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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

647
138
20
5
7

Canopy Reviews

Review Filters
Profile Name
Star Rating
647
138
20
5
7
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.
Sierra P.
SP
Sierra P.
08/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

Great Task Organization and Easy File Sharing

The organization for tasks, ability to send a file without log in for receiver
Chantile F.
CF
Chantile F.
I enjoy a good challenge - so I'm learning Java just for fun.
08/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

A Great All-in-One Practice Management Platform

Canopy has become the hub of our firm. We use it every day for managing clients, documents, workflows, billing, and our client portal, and having everything in one place has made a huge difference. It's easy to use, keeps our team organized, and helps make sure nothing falls through the cracks. We've also really liked the meeting Notetaker—it saves time and makes follow-up much easier. Overall, it's made our day-to-day work more efficient.

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