Canopy

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

Profile Name

Star Rating

750
162
20
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
750
162
20
5
7
AN
Small-Business (50 or fewer emp.)
10/30/2026
Validated Reviewer
Verified Current User
Review source: In-app

Amazing very quick and easy to use

What I like best about Canopy is how it keeps client information, documents, and communication organized in one place. It makes it easier to manage client accounts, send and receive documents securely, and keep track of what still needs to be completed. I also like how convenient it is to communicate with clients through the portal
Verified User in Airlines/Aviation
IA
Verified User in Airlines/Aviation
Small-Business (50 or fewer emp.)
10/29/2026
Validated Reviewer
Review source: Organic

Streamlined Workflows, but Google Calendar Integration Needs Work

The consistent improvements focused on streamlining workflows
Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
10/29/2026
Validated Reviewer
Verified Current User
Review source: Organic

Email and Task Automations That Save Time

the automations for replying to emails and tasks

About

Contact

HQ Location:
Draper, Utah

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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