Canopy Reviews & Product Details

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.

Canopy has proven to be an extremely valuable resource for modern accounting firms. It serves as a comprehensive platform, uniting key features such as client management, document storage, workflow, and billing in one place. One of its standout advantages is how easily it integrates, which simplifies implementation and ensures that every aspect of our firm's operations—from onboarding new clients to processing final payments—runs smoothly and efficiently. As a result, we've seen a noticeable reduction in administrative tasks, allowing us to dedicate more time to serving our clients. And their customer service is the best out there! Review collected by and hosted on G2.com.

The one thing that we wish Canopy had is text messaging abilities. Review collected by and hosted on G2.com.

Complete practice management system that helped us eliminate a multitude of apps and enabled me to sleep at night, knowing that in all phases of our practice - accurate client data, workflow, scheduling, billing, due date monitoring - Canopy handles it all. Review collected by and hosted on G2.com.

Its robust system requires a lot of initial effort to input data, but once complete, no issues. For now, we are holding off the electronic billing and payment feature pending further analysis; we expect that it will be suitable. The only remaining improvement we are awaiting is the client portal. It is essential that a client can initiate a message to us at any time for any reason, and that function does not currently exist - though I am told this is in development. Review collected by and hosted on G2.com.

We use canopy so smooth out processes within our firm for bookkeeping, tax and advisory services. The client portal is great for clients to have one place to go to view and sign documents along with paying invoices. Review collected by and hosted on G2.com.

The reporting features are not easy to use. It takes a lot of time to learn how to use the reporting features in order to get the reports our firm wants. I wish the client portal had a built in communication feature. Sounds like it is coming in the future, but at this time that is lacking. Review collected by and hosted on G2.com.

The thing I like the most about Canopy is the seamless tracking throughout the firm. No matter who it is in our firm- admin, preparer, bookkeeper, review- everyone is able to see where we are at in a return, what we still need, and all updates on the return. It has made tracking throughout the year much easier and much more simple and concise than our team has ever seen before. We are able to leave notes for everyone to see which has become one of the most useful parts of Canopy and has cut down our internal communication times by a substantial amount. I also like how easy it is for our clients to use and everything the need is in one place - a place to upload documents, view the returns, and sign documents in one easy app/website. They also have the easiest customer support I have ever used. It quickly replies, is able to decode questions even if they're not asked in a straight forward manner, and provides links to where you can learn about that feature/question in Canopy. Review collected by and hosted on G2.com.

There isn't much about Canopy that I dislike. I think the only feature(s) that need improving is the ability to customize the task lists and add personalized columns based on a firms needs. Review collected by and hosted on G2.com.

To me, the most helpful feature of Canopy is the integration. I love that our firm no longer has to use a ton of different software and with Canopy, everything is now in one place. You can create tasks directly from emails, store client info seamlessly, and communicate with the team on a project. All within one website! That's another thing - I really appreciate that all of this info in in the cloud! Review collected by and hosted on G2.com.

Going through the set up process has been a little tedious. I wish that Canopy would "communicate" with more software so that transitioning to Canopy could be easier.

I also don't love the email view and wish there was more customization there. For example, I don't prefer to view my emails in "Conversation View", and I organize my email into folders. Adding these features to Canopy would be helpful Review collected by and hosted on G2.com.

I like that Canopy is constantly evolving with new features, which demonstrates a commitment to improvement and directly benefits my workflow. In particular, the addition of the Engagements feature last year allowed me to consolidate services and save on extra costs. The recently introduced features that facilitate client information requests, along with the automation options, are especially exciting and hold promise for an efficient tax season ahead. Furthermore, the customer support provided by Canopy is commendable, offering reliable assistance when needed. I also appreciate the seamless integration with other tools I use, such as QBO, Odrive, and Office 365, which creates a cohesive and efficient work environment. Review collected by and hosted on G2.com.

I find the task tracking feature in Canopy to be less robust, as it's currently just a list without more advanced views like Kanban or Gantt. There's also a lack of interactive management options such as drag-and-drop for reassigning tasks or adjusting dates and durations. Additionally, I would appreciate more features related to task presentation, like differentiating between an internal to-do list and a backlog of client work. Another area for improvement is gaining more visibility into team utilization, so I can understand if my team is under or overutilized. The initial setup process was frustrating; the onboarding team imported all 6,000 contacts instead of following my instructions, which only required about 700-800, leading to a time-consuming cleanup process. Finally, I would appreciate a scheduling tool similar to Motion or Sunsama for better task management. Review collected by and hosted on G2.com.

What I find most helpful about Canopy is that it serves as a central hub for nearly everything required for managing a client, with the exception of the return software. The client profiles are especially useful, as they consolidate all relevant information in one place. When you open a profile, you can instantly see if a client has any outstanding invoices, the services you provide for them, and who is designated as the client owner. Additionally, the new AI features that Canopy has introduced are impressive and promise to make things much easier for both firms and their clients. Review collected by and hosted on G2.com.

One thing Canopy could improve is that our firm almost daily has a client tell us that their profile says they no longer exist and they have to log in and log out of their account to fix this. Review collected by and hosted on G2.com.

Canopy has been instrumental in scaling our business by consolidating time tracking, billing, project management, document storage, and communications into a single, efficient platform. The onboarding process was seamless, and their customer support team has exceeded our expectations. We've been particularly impressed with how well the various automations and integrations function together, and the platform's intuitive interface and adaptability have made it invaluable to our workflow. Our clients have enthusiastically praised the system's ease of use and centralized accessibility. Canopy has become indispensable to our day-to-day operations. We're thoroughly pleased with our transition to Canopy and look forward to the new features on the horizon! Review collected by and hosted on G2.com.

Some features lack full customization options. The billing functions are not very robust, and ACH transactions take a considerable amount of time to process. You cannot see who receives an invoice or select multiple recipients. Generating insights reports is time-consuming and overwhelming. Review collected by and hosted on G2.com.

I like the numerous features offered: Communication, notes, files, tasks, Resolution Cases, Transcripts, Billing and Time entries. An additional feature that I have is "Organizers" that I have not used just yet. The transcript feature is one of my favorites because it pulls all transcripts quicker than I can via tax pros. The feature gives an account overview, CSED calculations, penalties and interest, payment history, bankruptcy, account transactions and assessment overview. I use all features mentioned daily, but the transcript feature is my favorite. Very easy to use. Ive rarely used customer support, however when I do, I used the chat feature and they are very helpful. Review collected by and hosted on G2.com.

I have used canopy for almost 3 years. Thus far I dont dislike anything. There are still features that I havent used. It makes work very easy. Review collected by and hosted on G2.com.