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Canopy

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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

637
138
20
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
637
138
20
5
7
CW
Christina W.
07/30/2026
Validated Reviewer
Review source: Organic

Versatile Tool with Excellent Client Management Features

I appreciate how Canopy manages client profiles and makes it easy to document information and upload files. I love the regular workshops and classes they offer, which help me use Canopy better and create excitement for new features. I've attended four workshops, and they not only enhance my use of Canopy but also allow me to provide real feedback to improve the service. Additionally, I've enjoyed the feature that allows me to edit PDFs within Canopy, which has been really helpful. The initial setup was very easy for our small business, and we've been gradually using more features. These aspects make Canopy a tool I would definitely recommend.
Pure Office S.
PS
Pure Office S.
Quality that's pure ensures success!
07/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

All-in-One, Reliable Platform with Great Support and QBO Integration

The most helpful feature is having everything in one place for Client Work, Engagements, Payments and Time Tracking. Navigating everything within Canopy helps my Day to Day operations run much more efficiently and has been very reliable. The other feature that is helpful is being able to integrate to QBO so that I can balance my business books easier. The Pricing of Canopy is very affordable and the help I've received from Customer Service on any issues I've had has been great.
FO
Front O.
07/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

Canopy’s Client List Makes Quick Lookups Fast and Easy

The most helpful feature in Canopy, for me, is the client list. I often need to look up information quickly, and the client list makes that process much faster and easier. I use it every day at work.

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