I really like with work flow that increases efficiency. They really take the time to teach you how to utilize the product. It integrates with some other programs that make it seamless and easy to use. We switched over and our organization and efficiency has increased Review collected by and hosted on G2.com.

It is something that I like and something that I dislike all in one. Canopy is constantly updating to keep up with the enhancements that are suggested so sometimes I have a glitch. Generally it is fixed very quickly and thier customer service is very ontop of assisting if needed. So its a plus that they actually listen to clients and update as needed. Review collected by and hosted on G2.com.

Canopy is very intuitive and easy to customize to fit our firm’s needs. Review collected by and hosted on G2.com.

The Notes section needs some real improvement. The features and audit trail there are lacking. Also, the fact that it doesn't integrate with outside apps but instead tries to bring everything into Canopy itself is frustrating. If something already exists, I would prefer they have an open API to allow us to do what needs to be done instead of waiting on Canopy to choose to develop it themselves. Review collected by and hosted on G2.com.

I use Canopy to manage my work more efficiently, especially for client management. It brings everything together in one place, which helps me stay organized and keep track of client work. It reduces the time spent on administrative tasks and helps me stay on top of deadlines and follow-ups, improving communication and collaboration. I appreciate how it makes client details, tasks, documents, and communication organized and accessible when I need them, providing a clear overview of my work and making my day more structured and efficient. Review collected by and hosted on G2.com.

Canopy could be more intuitive, faster, and streamlined. Review collected by and hosted on G2.com.

automation and UI keeps my clients informed and they have an easy time using the portal; the pricing is very fair and there's a ton of value, when threes any down time or issues, support is available around the clock and always helps solve my issues; I love the automation integrations its continually developing as it's helping our firm focus on value added tasks, from a performance standpoint its up 99.9% of the time and loads fast with rare interruptions Review collected by and hosted on G2.com.

nothing at all I love it and all that it has done for my firm! Review collected by and hosted on G2.com.

I like how easy Canopy is to use. It helps me keep organized with my clients and track their information. I also like that I can create tasks, engagement letters, and organizers. I value the engagement letters and organizers most because they help me gather information from clients and have them sign yearly agreements to work with my company. Setup was very simple, and my admin helped customize Canopy for my accounting company so it looks more professional. Review collected by and hosted on G2.com.

I don't use Canopy for billing because the fees are a little high. Review collected by and hosted on G2.com.

The most helpful feature in Canopy, for me, is the client list. I often need to look up information quickly, and the client list makes that process much faster and easier. I use it every day at work. Review collected by and hosted on G2.com.

The least helpful part is probably moving files. It can be difficult at times because if you make a mistake, there’s no easy way to undo it or go back. Review collected by and hosted on G2.com.

Beyond being very user-friendly, Canopy also stands out for its live chat support. I really appreciate being able to chat with support whenever I need help or have specific questions that I want answered. Review collected by and hosted on G2.com.

I’d love for client information to be client-facing, so clients can confirm and update their own contact details as needed. Review collected by and hosted on G2.com.

Canopy has a lot of great features. As a tax accountant it is great to be able to see all of my client's source documents in one place and not have to close every file before opening the next one. I also love the check mark feature so I can know what has already been entered. Review collected by and hosted on G2.com.

the fact that we have to request signatures and payment in 2 separate steps. They are working on a solution for this that is in beta testing Review collected by and hosted on G2.com.

I love Canopy’s time tracking and client organization. I can track billing time directly in Canopy instead of keeping so many tabs and stopwatches open. I can organize all my client files, and my clients can upload information directly. I also found the initial setup extremely easy. I think it’s literally perfect. Review collected by and hosted on G2.com.

Nothing! Review collected by and hosted on G2.com.

I like all of the useful features that Canopy offers. The time & billing feature is great for tracking work hours on more complicated projects, and the automation of tasks has been a lifesaver for us. Most recently, I find the audio transcript notetaker invaluable. These features assist our firm, which consists of only two people managing over 300 clients, allowing us to handle tax, incorporation, and compliance clients efficiently. We can keep things up-to-date without people or billing falling through the cracks. Review collected by and hosted on G2.com.

I can't think of anything at the moment. Review collected by and hosted on G2.com.