Work Tab and Task list are editable and easy to navigate. I like that you can customize which fields are important to see when reviewing tasks and also add status fields applicable to the firm. Review collected by and hosted on G2.com.

Manual entry of dates is not possible. You have to use more clicks to access sub accounts now. I would like a reporting feature where we could create reports or even have them emailed to management to flag certain uncompleted tasks. A new area that is concerning is that on our recurring templates, some of the dates are not populating for the next task cycle, making me fear that we are missing tasks to be completed. Review collected by and hosted on G2.com.

The best thing about Canopy is that they are constantly coming out with new features. The new tax delivery beta is excellent. We are a small firm, and the pricing is well worth the investment. Review collected by and hosted on G2.com.

My only complaint with Canopy is that the billing is not really set up for hourly rates. Review collected by and hosted on G2.com.

The user interface is very easy to learn and intuitive, there are a lot of time savers built into the platform in thoughtful places Review collected by and hosted on G2.com.

As with any web based CRM, I dislike having to use an extra tool when scanning documents into my Canopy files, but its worth the extra step to have my files located with my client's profile Review collected by and hosted on G2.com.

The interface is clean and intuitive, making onboarding straightforward even for less tech-savvy staff members. The e-sign functionality in particular has been a game-changer for getting client documents turned around quickly. Review collected by and hosted on G2.com.

Not many downsides. I would have liked if you could add your email signature to documentation sent to clients. Review collected by and hosted on G2.com.

The easy of use and the level of organization that the application uses, I like the fact that the app does allow you to do many things, and on the customer side, they are able to view documents and be very proactive with the tax firm! I love they are consistently updating and adding more AI features that give it a nice touch. Review collected by and hosted on G2.com.

The tech support, some of them don't know the solution, they file tickets and they do take a few days for them to resolve. Review collected by and hosted on G2.com.

I appreciate having everything organized in one place, with a layout designed to be as user-friendly as possible. I also like the notification system, and how easy it is to share documents with both clients and team members at once. Review collected by and hosted on G2.com.

The app logs me out several times a day due to inactivity, which can be quite frustrating. Review collected by and hosted on G2.com.

What I like best about Canopy is that it combines many essential tools for accounting and tax professionals into one platform. I use it for engagement letters, workflow management, the client portal, tax organizers, and secure client messaging, which helps keep my practice organized and efficient.

I also appreciate that the platform is continuously improving. The AI Assistant and Notetaker features look promising, and I’m excited to see future enhancements, especially for the Tax Organizer. Review collected by and hosted on G2.com.

One area I’d like to see improved is the Tax Organizer experience, as there is still room to make it more streamlined, customizable and flexible for both practitioners and clients. Review collected by and hosted on G2.com.

What I like most about Canopy is its AI Intelligence features. They’re already proving to be a big help in streamlining our work and cutting down the time spent on repetitive tasks. I also really value the workflow and client request tools, which make it much easier to track missing information and stay organized, rather than relying on scattered emails and manual follow-ups.

On top of that, having all team communication with a client in one place is especially useful for clients who don’t upload documents directly to the portal. It makes it easier to see what was emailed and helps avoid internal confusion. The main area I’d like to see improved is the communications tab: it could be easier to navigate and filter, and the ability to print or save a specific email directly to the client’s files would make the workflow even smoother. Review collected by and hosted on G2.com.

What I dislike most about Canopy is the limited integration with Lacerte. Right now, we have to enter information in Canopy and then re-enter the same information in Lacerte. Any time something changes, we also have to manually update both systems, including status changes. This duplicate data entry takes extra time and increases the chance that something gets missed. I’d love to see these two systems truly talk to each other so that changes made in one can be pushed to the other, and so new clients can be pushed from Canopy directly into Lacerte.

I’d also like more flexibility with notes and tasks. It would be very helpful to have important “pop-out” notes that appear when you click into a client and must be acknowledged before continuing, with the option to turn that pop-up off once it’s no longer needed. Being able to clearly attach notes to specific tasks and easily see what they relate to, would make it much easier to keep context. In addition, for tasks and subtasks, I’d like completion tracking to show who actually clicked it complete (not just the original assignee), along with an audit trail showing who marked it complete or unchecked it, so we have better transparency into changes. Review collected by and hosted on G2.com.

What I like best about Canopy is that it brings key firm workflows into one place—client management, document requests, task tracking, notices, and communication. For tax and accounting firms, that centralized workflow makes it easier to stay organized, manage deadlines, and provide a smoother client experience.

I also like that it helps reduce back-and-forth with clients by keeping requests, documents, and communication more structured and visible to the whole team. Review collected by and hosted on G2.com.

What I dislike about Canopy is that some features can feel a bit overwhelming at first, especially for new users who are still learning the platform. There can also be a learning curve when setting up workflows, templates, tasks, and client requests properly.

Another area that could be improved is making some processes more intuitive and faster, especially when navigating between client records, documents, tasks, and communication. Overall, Canopy is useful, but it would be even better with a simpler user experience and more streamlined navigation. Review collected by and hosted on G2.com.

I appreciate how Canopy serves as a comprehensive tool for our firm, facilitating everything from sending engagements and managing workflow tasks to handling client requests, document management, and billing. I find the connectivity it offers invaluable, especially the ability to keep track of client correspondence and knowing exactly where we stand in a client project. My absolute favorite aspect is the reminders feature, which has been a game-changer for us. It significantly reduces the manual effort previously required to track necessary tasks and send email reminders to clients continuously. This not only enhances productivity but also ensures nothing falls through the cracks by keeping all communication within the specific task visible to the entire team. Consequently, no team member needs to specifically remember to follow up with clients about missing information. Review collected by and hosted on G2.com.

Sometimes, the automations break for no reason. Review collected by and hosted on G2.com.