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
Jia H.
JH
Jia H.
Small-Business (50 or fewer emp.)
10/23/2026
Validated Reviewer
Review source: Organic

Streamlined All-in-One Workflows with Time-Saving Automation

I like having client tasks, documents, billing, and time tracking in one place. Canopy is easy to navigate, and its automation and AI features help simplify our day-to-day tasks. I can save a document request template and apply it to multiple clients in one click, then customize it for a client’s needs. I like that requests can use long or short text, document uploads, or yes-or-no options, which makes them easy for clients to navigate. The workflow notifications help us work as a team, and filtering tasks by status helps us avoid missing them. Scheduled automated reports show us what we need to work on, even during busy times. I also like that Canopy keeps improving and offers CPEs. The initial setup was relatively easy, with workshops from the Canopy team, and we completed it within a few weeks.
Ryan I.
RI
Ryan I.
PartnerSmall-Business (50 or fewer emp.)
10/23/2026
Validated Reviewer
Review source: Organic

Accounting-Firm Friendly Software with Excellent Customer Service

The software is good and clearly designed with an accounting firm in mind. Customer services is very good.
Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
10/23/2026
Validated Reviewer
Review source: Organic

User-Friendly and Easy to Teach it to staff

user friendly and easy to teach others on it

About

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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