I love the automated reminders in Canopy, which help us stay on top of clients without having to contact them manually, and I appreciate its secure portal for transferring information back and forth. I also like the organizers for gathering information. Canopy's interface is pretty intuitive to use. The secure portal for sharing documents and gathering information from clients is very useful because of the nature of the sensitive information we need, like PII. We use Canopy often for pulling tax transcripts for clients and providing updates on their amendments, so that feature is very useful as well, and the transcripts can be pulled on a schedule, which helps reduce the manual effort. Review collected by and hosted on G2.com.

We don't do billing through Canopy. Since we use QuickBooks Online for bookkeeping, we invoice through there, so that can get a little clunky having two dominant systems. Review collected by and hosted on G2.com.

I appreciate Canopy’s ability to consolidate all necessary elements in one place, which makes managing accounting tasks more streamlined. Its feature to allow viewing client work progress and tracking tasks efficiently is incredibly useful. The ease with which I can dive deep into various project details and have all my contacts organized in one convenient location is particularly beneficial. Additionally, Canopy’s robust set of tools, especially the file management component, stands out as a valuable asset for our firm’s needs. The support team from Canopy made the initial setup simple and smooth through a series of Zoom meetings, ensuring a seamless transition process. Review collected by and hosted on G2.com.

I find Canopy's email integration lacking, necessitating the use of an alternative email client, Missive, for better functionality within a team environment. Canopy could benefit from having a more robust email client integrated within the CRM. Review collected by and hosted on G2.com.

We've been using Canopy across our firm, and it has become one of the central tools in our day-to-day operations. As a growing firm with a high volume of tax, accounting, and advisory clients, having everything in one place has made a significant difference.

The client portal is one of our favorite features. It provides clients with a secure, easy-to-use location to upload documents, complete requests, sign engagement letters, pay invoices, and access prior tax returns. Having a single source of truth has greatly reduced email traffic and improved communication with our clients.

The workflow management tools have also been a huge benefit. We can track every engagement from start to finish, assign work across the team, create standardized processes, and quickly identify bottlenecks before they become issues. The visibility into our workload has helped us manage busy seasons much more effectively. Review collected by and hosted on G2.com.

Overall, Canopy has been a great platform for our firm, but like any software, there are areas where we'd love to see continued improvement.

One area with the greatest opportunity is the calendar and scheduling functionality. We'd love to see a more robust calendaring system that goes beyond basic event management. Features such as improved staff scheduling, workload visibility, recurring internal deadlines, appointment management, calendar overlays, and tighter integration with workflows and task due dates would make it easier to coordinate work across the firm. A more comprehensive scheduling experience would further reduce the need to rely on external calendar tools and help keep all firm operations within a single platform. Review collected by and hosted on G2.com.

I love using Canopy as our Firm's Client Portal because it helps us efficiently manage and streamline a variety of tasks, such as sending out engagements, assigning tasks internally, and handling client communications like tax questionnaires and document requests. Canopy has excellently resolved our challenges in task assignment, making it clear who is responsible for what within our team. The software's user-friendly nature is something I truly appreciate, making my experience smooth and easy. There are so many outstanding features in Canopy that enhance our productivity, and one feature I particularly love is the ability to pull transcripts directly from the IRS, especially since it supports bulk downloads when we have a POA on file. The initial setup was very straightforward and simple enough that our Admin staff could handle it with ease. Overall, the robust functionality and intuitive interfaces of Canopy make it a valuable tool for our practice, and I am highly likely to recommend it to others, rating it a perfect 10 on the recommendation scale. Review collected by and hosted on G2.com.

I find the Beta version of the questionnaires to be overly complicated and in need of simplification. Additionally, I am having difficulty integrating Canopy with Drake, which is not working as intended. Review collected by and hosted on G2.com.

Having everything in one place. Before Canopy, I was juggling four different software tools to run my bookkeeping practice. Now my engagement letters and contracts, invoicing, payment collection, and all of my client information live in a single platform. That consolidation alone has saved me time and cut down on the mental overhead of switching between systems and reconciling information across them. It's made the client-facing side of my business dramatically simpler to manage. Review collected by and hosted on G2.com.

The built-in project management. I still run my actual project and task management in Notion, partly because of how I already have it set up, but mostly because of how tasks work in Canopy. In Notion I can see and edit all of my tasks from one screen. In Canopy, when I click on a task, it pulls me out of the task view and drops me into the client profile — so I lose the bird's-eye view of everything on my plate. For anyone who lives in a single task dashboard, that navigation gets in the way. Review collected by and hosted on G2.com.

I think that Canopy is an all-in-one resource management system, and I don't have to use three different pieces of software to do everything. It keeps track of all my documents and provides a place to send secure live files to clients. I also appreciate the secure document uploads and downloads between clients and the secure electronic signatures, which help me get my tax documents from clients and send their tax returns back securely. It's great that I don't have to email anything or have a separate secure email system. The initial setup was easy for me. Review collected by and hosted on G2.com.

The QuickBooks integration could be improved. I would like to be able to just have to enter an invoice in one place. Review collected by and hosted on G2.com.

I really like that Canopy centralizes nearly every aspect of our practice onto one platform. The secure client portal is extremely intuitive, making document exchange straightforward for both our team and clients. The straightforward electronic signature process speeds up turnarounds, allowing clients to sign documents from anywhere, which helps us file returns more quickly. The workflow tools give us clear visibility into the status of each client return or project, aiding us in prioritization, task assignment, and deadline management. I appreciate that client communications, invoices, documents, and tax returns are all linked to the client's profile, making finding information quick and efficient. The process improves organization and the client experience, enhancing our service efficiency. Canopy helps us stay organized and efficiently work through our tasks and projects. Review collected by and hosted on G2.com.

Overall, Canopy has been a very valuable platform for our firm, but there are a few areas where I believe it could be improved - and I don't doubt for a second that Canopy won't improve them. Some workflows require more clicks than necessary, and there are times when navigating between different sections of the software isn't as intuitive as it could be. I'd also like to see greater customization within workflows and reporting so firms can better tailor the platform to their specific processes. Occasionally, performance can feel sluggish, particularly when working with larger client files or moving between modules. Continued improvements to speed and responsiveness would enhance the overall user experience. Additionally, I would appreciate more flexibility in automations, which would help reduce manual tasks and further streamline our workflow. Review collected by and hosted on G2.com.

I really like that Canopy is easy to use and integrates directly with QuickBooks Online, which is incredibly helpful. It also offers a ton of different training modules and options, making it great for onboarding new employees or clients with its fantastic database. The integration allows new clients added into QuickBooks to automatically sync with Canopy, which simplifies my workflow. It's been extremely helpful for automating and maintaining name conventions when hiring new people. Additionally, I find invoicing through Canopy much easier for tracking and keeping clients updated without extra downloading, making the whole process time-efficient. Review collected by and hosted on G2.com.

Sometimes the templates and being able to copy things have been less than user-friendly, especially if it's specifically assigned to a client. Another issue is having different engagements go out that aren't attached to billing, as we don't use billing within Canopy or payments, which has been trickier than we would like. The fact that the tax organizers are not modifiable is less than ideal. We've had to create custom templates outside of Canopy and integrate them in, which is like doing double the work. It would be easier if you could modify the tax organizers directly. Review collected by and hosted on G2.com.

I find Canopy very easy to use. Adding files is extremely easy, and it really simplifies coordinating with clients, especially with the app. The secure portal makes my clients feel good about submitting their information. The clients like being able to share easily by clicking pictures and directly uploading. I also like to trial on the beta when things are available. Review collected by and hosted on G2.com.

The only thing I don't like about Canopy is when you add clients' files, and you click on the visible box, a huge box pops up, and you have to move it in order to click on each one of the files. I liked it when the box was smaller and easier to navigate around. Review collected by and hosted on G2.com.

One of my favorite things about Canopy is how user-friendly it is. It brings so many different functions together in one platform, making it easy to manage client communication, document sharing, e-signatures, tasks, workflow, and billing without having to switch between multiple programs. Having everything in one place saves time, keeps our team organized, and creates a much smoother experience for both staff and clients. Review collected by and hosted on G2.com.

Overall, I've had a great experience with Canopy, but there are a few areas that could be improved. Penny, the AI chatbot, hasn't been very useful in my experience and often doesn't provide the answers I'm looking for. The platform can also become slower during the busiest parts of tax season, which can impact efficiency.

I also wish there were a more transparent process for submitting feature requests and tracking product updates. Some requested features seem to take a long time to be implemented—or never make it into the platform at all. While I'm happy with what Canopy offers today, I'd love to see more communication around customer feedback and the product roadmap. Review collected by and hosted on G2.com.