Canopy

Show rating breakdown
943 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
Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
10/28/2026
Validated Reviewer
Verified Current User
Review source: In-app

Canopy is great

How easy it is to manage a client workflow, from original client onboarding all the way through the billing and collection process, while having the client portal integrated as well. We have had very few client complaints using the platform, and most have praised the switch.
Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
10/27/2026
Validated Reviewer
Verified Current User
Review source: Organic
Translated Using AI

Canopy Makes Editing, Tasks, and Automations Effortless

I like that I can edit files within the system with the help of the Canopy Desktop Assistant. I like the ability to create tasks and assignments, and I like that I can send request, reminders, and set up other automations. All of these things help me save time during the day.
TJ K.
TK
TJ K.
AccountantSmall-Business (50 or fewer emp.)
10/27/2026
Validated Reviewer
Verified Current User
Review source: Organic

All-in-One, Easy-to-Use Platform That Keeps Evolving

It holds many if not all my needed features into a single platform. Very easy to use, easy to learn, integrated, and constantly evolving with the industry.

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