** > Thank you for your feedback! We're pleased to hear that Canopy is helping you with your document storage needs. We understand that adjusting to a new system can take some time, and we're here to support you every step of the way. If there's anything specific you'd like assistance with, please feel free to contact our support team! ### 39. Canopy helped me be more organized and efficient. **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?** What I like the most about canopy, is its easy to use interface. Canopy is really straight forward to navigate and also easy to create tasks and follow your daily work flow. Canopy's customer service is also up to par with immediate responses and savvy technicians. **What do you dislike about Canopy?** Canopy could be a bit better on the E-sign function. Once a signature request has been made, there doesn't seem to be a function to edit the email address or name for the intended recipient. Often times I find myself deleting the request and having to do a new one. **What problems is Canopy solving and how is that benefiting you?** Canopy is allowing me to stay on top of my tasks outstanding and allowing me to be more efficient by having a better project turn around time. ### 40. Organized and easy access for clients information **Rating:** 5.0/5.0 stars **Reviewed by:** Babak S. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Canopy?** Easy access to information, Good classification on home page **What do you dislike about Canopy?** I did not find any issues to report to them for resolution. **What problems is Canopy solving and how is that benefiting you?** Organizing all information and reviews about clients for easy and secure access by dual users! **Official Response from Patrick Nelson:** > We're glad to hear that you find Canopy organized and easy to access. Thank you for the positive feedback! ### 41. President **Rating:** 5.0/5.0 stars **Reviewed by:** Gretchen V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Canopy?** Constant improvement. Customer service has been exceptional. **What do you dislike about Canopy?** Management reports are lacking. It would be nice to drill down into the information. **What problems is Canopy solving and how is that benefiting you?** Canopy has a letter template solution that we are utilizing for engagement letters. This is cutting our administrative time by almost 60%. ### 42. Canopy is an amazing software for accounting. Could be the best!!! **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?** I love the way Canopy looks. It is clean and functional. It has an amazing way for clients to access their own private portal. The support team is also great, where you can vote on new changes and they actually do fix the items that need to be fixed, with great customer service teams always available to help. **What do you dislike about Canopy?** There are some glitches, but every software platform will encounter those. **What problems is Canopy solving and how is that benefiting you?** Efficiency and timly of billing and keeping track of employees and tasks on hand ### 43. It helps consolidate many tasks on one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Canopy?** The program is easy to use on phone and computer. Has great time keeping, billing, task management, client portal, email, transcripts all in one. Helps our tax practice be way more efficient. Looking forward to more and more improvements over the years. **What do you dislike about Canopy?** Wish there was more integration with Ultratax. **What problems is Canopy solving and how is that benefiting you?** Helping manage my practice and staying on top of tasks and billing. Also the portal works very well. **Official Response from Patrick Nelson:** > We're glad to hear that Canopy has been helpful in consolidating tasks and making your tax practice more efficient. We appreciate your feedback and will take your suggestion for more integration with Ultratax into consideration for future improvements. ### 44. Good but not great **Rating:** 1.5/5.0 stars **Reviewed by:** Aidan P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Canopy?** I like the layout. I love the integration it has with other platforms. **What do you dislike about Canopy?** It is missing a lot of customizable features by the users. The only thing that users have control over are the tasks however it would be nice if users could have more access to the tax organizer, what information is present for clients. Lastly, it is missing integration with other platforms that other CRM softwares have. **What problems is Canopy solving and how is that benefiting you?** The task pipelines and centralizing client information. ### 45. Great Product **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?** All-in-one, versatile product. It's great having file storage, client portal, due list, e-signatures and much more within one software package. **What do you dislike about Canopy?** So grateful for the continuous improvements to the software, but it's a bit frustrating to see new features pushed out during tax season when my time to learn and implement them is limited. **What problems is Canopy solving and how is that benefiting you?** It allows us to efficiently operate as a paperless firm which reduces the time and cost of administrative tasks and staff. ### 46. It's been great to keep track of tasks. I like being able to add all my clients **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?** The tax organization features really help the year end tax preparation **What do you dislike about Canopy?** Time tracking. I lose track of starting and stopping the timer. **What problems is Canopy solving and how is that benefiting you?** Task management. ### 47. Great work management tool! **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?** I love the way I can create tasks and sub-tasks for my work. The automations with start and due dates help me stay on top of work and make sure nothing "slips through the cracks". **What do you dislike about Canopy?** Sometimes i find that the Virtural Drive does not always perform as expected. **What problems is Canopy solving and how is that benefiting you?** Canopy helps solve my work management problems. It has helped me miss less deadlines and make sure i am following up on work accordinly. ### 48. It saves us time **Rating:** 5.0/5.0 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?** Having everything I need in one please. Also, different permissions to different folders. **What do you dislike about Canopy?** Customer service sometimes do not know how to assist with specific questions. **What problems is Canopy solving and how is that benefiting you?** It is solving many issues. having all these functions in one place is great. ### 49. Overall experience **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Canopy?** Time entry specific to projects and tasks. **What do you dislike about Canopy?** Setting up automations to one off tasks are time consuming. Project management and searching all tasks that have other members attached is difficult. **What problems is Canopy solving and how is that benefiting you?** Eliminating multiple programs that we did not need. ### 50. I recommend Canopy for All CPA firms **Rating:** 5.0/5.0 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?** Canopy is user friendly. When contacting customer service they are knowledgable of the service and listen to their clients when we need changes or to add features to the site. **What do you dislike about Canopy?** There are times the website has glitches and not work properly. **What problems is Canopy solving and how is that benefiting you?** Tikme Tracking: Tracking our time when working on a client Billing clients: I really apprieciate that client's continue to receive open balance reminders until the invoice is paid in full. ## 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=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+11%3A53%3A26+-0500&secure%5Bsession_id%5D=a7754dad-3b49-44ee-9d2b-d600f6c52901&secure%5Btoken%5D=c4e8e0f1a77a1f161bfe3bf0cd482c5008bb773a0851144fb2c8eb84770480af&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) - [Double](https://www.g2.com/products/double-double/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) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Odrive](https://www.g2.com/products/odrive/reviews) - [Practice CS](https://www.g2.com/products/practice-cs/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) - [Sage Timeslips](https://www.g2.com/products/sage-timeslips/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 **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Specialized or Emerging Capabilities - Distinct AI Functionality - Niche Application **Platform Additional Functionality** - Cloud - Messaging - Payment - Client Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control - Approval Process Control **Platform Data** - Activity Dashboard **Billing** - Time - Reporting - Invoices - Activity Dashboard **Onboarding** - Document Templates - Checklists - New Client - Customizable Templates **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Natural Language Interaction **Additional Functionality** - ACH Payment Processing - Bank Reconciliation - API - Document Templates - Real-Time Updates - Email Reminders - Compliance Management - Timesheet Management - Task Management - Billing & Invoicing - Data Import/Export - Generative AI - Mobile Access - Access Controls/Permissions - Communication Management - Due Date Tracking - Tax Forms - Tax Filing - Configurable Workflow - Audit Management - Third-Party Integrations - Document Storage - Customizable Templates - AI Copilot - Approval Process Control - Alerts/Notifications - Project Management - Cash Management - Workflow Management - Status Tracking - Client Management - For Tax Practices - Reporting & Statistics - Employee Management - Time Tracking - Accounting - Document Management **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Third-Party Integrations **Additional Functionality** - Invoice Management - Expense Tracking - Generative AI - Online Payments - Messaging - Financial Analysis - Email Management - Workflow Management - Customizable Reports - Client Management - Document Management - Time Tracking - Staff Management - Timer - Search/Filter - For Accountants - Multi-Currency - Financial Management - For CPA Firms - API - Progress Tracking - Task Management - Secure Data Storage - Electronic Payments - Reporting & Statistics - Credit Card Processing - Time & Expense Tracking - Project Management - Appointment Management - Approval Workflow - Billing & Invoicing - Document Storage - Status Tracking - Configurable Workflow - Due Date Tracking - Project Time Tracking - Reminders - Accounting - Data Import/Export - AI Copilot - Reporting/Analytics - Customizable Branding - Invoice Processing ## Top Canopy Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (907 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (704 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (245 reviews)