I love how easy and seamless it is to navigate through Canopy, even when they roll out new updates. It’s straightforward to find my way around on my own, and I can ask questions whenever I need help. Review collected by and hosted on G2.com.

I think the biggest downfall I’ve run into so far when using Canopy is client access and how troublesome it can be for clients to navigate the portal on their end at home. I wish I had a better way to guide clients through the process, and that creating multiple client accounts felt more seamless and straightforward. Review collected by and hosted on G2.com.

I love the Canopy mobile platform along with the platform accessible in the client portal. It allows me to reach out to my clients with specific requests, and they can respond easily using their phone or computer. The ability to access information wherever I am makes my work easy to update. It also enables seamless communication with my clients in a familiar location, their client portal. Additionally, Canopy consolidates file management, billing, time tracking, task assignment, client communication, and transcript retrieval, which unifies the platform for me and my team. We can now access shared information, client inputs, uploaded files, and responses to client requests, allowing my remote team to work seamlessly and communicate effectively. Review collected by and hosted on G2.com.

I would love to see some user interface improvements. Such as a consolidated area on a client page where I can find information and files all at once. I would also like to be able to tag client emails to a specific client. Review collected by and hosted on G2.com.

It's an all in one place to work with clients. You can do pretty much any client interaction, get documents, and send signature requests, all within the product. I also appreciate their quick response time to questions and issues, as well as their continual efforts to better the product. They are providing multiple CRM functions under one affordable price, and you only pay for the parts you use. I've rarely seen any downtime, and it's never been significant. Review collected by and hosted on G2.com.

Sometimes the setup of tasks or automation is clunky. If you're not a computer programmer, it can feel a bit overwhelming. But after you do one or two successfully, it makes more sense. They don't integrate to QB desktop and have no intention towards that, so firms like ours can't use the billing feature. Review collected by and hosted on G2.com.

I find it valuable that Canopy allows us to have everything centralized in one place. I really appreciate that their support team is responsive and helpful whenever questions come up, making things more efficient for us. I also like that the software continues to improve with regular updates and new features. Review collected by and hosted on G2.com.

The ability to customize more would be great. The ability to remove standard task statuses, and a banner at the top of all client pages indicating if there is something urgent all staff members need to be made aware of. Also texting, I know they are implementing the messaging but actual SMS would be nice for clients that don't have the app. Hopefully these things will be coming in the near future. Review collected by and hosted on G2.com.

What I like best about Canopy is that it has truly delivered on what it promised. For our medium-sized tax firm, it has become a central hub for managing clients, tasks, documents, communication, and workflow. The software is intuitive, reliable, and built around the way a real tax office operates. Review collected by and hosted on G2.com.

My only real complaint is that Canopy still doesn’t do the dishes or tie my shoes. In all seriousness, the platform is very robust, so it does require an upfront investment of time to set up properly and get your team comfortable with it. But once that foundation is in place, the efficiency gains are well worth the effort. Review collected by and hosted on G2.com.

What I like best about Canopy is its secure, client-friendly portal and automated workflows. Document sharing, e-signatures, task reminders, and engagement tracking save time and improve the client experience. Review collected by and hosted on G2.com.

It can sometimes be difficult to determine which features are included with my specific license, especially as new capabilities are added. I'd also like to see family/group client structures and a direct Xero integration to better support complex client relationships and firm workflows. Review collected by and hosted on G2.com.

I LOVE how I can automate tasks to send emails to clients. I plan on using this next tax season to update clients on the status of their tax return. This should free up my inbox! Review collected by and hosted on G2.com.

The ONE thing I do not like about Canopy is how they handle extensions. I have to change the due date; which wouldn't be a problem normally, but when the task rollsforward it rolls with the extended date. So I have to manually change it back to the original due date Review collected by and hosted on G2.com.

What I like most about Canopy is that it keeps everything organized in one platform. I can securely communicate with clients, collect documents, send engagement letters for electronic signature, and bill clients—all in one place. It streamlines my workflow, saves time, and provides a much better experience for both me and my clients. Review collected by and hosted on G2.com.

I don’t have the time to fully maximize the app, because I learn so much every time I use it. Review collected by and hosted on G2.com.

I love how Canopy syncs up with our email, making it easy to see all the emails from our team members to clients without needing to search or ask teammates for emails. It's also great that notes can be easily left in the file and are visible to everyone. I find it helpful that client communications are all in one space and I can track tasks as needed. The email communications being easily available also prevents the duplication of efforts when team members need documents. This aspect of Canopy is really beneficial to me. Review collected by and hosted on G2.com.

My suggestion for Canopy would be to improve the reports and insights. Sometimes, they don't have full visibility, and we have to manipulate the system to generate the proper information. It's challenging when generating any types of client or task lists. It would be helpful if pulling reports were more intuitive, as filters are useful but not always enough. Review collected by and hosted on G2.com.

I love that Canopy helps solve the problem of jumping from system to system by keeping client files, notes, tasks, and other details all in one spot. I appreciate how task management has helped our team keep up to date on their tasks. The AI Automation tools have been very useful for renaming files during the busy season. Task management has been particularly helpful with setting up automations, using teams for task assignees, and helping all staff know when things are due and what is needed via the notes section. It was very easy to set up initially and the system was easy for the team to learn. Review collected by and hosted on G2.com.

I find it challenging that I can't create templates for checklists in the subtask folder. Instead of having to repeatedly type the same checklist, I would love to just use a template to apply it to different subtasks. Review collected by and hosted on G2.com.