I enjoy the organization and ease of use. Review collected by and hosted on G2.com.

I will have to say that the Canopy support team is not great. They do not seem knowledgeable about the product. I get a lot of copy pasted info with no guidance. Review collected by and hosted on G2.com.

The integrations (especially syncing with email) are solid. Support—whether through AI, chat, or email—is very quick and helpful, and they’re constantly updating the system. Review collected by and hosted on G2.com.

There’s room for improvement in how syncing works. It seems like we periodically run into issues when trying to open documents within Canopy. Review collected by and hosted on G2.com.

Canopy has seamlessly transformed our firm. I went from a single-member virtual operation with hand-written notes for all of my task lists to a 3-member virtual office. I love the task management and client interface. Our clients love the app. Review collected by and hosted on G2.com.

I have yet to find any drawbacks for our firm. Review collected by and hosted on G2.com.

I enjoy using Canopy because it simplifies my daily workflow. Having everything in one platform makes it easier to stay organized, keep track of client work, and complete tasks more efficiently. It really helps me save time and stay productive and complete cycles. Review collected by and hosted on G2.com.

I don’t like that the client can upload the same document multiple times, because it can quickly create unnecessary duplicates and make things feel cluttered. Review collected by and hosted on G2.com.

Automated systems and easy navigation all in one place for company wide client files and correspondence Review collected by and hosted on G2.com.

getting workflow, task, etc set up feels overwhelming we had to hire an outside consult , recommended by Canopy, to get our things set up Review collected by and hosted on G2.com.

I really like the user interface and how smoothly the program works. The client portal has gotten a lot of positive feedback. The seamless document sharing and seamless e-signature collection is great as well. Canopy is a more all-in-one solution that ties everything together. We had great support from Canopy during the transition. Review collected by and hosted on G2.com.

There is a bit of room for improvement on the list filtering. When many filters are added, the results can sometimes be unreliable. I find myself exporting the raw data to Excel to filter. Review collected by and hosted on G2.com.

I like the task automation and the dashboards, where I can quickly see the status of all engagements. Review collected by and hosted on G2.com.

Not a lot in the way of dislike. There is bit of a learning curve when you first start, but that is no different from any software. Review collected by and hosted on G2.com.

The workflow tools are comprehensive and I can tell where we are with client work Review collected by and hosted on G2.com.

I would like to see more preformatted reports that I can use and filter, rather than just relying on views onscreen. Review collected by and hosted on G2.com.

I like that Canopy is easy to use, and whenever I have a problem, the support team is readily available. It keeps everything organized for clients, and it's easy to upload documents and communicate with team members within Canopy. The task list helps keep the flow going efficiently. The initial setup was very easy, and someone helped with onboarding along with many training videos, which eased the transition. Review collected by and hosted on G2.com.

I don't like that some things are hard to change or delete. Such as tax organizers or signature documents. You can't do it right on the client profile. Also, I need to learn how to delete old emails and not attach them to certain names because the emails that you originally use are tied to the client's name. Review collected by and hosted on G2.com.

I really appreciate how Canopy allows us to manage the firm efficiently by keeping everything where it belongs and ensuring that everyone knows the status of tasks and documents. The workflow tools are fantastic, especially the ability to use subtasks within tasks, which greatly enhances our organization. I enjoy the capability to leave notes for each other, as well as placing client documents on the portal to avoid the need for constantly sending out copies of returns. I love that Canopy is always experimenting and trying out new ideas which not only make learning and improving efficiency enjoyable but also take the repetitive data entry off our hands, giving us more time to engage with our clients. I am impressed by how these innovations allow us to save time and communicate more effectively with the team. Switching to Canopy from ATOM was a smart move for us, as it is more dynamic and comprehensive, letting us consolidate various tools into one. I also find it remarkable that, despite implementing it in the middle of tax season, Canopy's setup was manageable, indicating how well it is designed. Review collected by and hosted on G2.com.

It can feel a little overwhelming at first, because it offers so many solutions. There's so much to learn, and they're constantly adding new features, so it can be challenging to use all the features, especially at first. Review collected by and hosted on G2.com.