Product Avatar Image

Canopy

Show rating breakdown
817 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
Molly M.
MM
Molly M.
Experienced CPA with 30+ years of expertise in tax and accounting services.
07/29/2026
Validated Reviewer
Verified Current User
Review source: Organic

Makes Client Tax Document Uploads Effortless During Tax Season

I love the document management system for clients to upload tax documents to me. It makes it very easy during tax season.
Zylea L.
ZL
Zylea L.
07/29/2026
Validated Reviewer
Verified Current User
Review source: Organic

Very User-Friendly—Our Clients Love It

Very user friendly, our clients love it.
felicia w.
FW
felicia w.
07/29/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fast, Easy E-Signing That Beats Adobe

I like the e-sign process. It's very easy to compose an esign document. Much faster and efficient than Adobe.

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