I appreciate how Canopy manages client profiles and makes it easy to document information and upload files. I love the regular workshops and classes they offer, which help me use Canopy better and create excitement for new features. I've attended four workshops, and they not only enhance my use of Canopy but also allow me to provide real feedback to improve the service. Additionally, I've enjoyed the feature that allows me to edit PDFs within Canopy, which has been really helpful. The initial setup was very easy for our small business, and we've been gradually using more features. These aspects make Canopy a tool I would definitely recommend. Review collected by and hosted on G2.com.

I wish the client messaging/communications tab had a searchable method where you could search specific words or dates in the emails. Right now, it only allows you to search by clicking through communication and reading each email individually, which is also sometimes duplicated in a stream of emails. It would be nice to have a search tool where you could find items by searching keywords or phrases. Review collected by and hosted on G2.com.

It’s easy to communicate with my clients, and all of their information is accessible through their portal. Review collected by and hosted on G2.com.

The reports related to billing and profitability that are helpful. I’d also like a solid client organizer that can be customized based on the type of client. Review collected by and hosted on G2.com.

I love Canopy's user-friendly features. The convenience of having everything be linkable is very helpful as well during the busy season. Review collected by and hosted on G2.com.

The only thing is it seems to not be very "user friendly" for clients. They get confused by the layout occasionally. Review collected by and hosted on G2.com.

I love how Canopy centralizes communicating securely with tax preparation clients. The simple, clean interface of the portal makes it easy for clients to sign firm records and send tax support documents, especially through the mobile application. This ease of use not only helps clients but also enhances my practice's professional and modern look, offering clients an organized way to process their tax prep. Additionally, I appreciate how easy the initial setup was, with no difficult hurdles during the onboarding process. Review collected by and hosted on G2.com.

As much as I appreciate them pushing the envelope and developing new, cutting-edge tech products to integrate, some of their AI tools definitely need some work before they're ready for me to roll out and rely on fully. I would suggest they work on improving accuracy metrics for the data their models catch and use to prepare client-facing tools like organizers and checklists. Since these are scoped to tax, accuracy is the most important thing, and it can instill a subtle sense of distrust if I'm giving clients tools that don't work as they're supposed to. Review collected by and hosted on G2.com.

Having an all-in-one solution for many of the tasks needed to run a firm. Workflow, Billing, Document Storage, Communication in firm and with Clients. It is easy to use and navigate, Integrations help streamline workflow, support is very responsive. Pricing is very reasonable. The AI is supposed to be helpful and Performance is as expected. Review collected by and hosted on G2.com.

Occasional issues happen (to be expected). Changes at random times during the year. A set schedule to "Update" rather than random pushed updates that move things around or sometimes just break things. Their new Client Management migration was supposed to be easy and seamless, but it undid three years of data we had to rebuild (still are really)... They say it's for future features, not really sure the benefits outweigh the time it cost us. Sidebar details that are customized do not stay in any "fixed" place. A field may be near the top on one record and at the bottom of another based on information filled out. That is monumentally annoying. Review collected by and hosted on G2.com.

I love all the features that Canopy has that connect the portal and automate tasks. These features save time on repetitive tasks, allowing us to assign tasks to different employees, which helps the automated process and keeps track of all the work. It keeps employees on task and helps us stay organized so that nothing falls through the cracks. I also like that Canopy helps us keep track of where we're at in the process, increasing our capacity. Review collected by and hosted on G2.com.

I think Canopy is incredibly complex, and it takes a long time to learn the systems and all of the ins and outs of each feature, which can be overwhelming. The initial setup was not easy, and when we migrated our portal and all of our clients to Canopy, there was some process switching, and it was cumbersome for over a month. My clients could not access the new portal, although I think Canopy has already fixed this. Review collected by and hosted on G2.com.

I use Canopy as our practice management system, which is really helpful for workflow automation and has allowed us to cut our tech stack in half. Canopy solves the problem of constantly having to switch between different platforms by providing one source of truth where we can bill, store, and track everything. I like how modern the platform is; it feels built for this day and age and is very forward-thinking. The way Canopy lets us connect task templates to an engagement letter has been huge, creating tasks automatically as soon as a client signs. This eases the team's workload and cuts down on manual tasks. Canopy's focus on automation helps our professionals spend less time on repetitive tasks and more with clients. The initial setup was not bad at all, with Canopy University and webinars covering everything we needed to know. Also, I appreciate the simplicity of having an all-in-one platform. Review collected by and hosted on G2.com.

One area for improvement would be the ability to connect questionnaires or organizers to task templates. I'd like questionnaires to trigger automations and status updates, and to be able to send them automatically once an engagement letter is signed. I'd also mention some hesitation around AI usage, particularly with the new Canopy Coworker and AI questionnaire features. I'm hopeful these additions will prove worth the cost, but I'd like to see clearer value before fully committing to them. On the AI side, it seems like Canopy is aiming to become an all-in-one platform. My main hope is that pricing stays fair and reasonable for users as these features are rolled out, rather than becoming a significant added cost for capabilities we may only partially use. Review collected by and hosted on G2.com.

I appreciate the user-friendly interface and the helpful training modules. These features streamline our workflow, making it easier to manage tasks and maintain consistent communication with our clients throughout the year, not just during tax season.

The intuitive design allows us to quickly access essential tools and resources, which keeps us organized and efficient. With the training modules, our team can continuously improve our skills and stay up to date on best practices. This ongoing professional development translates into better service for our clients.

Additionally, the workflow system enables us to set reminders and follow-up tasks, ensuring that we reconnect with clients regularly. By making check-in calls or sending personalized updates throughout the year, we build stronger relationships and foster trust. This proactive approach helps us understand their evolving needs and offers opportunities for additional support, whether that’s planning for future taxes, discussing financial goals, or simply catching up on their current situation.

Ultimately, this consistent engagement not only enhances our client relationships but also positions us as a reliable partner in their financial journey, far beyond the pressures of tax season. Review collected by and hosted on G2.com.

One area I would like to see improved is the user interface. While Canopy has a lot of useful features, it can sometimes take several clicks to find what I'm looking for, especially when switching between payroll, HR, and time-off management. I would also like more flexibility with reporting, including easier customization and exporting. Some integrations could be more seamless to reduce manual work between systems. Performance is generally good, but occasionally pages load slowly when generating larger reports. I think additional AI-powered features, such as automatically identifying payroll discrepancies, PTO issues, or suggesting corrections, would also be valuable. Finally, while the onboarding process was straightforward, more in-app tutorials and guided walkthroughs for advanced features would make it easier for new users to learn everything Canopy has to offer. Review collected by and hosted on G2.com.

I use Canopy for our tax and accounting business as our main hub for everything, like task management, billing, notes, communication, and CRM. I like that it's very easy to use and to train people on. It's designed well for what it does, and they offer easy and consistent pricing. I appreciate the good support and knowledge base, which allow us to quickly resolve issues and enable our team to solve their own problems without having to ask another team member. The platform is very intuitive, making it easy to train both new and existing employees. Review collected by and hosted on G2.com.

The platform lacks AI features and automation. I think Canopy does most things well but nothing great, and it lacks customization. The tasks are currently very click-heavy, and I wish they could be more automated and dynamic. A kind of coworker that can complete tasks on your behalf, answer questions, and be an active assistant would be great. Also, while Canopy makes it easy to migrate client info and most files, the notes migration was a big lift. Review collected by and hosted on G2.com.

I like that Canopy has become our central practice management platform, effectively bringing our core functions like client relationships, workflow, document storage, and internal collaboration into one place. It has replaced multiple applications like Ignition & CPA Charge, Practice CS, File Cabinet, and Liscio, which has greatly simplified our workflow. I appreciate that Canopy provides a real-time status on various projects, which has improved workflow visibility. It's a single source of truth for our team, boosting efficiency, collaboration, and enhancing client services and communication. The setup was easy, and although there was a learning curve, the support staff has been great. Review collected by and hosted on G2.com.

We find that overall it has been great, but we feel that things that could improve are reporting and analytics, workflow flexibility integration with outside apps, and bulk management capabilities. Also, while getting set up was easy, the learning curve was a bit hard. Review collected by and hosted on G2.com.