Product Avatar Image

Canopy

Show rating breakdown
807 reviews
  • 2 profiles
  • 4 categories
Average star rating
4.6
#1 in 1 categories
Grid® leader
Serving customers since
2014

Profile Name

Star Rating

638
139
20
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
638
139
20
5
7
Jared H.
JH
Jared H.
08/03/2026
Validated Reviewer
Review source: Organic

Feature-Rich but Integration Challenges

I like that Canopy ships a lot of new products and features. It doesn't feel like stale software and seems to get better as time goes on. I appreciate that document requests are built into tasks, keeping everything in one place so I can track where things are at. When I need to ask the client for more things, I can do it from within the task, and it automatically reminds the client about what I need. This feature is quite helpful because I don't have to search through emails to remind myself what I need if they didn't respond.
Verified User in Accounting
UA
Verified User in Accounting
08/03/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Work Productivity Improved

The communication tab feature is great as it lets me access documents that may have been missed in saving.
AN
08/01/2026
Validated Reviewer
Verified Current User
Review source: In-app

My Lifesaver

There are so many useful features available to me that assist my small office to do major things.

About

Contact

HQ Location:
Draper, Utah

Social

@canopysuite

What is Canopy?

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.

Details

Year Founded
2014