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Canopy

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

Profile Name

Star Rating

646
138
20
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
646
138
20
5
7
Neal B.
NB
Neal B.
08/05/2026
Validated Reviewer
Verified Current User
Review source: Organic

Canopy Keeps Client's and Accountants Organized

Canopy has a lot of great features. As a tax accountant it is great to be able to see all of my client's source documents in one place and not have to close every file before opening the next one. I also love the check mark feature so I can know what has already been entered.
Verified User
G
Verified User
08/05/2026
Validated Reviewer
Review source: Organic

Streamlined Our Accounting Workflow with Ease

I like Canopy because it's easy to reassign tasks and navigate through the platform. I also appreciate being able to use the automation feature, which is very helpful for my accounting workflow, task management, and timekeeping/billing.
AN
08/05/2026
Validated Reviewer
Verified Current User
Review source: In-app

Easy,Trustyworthy and total Confidence

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.

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