Canopy Reviews & Product Details

I enjoy that Canopy is an all in one place to manage workload, client documents, billing & payments, and client communications. I also like that it is both user friendly on the office side as well as on the client end. The Penny chatbot feature is also excellent in providing real time answers to quick Canopy questions. Review collected by and hosted on G2.com.

I believe Canopy could be better if the workload was a bit more focused on issues that real firms face everyday. The reports feature needs to be revamped in an easy to use and printable format without the need to export to Excel. Review collected by and hosted on G2.com.

Canopy makes it much easier for me to see what’s going on with each client without having to dig through emails, spreadsheets, and random folders. I can open a client record, review the outstanding requests, and quickly understand what still needs attention. This is especially helpful when multiple deadlines are shifting at the same time.

The interface feels fairly straightforward, so I don’t spend much time figuring out where common actions are located. Canopy also fits in well with parts of our existing workflow, which cuts down on manual copying between systems. Review collected by and hosted on G2.com.

Support can be a bit inconsistent when the issue is more complicated than a basic workflow question. That said, the other features have been working pretty well for us overall, and they’ve generally played in our favor. Review collected by and hosted on G2.com.

The price is reasonable, and I like that I can add time and billing within the same platform. Customer support is friendly and very helpful. The onboarding and overall performance have been solid, and it feels like the team really listens to our requests. They also do a great job keeping us informed about new upgrades, and the webinars are very helpful. Overall, I really like the workflows. Review collected by and hosted on G2.com.

I would like to be able to print the client contact list so I can use it as my client sheet and also have my clients review it. There isn’t a lot that I don’t like about them overall; they’ve taken many of my suggestions and have made the changes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I really like how user-friendly the app is on the client side, and how securely and easily clients can share documents with us. The chat support is also fantastic. The AI chat help is usually quite accurate, and if I need additional assistance, a representative gets in contact quickly. Review collected by and hosted on G2.com.

It takes some time to figure out how to set up the tasks. That said, I really appreciate the training and support for creating them, which helps make the process more streamlined. Review collected by and hosted on G2.com.

I love that it’s an all-in-one platform. It lets me keep all my files, communications, and billing information in one place, which makes everything feel more organized and easier to manage. Review collected by and hosted on G2.com.

I’m a solo CPA, and at times it feels like this is geared more toward larger firms. Review collected by and hosted on G2.com.

I like being able to see all communications with one client in one spot, even when an email was with another colleague. I also like being able to compile information from each employee for one client. The UI is nice, and task list filters are helpful, even if they can be a bit fiddly to set to the right view. Review collected by and hosted on G2.com.

I find the task list filters a bit fiddly to set up and think they could be more intuitive. I also need business communications to pull from multiple email addresses, not just the main contact for the business. Review collected by and hosted on G2.com.

We use Canopy for 2 reasons at the moment: To Pull IRS Tax Transcripts for our clients from the IRS As a CRM. The features of the software allow us to expand services and utilize more, which is nice to know we can expand when WE are ready. Great Software highly recommended. Review collected by and hosted on G2.com.

The add on services are a bit expensive. Overall we can not integrate with our current operations processes and procedures system, looking to find a way to integrate the 2 to maximize efficiency. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What I like best about Canopy is how well it streamlines our day-to-day operations. The workflow tools help keep engagements organized and moving efficiently, the automated billing saves significant time and reduces manual errors, and the document management makes it easy to keep client files organized and accessible when we need them. Review collected by and hosted on G2.com.

My main frustration with Canopy is the lack of a Xero integration — we'd benefit from that connectivity. I also find the related accounts feature clunky and not as intuitive as it could be. Review collected by and hosted on G2.com.