--- 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: '2026-08-10' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Canopy Reviews & Product Details Visit Website 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. * * * Product Website Canopy Seller [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799) Discussions [Canopy Community](https://www.g2.com/products/canopy-2026-05-12/discuss) Languages Supported English Solution Type All-in-One Overview by Patrick Nelson Show More ## Pricing Pricing provided by Canopy. ### Standard $74.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/canopy-2026-05-12/pricing) ## Canopy Integrations (27) What do users say about integrations? Verified by Canopy [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Boomerang for Gmail ](https://www.g2.com/products/boomerang-for-gmail/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Double ](https://www.g2.com/products/double-double/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Drake Tax ](https://www.g2.com/products/drake-tax/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Filed 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"Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") IRS Software ](https://www.g2.com/products/irs-software/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Karbon ](https://www.g2.com/products/karbon-2025-03-03/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Teams ](https://www.g2.com/products/microsoft-teams/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") monday CRM ](https://www.g2.com/products/monday-crm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Odrive ](https://www.g2.com/products/odrive/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Practice CS ](https://www.g2.com/products/practice-cs/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Accountant ](https://www.g2.com/products/quickbooks-online-accountant/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") RingCentral Events ](https://www.g2.com/products/ringcentral-events/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") RingEX ](https://www.g2.com/products/ringex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Timeslips ](https://www.g2.com/products/sage-timeslips/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Shared Contacts for Gmail ](https://www.g2.com/products/shared-contacts-for-gmail/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") UltraTax CS ](https://www.g2.com/products/ultratax-cs/reviews) Show More BH Bryan H. Mid-Market (51-1000 emp.) 7/27/2026 "Transforms Client Management with Ease" 5/5 What do you like best about Canopy? I like how everything is centralized, and I get real-time notifications whenever a task is created or a client responds to a message, which saves me time. The ease of use and the extensive learning catalog are great, allowing me to learn quickly whenever I encounter something new. Canopy University has been indispensable for helping our firm transition from PracticeCS. I also like that Canopy just needed reports from PracticeCS to upload our clients' information, making the setup quite hands-off for us. It's also great that it's connected to my Outlook mail and calendar. Review collected by and hosted on G2.com. What do you dislike about Canopy? Transitioning from another software can take time learning the differences. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? I use Canopy for managing clients and documents, automating communication, and centralizing tasks with real-time notifications. It saves time by minimizing the need to personalize boilerplate emails. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Gisele D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gisele D.") GD Gisele D. Enrolled Agent Small-Business (50 or fewer emp.) 7/28/2026 "All-in-One Canopy: Email, Messaging, Automations, and Billing in One Place" 4.5/5 What do you like best about Canopy? I really like how nearly every tool I need is incorporated into Canopy. It handles the email, client messaging, questionnaires, task automations, and billing. Review collected by and hosted on G2.com. What do you dislike about Canopy? I wish it would: 1) Integrate with Quickbooks Desktop (I don't use online), 2) Incorporate a PoS card reader OR a virtual terminal into the billing so that I don't have to use PayPal for my PoS, 3) Allow me to drop screenshots directly into email without having to do them as attachments. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? The CRM is huge, and it helps us keep file, tasks, most billing, and communications organized. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mike L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike L.") ML Mike L. Senior Tax Associate/Technical Architect Small-Business (50 or fewer emp.) 11/18/2025 "Modern, Feature-Rich Solution with Room for Improvement" 4.5/5 What do you like best about Canopy? I love how Canopy is constantly evolving, regularly cranking out new updates and features that are on the cutting edge of the accounting software industry. This includes advancements in tax automation, smart intake of client documents, delivery of tax returns, and integrations with QuickBooks Online. I'm impressed with how quickly they bring new features under one umbrella, allowing us to have everything in one place. Additionally, switching to Canopy from our previous software was refreshing due to its modern, sleek, and feature-rich design, enabling us to take advantage of new capabilities that our old software couldn't handle. I'm grateful for Canopy’s customization options that let us tailor our templates, workflows, and processes. Uploading client data and files is streamlined, seamless, and pain-free. Review collected by and hosted on G2.com. What do you dislike about Canopy? I found some frustration with the insights module for custom reporting and dashboards because certain information we need isn't exposed through the queries. Also, we experience occasional outages, which can be annoying even though they aren't common. I think there could be improvement in allowing more integrations with other software. There are some integrations available, but not with all the tools we use, like UltraTax. Lastly, we had some growing pains with the initial setup, as we had to flesh out all of our templates, even though Canopy offers a rich library. It was a bit challenging to switch over due to our fine-tuned specific processes. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Canopy helps us automate workflows, assign tasks, keep track of invoicing, and manage client billing efficiently. Review collected by and hosted on G2.com. Show More 6/18/2026 Validated ReviewerSource: Organic ![Adam R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adam R.") AR Adam R. Payroll professional/Time and billing Small-Business (50 or fewer emp.) 8/18/2022 "Streamlining" 4/5 What do you like best about Canopy? Canopy is certainly an efficient all-in-one solution to tax-firm management. From communication, to storage, to billing, Canopy can handle it all in a way most other programs cannot. Despite this, there some minor issues, but nothing that can't be worked around. Review collected by and hosted on G2.com. What do you dislike about Canopy? More interfacing updates have slowed productivity. Canopy has made several updates since my previous review, most of which have encumbered how a firm can smoothly retrieve and receive relevant, and oftentimes vital, information. A return to the original user interface would solve all of these issues, but, again, it isn't anything that would break a firm. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Workflow. Having everything in a one-stop-shop allows us as a firm to have everything we need right at our fingertips. Review collected by and hosted on G2.com. Show More 6/4/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Michele B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michele B.") MB Michele B. Small-Business (50 or fewer emp.) 7/27/2026 "My Canopy Review!" 5/5 What do you like best about Canopy? The best thing about canopy is that everything is in one place. All communications, files, and billing. Love the new texting feature!! Review collected by and hosted on G2.com. What do you dislike about Canopy? There are two things that I would improve about canopy. 1. The ability to look at multiple files in multiple windows at the same time (maybe we can - I just haven't found out how) 2. More flexibility in the billing module. I need more detail Can we add some drill down features in the billing module so I can see the detail? It would be easier than picking thru the reports. Again, maybe we can but I haven't been able to figure out how. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Keeping everything together! Being able to save the communications in one place instead of having texts and emails in separate apps. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Connor H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Connor H.") CH Connor H. Partner Small-Business (50 or fewer emp.) 11/18/2025 "Game-Changer for Document Management and Team Collaboration" 5/5 What do you like best about Canopy? Canopy is awesome for document management. I love gathering all the client workpapers and condensing them into the specific order I want. Highlighting the documents and making notes for other employees is a game changer. Review collected by and hosted on G2.com. What do you dislike about Canopy? I wish it was capable of sending updates to cell phones thru text! It would be amazing to send signature requests and invoices to client phones. A lot of time our invoices go to junk/spam Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Having all documents in one organized place. Communicating messages to clients in bulk when I have important information to share. Review collected by and hosted on G2.com. Show More 7/28/2026 Current UserValidated ReviewerSource: Organic ![Stephanie T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephanie T.") ST Stephanie T. Small-Business (50 or fewer emp.) 7/27/2026 "Effortless Client Management, But Needs Task Automation Refinement" 5/5 What do you like best about Canopy? I like that Canopy provides a secure place for clients to upload documents and assists in managing workflow for our accounting tasks. I appreciate that clients find it easy to use, which reduces the number of questions they have and helps us get the information we need quicker. I also think billing is easy with Canopy. Review collected by and hosted on G2.com. What do you dislike about Canopy? I don't love the automated tasks. I get emails about them, but they are bulked together, so I almost never know what they were for. Also, I don't need those reminders. It's simply not necessary. There are customized task lists that help with this. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? I use Canopy for client management and uploads, billing, and secure workflows. Clients find it easy, reducing their questions and speeding up info gathering. Billing is straightforward. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Alejandro S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alejandro S.") AS Alejandro S. CPA Small-Business (50 or fewer emp.) 7/28/2026 "Easy-to-Use Client Portal with Awesome QuickBooks Integration" 4.5/5 What do you like best about Canopy? Canopy is easy to use, and the portal has been well received by all of my clients. It’s straightforward to navigate, and the integration from Canopy to QuickBooks is awesome. Review collected by and hosted on G2.com. What do you dislike about Canopy? The implementation leaves a bit to be desired. You have a quick call, and then that’s where it stops. After that, all of the training is on you, and it’s mostly done through boring videos, slides, and similar materials. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Canopy helps solve client access and security challenges when transmitting documents. It is also helping me not lose client information Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TS Tomi S. Admin Small-Business (50 or fewer emp.) 5/21/2026 "Streamlined Workflow with Easy Project Management" 4.5/5 What do you like best about Canopy? I really like Canopy for project management due to its ease of use and the ability to handle many different types of projects. It's convenient that we could combine five different programs into one with Canopy. The integration with Outlook also adds to its value by enhancing our workflow. Review collected by and hosted on G2.com. What do you dislike about Canopy? I think the time and billing platform could be improved. The setup was not difficult, but it was time-consuming as some of the information did not convert. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? We combined 5 different programs into 1 when we switched to Canopy. Review collected by and hosted on G2.com. Show More 7/27/2026 Current UserValidated ReviewerSource: Organic ![Haseeb R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Haseeb R.") HR Haseeb R. Head of Operation Small-Business (50 or fewer emp.) 5/27/2026 "User Friendly with comprehensive feature for documents management" 5/5 What do you like best about Canopy? Its a user friendly with comprehensive features for documents management and clients can also have access to review, update and sign documents on same platform. Task Reminder feature is also very helpful to remind user and clients to close task on time. Documents editor on the Go is also very helpful to update records on same platform. Review collected by and hosted on G2.com. What do you dislike about Canopy? Dashbaord can be be more professional then its current status. Review collected by and hosted on G2.com. What problems is Canopy solving and how is that benefiting you? Task assigned to user and client should be automatically closed when completed by assignee. I have to review one by one every task and close on its completion that takes time. Review collected by and hosted on G2.com. Show More 7/6/2026 Current UserValidated ReviewerIncentivizedSource: In-app ## Questions about Canopy? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Canopy ](https://www.g2.com/products/canopy-2026-05-12/discussions/new) TB Tiffany Booth • Last activity over 5 years ago What is the best way to transition to Canopy's time/billing option? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/34101-what-is-the-best-way-to-transition-to-canopy-s-time-billing-option) TF Terri Fotiades • Last activity almost 4 years ago Tax data manipulation 1 Upvote 2 [ Join the conversation ](https://www.g2.com/discussions/tax-data-manipulation) [ View all Discussions ](https://www.g2.com/products/canopy-2026-05-12/discuss) ## Pricing Options Pricing provided by Canopy. ### Standard $74.00 1 User Per Month ### Plus $109.00 1 User Per Month ### Premium $149.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/canopy-2026-05-12/pricing) Canopy Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2af47b2c3671189bb1dbf55881c24082/karbon-2025-03-03.png "Product Avatar Image") Karbon 4.8/5(912) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-karbon-2025-03-03) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_373f3658099a3fbbaadd55b05c2e1e51/taxdome.png "Product Avatar Image") TaxDome 4.7/5(711) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-taxdome) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d6670835d242fa1c20b36b40688856c3/financial-cents.png "Product Avatar Image") Financial Cents 4.7/5(250) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-financial-cents) ##### ##### Canopy Features Communication Client Portals Automation Consolidation Collaboration Collaboration Tasks Billing Time Reporting Invoices Onboarding Document Templates Checklists New Client [ View More Features ](https://www.g2.com/products/canopy-2026-05-12/features) ## Top-Rated Alternatives [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(912) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ ![Financial Cents](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Financial Cents") Financial Cents 4.7/5(250) ](https://www.g2.com/products/financial-cents/reviews) [ View All Alternatives ](https://www.g2.com/products/canopy-2026-05-12/competitors/alternatives) ##### Categories on G2 [Emerging AI Software](https://www.g2.com/categories/emerging-ai-software)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management)[Tax Practice Management](https://www.g2.com/categories/tax-practice-management) ##### Explore More [What DNS security software is most reliable for a mid-size company that wants straightforward threat protection without a complex deployment or ongoing tuning requirement?](https://www.g2.com/discussions/what-dns-security-software-is-most-reliable-for-a-mid-size-company-that-wants-straightforward-threat-protection-without-a-complex-deployment-or-ongoing-tuning-requirement)[Which cloud workload protection tools continuously flag misconfigurations that could open the door to shadow IT threats before they become a real problem?](https://www.g2.com/discussions/which-cloud-workload-protection-tools-continuously-flag-misconfigurations-that-could-open-the-door-to-shadow-it-threats-before-they-become-a-real-problem%20)[What is the most reliable image optimization plugin for Shopify product pages where page load speed directly affects conversion rates?](https://www.g2.com/discussions/what-is-the-most-reliable-image-optimization-plugin-for-shopify-product-pages-where-page-load-speed-directly-affects-conversion-rates) [What is the best PR CRM software for small PR agencies that need media contact management, pitch tracking and basic reporting in one tool without a complex setup?](https://www.g2.com/discussions/what-is-the-best-pr-crm-software-for-small-pr-agencies-that-need-media-contact-management-pitch-tracking-and-basic-reporting-in-one-tool-without-a-complex-setup)[What are the most trusted financial data API providers by developers and data teams based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-financial-data-api-providers-by-developers-and-data-teams-based-on-user-reviews)[Pros and Cons Details](https://www.g2.com/products/canopy-2026-05-12/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)