I like how everything is centralized, and I get real-time notifications whenever a task is created or a client responds to a message, which saves me time. The ease of use and the extensive learning catalog are great, allowing me to learn quickly whenever I encounter something new. Canopy University has been indispensable for helping our firm transition from PracticeCS. I also like that Canopy just needed reports from PracticeCS to upload our clients' information, making the setup quite hands-off for us. It's also great that it's connected to my Outlook mail and calendar. Review collected by and hosted on G2.com.

Transitioning from another software can take time learning the differences. Review collected by and hosted on G2.com.

I really like how nearly every tool I need is incorporated into Canopy. It handles the email, client messaging, questionnaires, task automations, and billing. Review collected by and hosted on G2.com.

I wish it would: 1) Integrate with Quickbooks Desktop (I don't use online), 2) Incorporate a PoS card reader OR a virtual terminal into the billing so that I don't have to use PayPal for my PoS, 3) Allow me to drop screenshots directly into email without having to do them as attachments. Review collected by and hosted on G2.com.

I love how Canopy is constantly evolving, regularly cranking out new updates and features that are on the cutting edge of the accounting software industry. This includes advancements in tax automation, smart intake of client documents, delivery of tax returns, and integrations with QuickBooks Online. I'm impressed with how quickly they bring new features under one umbrella, allowing us to have everything in one place. Additionally, switching to Canopy from our previous software was refreshing due to its modern, sleek, and feature-rich design, enabling us to take advantage of new capabilities that our old software couldn't handle. I'm grateful for Canopy’s customization options that let us tailor our templates, workflows, and processes. Uploading client data and files is streamlined, seamless, and pain-free. Review collected by and hosted on G2.com.

I found some frustration with the insights module for custom reporting and dashboards because certain information we need isn't exposed through the queries. Also, we experience occasional outages, which can be annoying even though they aren't common. I think there could be improvement in allowing more integrations with other software. There are some integrations available, but not with all the tools we use, like UltraTax. Lastly, we had some growing pains with the initial setup, as we had to flesh out all of our templates, even though Canopy offers a rich library. It was a bit challenging to switch over due to our fine-tuned specific processes. Review collected by and hosted on G2.com.

Canopy is certainly an efficient all-in-one solution to tax-firm management. From communication, to storage, to billing, Canopy can handle it all in a way most other programs cannot. Despite this, there some minor issues, but nothing that can't be worked around. Review collected by and hosted on G2.com.

More interfacing updates have slowed productivity. Canopy has made several updates since my previous review, most of which have encumbered how a firm can smoothly retrieve and receive relevant, and oftentimes vital, information. A return to the original user interface would solve all of these issues, but, again, it isn't anything that would break a firm. Review collected by and hosted on G2.com.

The best thing about canopy is that everything is in one place. All communications, files, and billing. Love the new texting feature!! Review collected by and hosted on G2.com.

There are two things that I would improve about canopy. 1. The ability to look at multiple files in multiple windows at the same time (maybe we can - I just haven't found out how) 2. More flexibility in the billing module. I need more detail Can we add some drill down features in the billing module so I can see the detail? It would be easier than picking thru the reports. Again, maybe we can but I haven't been able to figure out how. Review collected by and hosted on G2.com.

Canopy is awesome for document management. I love gathering all the client workpapers and condensing them into the specific order I want. Highlighting the documents and making notes for other employees is a game changer. Review collected by and hosted on G2.com.

I wish it was capable of sending updates to cell phones thru text! It would be amazing to send signature requests and invoices to client phones. A lot of time our invoices go to junk/spam Review collected by and hosted on G2.com.

I like that Canopy provides a secure place for clients to upload documents and assists in managing workflow for our accounting tasks. I appreciate that clients find it easy to use, which reduces the number of questions they have and helps us get the information we need quicker. I also think billing is easy with Canopy. Review collected by and hosted on G2.com.

I don't love the automated tasks. I get emails about them, but they are bulked together, so I almost never know what they were for. Also, I don't need those reminders. It's simply not necessary. There are customized task lists that help with this. Review collected by and hosted on G2.com.

Canopy is easy to use, and the portal has been well received by all of my clients. It’s straightforward to navigate, and the integration from Canopy to QuickBooks is awesome. Review collected by and hosted on G2.com.

The implementation leaves a bit to be desired. You have a quick call, and then that’s where it stops. After that, all of the training is on you, and it’s mostly done through boring videos, slides, and similar materials. Review collected by and hosted on G2.com.

I really like Canopy for project management due to its ease of use and the ability to handle many different types of projects. It's convenient that we could combine five different programs into one with Canopy. The integration with Outlook also adds to its value by enhancing our workflow. Review collected by and hosted on G2.com.

I think the time and billing platform could be improved. The setup was not difficult, but it was time-consuming as some of the information did not convert. Review collected by and hosted on G2.com.

Its a user friendly with comprehensive features for documents management and clients can also have access to review, update and sign documents on same platform.

Task Reminder feature is also very helpful to remind user and clients to close task on time.

Documents editor on the Go is also very helpful to update records on same platform. Review collected by and hosted on G2.com.

Dashbaord can be be more professional then its current status. Review collected by and hosted on G2.com.