--- title: Canopy Reviews meta_title: 'Canopy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 709 reviews by the users' company size, role or industry to find out how Canopy works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 709 scale: '5' date_modified: '2026-06-29' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Canopy Reviews **Vendor:** Canopy **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 709 ## About Canopy Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm. ## Canopy Pros & Cons **What users like:** - Users value the **ease of use** of Canopy, enhancing efficiency with straightforward features and great support. (154 reviews) - Users find **task management** in Canopy exceptionally efficient, enhancing workflow with automation and clear task assignment. (96 reviews) - Users value the **easy document management** in Canopy, enhancing organization and improving client interactions significantly. (74 reviews) - Users highlight the **efficiency** of Canopy, appreciating its automated features that streamline workflows and save time. (73 reviews) - Users value the **efficiency improvement** from Canopy's automation and streamlined workflows, significantly enhancing productivity and client engagement. (65 reviews) - All-in-one Solution (59 reviews) - Organization (56 reviews) - Automation (54 reviews) - Setup Ease (53 reviews) - Workflow Management (53 reviews) **What users dislike:** - Users face **glitchy functionality** in Canopy's task management, hindering efficiency and making the experience feel outdated. (31 reviews) - Users struggle with **document management issues** , such as inconvenient file handling and lack of automation in templates. (30 reviews) - Users desire more **limited customization** options in Canopy, especially for organizers and permissions management. (29 reviews) - Users experience **inefficiency** with Canopy due to glitchy performance and complicated workflows that hinder productivity. (22 reviews) - Users find the **time-consuming setup** of Canopy frustrating, hindering quick task initiation and overall efficiency. (22 reviews) - Limited Functionality (20 reviews) - Limited Features (18 reviews) - Users experience significant **billing issues** with Canopy, finding reports vague and lacking in balance tracking features. (17 reviews) - Client Management (17 reviews) - Difficult Setup (17 reviews) ## Canopy Reviews ### 1. Canopy is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** I love all the features is Canopy. It has allowed my practice to work efficiently and effectively. I can see who's working n what task, what tasks are completed, pending, and other statuses all in one place. The Canopy help center is amazing with its videos and tutorials. **What do you dislike about Canopy?** I can't say there's a downside, but I would like Canopy to add a vault for passwords and URLs to access client-specific information such as online banking and other apps used by the clients instead of using notes. **What problems is Canopy solving and how is that benefiting you?** Everything is in one place and the business runs smoothly. ### 2. Thank you Canopy. Helpful tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Marina A. | accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Canopy?** Easy access to tools you need to work with like letters, forms, organazers, connection with clients and many more **What do you dislike about Canopy?** All is working well; however would like to have more task categorising options **What problems is Canopy solving and how is that benefiting you?** So far Canopy is solving complience issues, making IRS forms submition much easier, gog communication tool between firm and client. **Official Response from Patrick Nelson:** > Thank you for your positive feedback! We understand the importance of task categorizing options, and we'll work on enhancing that feature to better meet your needs. ### 3. Canopy has helped us stay organized and increase efficiency in our bookkeeping firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Canopy?** Recurring tasks, reporting features, managing clients and employees. **What do you dislike about Canopy?** I wish there was more customization. It would be great to customize the tax organizers. **What problems is Canopy solving and how is that benefiting you?** Managing the workflow and deadlines for our employees and clients. Combining multiple google docs and systems into one place. This has helped increase efficiency and productivity in our organization. **Official Response from Patrick Nelson:** > We're delighted to hear that Canopy has been instrumental in helping your bookkeeping firm stay organized and increase efficiency. Your feedback on the recurring tasks, reporting features, and client and employee management is greatly appreciated. We understand your desire for more customization, including the ability to customize tax organizers, and we'll certainly keep that in mind for future enhancements. It's fantastic to hear that Canopy is assisting you in managing workflow and deadlines, as well as consolidating multiple documents and systems into one place to increase efficiency and productivity. ### 4. amazing, reliable, convenient **Rating:** 4.5/5.0 stars **Reviewed by:** Blaine M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** it's so simple and also beneficial for day-to-day work. I can stay organized,, and work from home quickly and effortlessly. **What do you dislike about Canopy?** I dont use the email portion of the application, i dont find it useful. **What problems is Canopy solving and how is that benefiting you?** daily task reminder and being able to feel organized and rewarded after each work week. so much more productive. ### 5. Canopy is a lifesaver for our firm! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** We love the cloud document management module. As a small firm, this allows us to work out of multiple locations and have access to all our documents everywhere. Our clients have also found the client portal much easier to use than our previous system. We use all the modules of canopy and it has replaced 4 different softwares that we previously used. **What do you dislike about Canopy?** Price is the biggest downside as it's a little bit expensive. There are a few minor features we would like to see, but the canopy team is consistently rolling out new features that are very helpful to us. **What problems is Canopy solving and how is that benefiting you?** We had four different softwares handling all the needs that canopy is now covering for us. Our practice has become much more efficient having everything in one place. ### 6. Fast and easy **Rating:** 5.0/5.0 stars **Reviewed by:** Yesika C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Canopy?** Everything is easy to use and understand **What do you dislike about Canopy?** If the Client Portal is going to be closed, it should ask for a reason to keep a reference, and if the portal needs to be opened again, it must ask why? to keep record for the reason and who made the changes **What problems is Canopy solving and how is that benefiting you?** none ### 7. Excellent product... .saves hours a month **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Canopy?** Task tracking, and automatic invoicing and payment processing **What do you dislike about Canopy?** Fees.... I don't like that different modules have additional fees. **What problems is Canopy solving and how is that benefiting you?** Client management.... tracking of tasks for bothour office and clients. The automatic reminders to clients are very helfpful. Auto billing and payment processing saves multiple hours a month, plus increases cash flow. **Official Response from Patrick Nelson:** > We're thrilled to hear that Canopy has been able to save you time and improve your cash flow with its task tracking, automatic invoicing, and payment processing features. We understand your concern about additional fees for different modules and we are constantly working to improve our pricing structure to better meet the needs of our users. ### 8. couldn't live without it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Canopy?** time saving software, I don't have to scan client documents anymore, everything in one place forever and billing all in one place as well. **What do you dislike about Canopy?** they don't offer tax prep software, other than that love it. **What problems is Canopy solving and how is that benefiting you?** billing, document storage, client scans docs too so saves tons of time on my end. **Official Response from Patrick Nelson:** > We're thrilled to hear that Canopy has been a time-saving solution for you, especially with document storage and billing. We appreciate your feedback about the tax prep software and will definitely take that into consideration for future improvements. ### 9. The best tax software you can choose for your accounting firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew H. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2023 **What do you like best about Canopy?** Constant updates and improvements. Ease of use. **What do you dislike about Canopy?** Not much. Anytime we run into issues, the Canopy staff has been very helpful in getting it worked out for us. **What problems is Canopy solving and how is that benefiting you?** Systems and processes within our fulfillment team. **Official Response from Patrick Nelson:** > We're thrilled to hear that you find Canopy's constant updates and improvements beneficial for your accounting firm. We're committed to providing a user-friendly experience for our customers. ### 10. Easy set up, easy use **Rating:** 5.0/5.0 stars **Reviewed by:** Alyssa P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Canopy?** Our clients give us great feedback on the portal, and the office work flow feels more organized. **What do you dislike about Canopy?** It is sometimes difficult to use with our server. It seems to have issues. **What problems is Canopy solving and how is that benefiting you?** Organization has been at an all time high with our project managment and workflows. **Official Response from Patrick Nelson:** > We're glad to hear that Canopy has been helpful in organizing your office workflow and receiving positive feedback from your clients. We apologize for any difficulties you've experienced with the server and would like to assist in resolving those issues. ### 11. Canopy is an execellent example of great Tax Resoltuion software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Canopy?** Form population - self help walk throughs for Innocent spopuse penalty abatement etc... I really feel like your CS is second to none I have tried several different softwares and seen countless demos your CS is far beyond the software I tried and your feature exceed the ones I demo'd **What do you dislike about Canopy?** Still waitin on a chronological integrated calendar and a methodogy for inputting actions, T/C and emails on one record per client - without these feature I have to use a CRM in addition to Canopy **What problems is Canopy solving and how is that benefiting you?** We are aTax Resolution Firm so all aspects of the collection process ### 12. Easy to use, and quick help when needed. **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler S. | Executive Assistiant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2023 **What do you like best about Canopy?** I like that Canopy is incredibly user-friendly; it makes the job day to day so much easier than other platforms. The time the Canopy team has taken to ensure a great platform truly shows. **What do you dislike about Canopy?** If there is a glitch in the software, it seems to be a bit of a process to get any of these things taken care of. They sometimes go unnoticed but are vital when they are found. **What problems is Canopy solving and how is that benefiting you?** Canopy helps keep our business on track and all our affairs in order daily. Without Canopy, we'd lose money and clients regularly. It increases performance and awareness across the board. **Official Response from Patrick Nelson:** > Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Send us your input about the glitches to our engineers by using the link below! We don't want anything to go unnoticed. ### 13. We love Canopy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** Easy to use, syncs to desktop, clients love it, helps portray my small business in a professional manner, love the client organizers for tax prep **What do you dislike about Canopy?** I wish that the desktop software would sync Excel files in a manner that does not create a copy of the file. **What problems is Canopy solving and how is that benefiting you?** Simplifies the document submission process for clients and organizes their files in one place. It helps me not have to dig through emails looking for their files and keeps me from having to upload files into their file folder. ### 14. Very easy and useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Canopy?** Saving documents and being able to locate them easily **What do you dislike about Canopy?** Lack of calculator on toolbar to do calculations on a document **What problems is Canopy solving and how is that benefiting you?** Ease of document storage ### 15. Always improving **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** I love that it makes my onboarding process seamless, and our firm has one place where our clients go. **What do you dislike about Canopy?** Support and workflow. I wished I could replace Asana with Canopy workflow. I also wished I can send out mass engagement letters and proposals. **What problems is Canopy solving and how is that benefiting you?** It is my CRM (but need more) and document management software. The best part is the organizer, I don;t have to go back and forth with clients to get information. ### 16. Excellent product and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Ross H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Canopy?** Customer service. Ease of use and one-stop shop. **What do you dislike about Canopy?** A bit pricey and upcharges for adding more contacts **What problems is Canopy solving and how is that benefiting you?** document uploading and signing forms and accepting payments all in one program ### 17. great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Canopy?** I love the security it provides, ease of use for me and my clients, and great way to keep tract of billing as well. When covid hit, it was the saving grace! **What do you dislike about Canopy?** That there isn't a tax software product to prepare the tax returns. **What problems is Canopy solving and how is that benefiting you?** billing and less need for phone calls with clients. The organizer is great and takes away a lot of emails when the client follows the prompts. ### 18. Canopy has some really nice features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Canopy?** I really like the document mark up feature in Canopy. It allows me to enter my comments or calculations and my team can see them but the client can not. Saves me from having to print out the document, write out my comments and then re-upload them in order to share. **What do you dislike about Canopy?** Report printing is a little clunky. I find it difficult to obtain the infomation I need without first downloading the report into Excel. **What problems is Canopy solving and how is that benefiting you?** We can use tasks to move processes along. There are the markup tools which allow us to share thoughts right on the item in real time. More than one of us can be in a client at a time reviewing documents. ### 19. Effective and simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** The simplicity of finding our clients, uploading their docs, sending them invites, and viewing/organizing what they send in **What do you dislike about Canopy?** I don't like that I can't find an invite link to send to the client myself so their invite comes directly from me and can be tracked in my inbox. **What problems is Canopy solving and how is that benefiting you?** It allows us to have a simple interface that we share with clients for getting everything that they need into one simple page with folders. ### 20. Canopy is great **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Canopy?** I like how the tasks keep you on task. I also like how a client request helps you keep track of the items still needed and the actual job status. **What do you dislike about Canopy?** Not all the tasks and client requests have a time stamp on when it was created. I want to see when a client request or task has been created. **What problems is Canopy solving and how is that benefiting you?** Internal communication, communication with the client, the portal, and task-oriented is helping to make our business more productive overall. ### 21. Solid Software. Onboarding process could use some work. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Canopy?** The client request feature and auto reminders is nice so you don;t have to reach out to clients multiple times. **What do you dislike about Canopy?** I always feel like I am paying for unused licenses. It is very difficult to understand how many users are needed for each feature. **What problems is Canopy solving and how is that benefiting you?** Clients communication is streamlined and the documents storage system both make a better client experience. **Official Response from Patrick Nelson:** > Thank you for your feedback! We're glad to hear that you are enjoying the client request feature and auto reminders. We understand your concerns about the onboarding process and the difficulty in understanding the number of users needed for each feature. We are constantly working to improve our onboarding process and provide clearer information on user licenses. Your input is valuable and will help us make necessary improvements. ### 22. Wonderful access to our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Canopy?** How secure it is for both our office and to our clients. I like the time tracking as well. **What do you dislike about Canopy?** Nothing at this point. It all appears to work just as it is represented. **What problems is Canopy solving and how is that benefiting you?** The ability to keep multiple years of records, by month and by year. Then to access their Tax Records and Tax Returns as well. **Official Response from Patrick Nelson:** > We're glad to hear that you find Canopy secure and beneficial for your office and clients. The time tracking feature is also a great tool for many of our users. If you ever have any questions or need assistance, feel free to reach out to our support team. ### 23. The client portal works well with clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Canopy?** The ease of use. It seems like most customers have no problem uploading to their portal. **What do you dislike about Canopy?** There seems to be confusion internally with my account. The main dissatisfaction Canopy does not integrate with my tax software. **What problems is Canopy solving and how is that benefiting you?** Canopy solves the issue for my clients to be able to upload their files from anywhere and they do not have to come to my office which makes us more virtual office. ### 24. Canopy has changed our office **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** Our client information is all in one place. Notes, WIP, contact information and emails in one location makes the staff and office very efficient. **What do you dislike about Canopy?** I am still learning, so I am not yet ready to answer this question. **What problems is Canopy solving and how is that benefiting you?** All staff can see the correspondence with clients, so they are not asking one another what the status is for file. ### 25. Great Customer Service! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Canopy?** Every time I call Canopy, someone answers me quickly, is knowledge, and is pleasant to talk to! **What do you dislike about Canopy?** Canopy is a newer platform, so there are some glitches that need to be smoothed over. **What problems is Canopy solving and how is that benefiting you?** Canopy is continually making their platform more user friendly, as well as adding useful features. They seem to respond well to feedback. **Official Response from Patrick Nelson:** > Thank you for your positive feedback! We strive to provide excellent customer service and are glad to hear that you have had a great experience with us. ### 26. It great. Works well. Customer service is phenomenal. I just want an integrated chat through Canopy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Canopy?** Customizable templates, seamless integration with my file explorer, & customer engagement with the portal. **What do you dislike about Canopy?** No integrated coworker chatting app. Like how google chat is connected to your email screen. I wish Canoy had a similar feature. **What problems is Canopy solving and how is that benefiting you?** We used multiple programs that had their own log in information to do what Canopy offers as a complete service/product. ### 27. Helpful for a number of a CPA firms needs **Rating:** 3.5/5.0 stars **Reviewed by:** Henrietta "Hank" W. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Canopy?** The most helpful aspect of Canopy is the ease in which clients are able to use the client portal and use the associated app. Even the clients that are technology challenged find the app easy to use. If they are happy using the portal, that makes my life much easier. **What do you dislike about Canopy?** I really don't much like the task side of Canopy. For my use, it's far too cumbersome. I'm not able to view the tasks by client at a glance (although I hear with the next update that's changing), and not in a way that's helpful for my needs. It's clunky. The billing needs some improvement in two aspects: 1) it takes five days to receive payment after a client payment has been processed. That's an inordinately long period of time, 2) it does not allow for client access to documents to be held up until such time as payment is made. Since the procedure DOES take so long for a firm to receive payment after processing, this second point is pretty well moot, since an alternative method of payment processing is more advantageous, it would make them more competitive if they were able to pay faster AND lock document access until payment was received. **What problems is Canopy solving and how is that benefiting you?** Canopy helps me with the exchange of documents with clients in an easy manner. My clients are all over the country, so that's critical. I'm hoping the next update will help me solve my workflow issues a little better with the task feature. I know that it can help me track what's in and not in better than I'm doing manually.! While I use the transcripts, I know I don't use the engagement and resolution to their fullest potential, and I'd like to change that. The document signing that complies with IRS requirements is also important and a must-have. ### 28. Great secure program **Rating:** 5.0/5.0 stars **Reviewed by:** Paul N. | Investment Advisor Representative, Registered Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Canopy?** I started using this program right before Covid hit and was so happy it allowed me to work remotely in a very secure manner. **What do you dislike about Canopy?** Some of my clients seemed to have problems logging on and using the program. The vast majority had no issues and were comfortable using the program. **What problems is Canopy solving and how is that benefiting you?** Remote, secure transfer of information. ### 29. My overall experience with Canopy has been great. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** Canopy is very user-friendly. I like the continual strive towards improving the program. All of the updates have been beneficial thus far. The customer service by far has been superior. The reps are always helpful and patient. **What do you dislike about Canopy?** One item that could use improvement is the creation of task list. When I create a task list I cannot add a client that I may have forgotten I have to create an entirely new task list. I would love if this feature could be added. **What problems is Canopy solving and how is that benefiting you?** Canopy allows us to manage jobs and know where they are at in the office. ### 30. Canopy is a valuable resource for tax practitioners **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2020 **What do you like best about Canopy?** Canopy is a valuable tool, especially now when documents transfers needs extra security. Most document discovery and collection is done virtually now in COVID world, so I'm elated to have Canopy as a portal to allow my clients to easily upload their documents. Most clients have welcomed the shift to using Canopy as it is user friendly. **What do you dislike about Canopy?** The only downside is that Canopy is a document portal and a tax preparation practice management tool but not a tax preparing option integrated into one. **What problems is Canopy solving and how is that benefiting you?** Mainly it's helping with document management. Also Canopy client set up allows me to make sure all the required information for my clients is one place in one secure place for both me and my clients to access whenever needed as long as I have a browser available, meaning I can access this information even when away from the office. During COVID lockdowns and when heightened security is required for document transfer getting clients documents and providing them with their tax returns in a secure portal, has been a key element to my practice for my clients. ### 31. IT WAS VERY EASY TO USE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** HAVING ALL MY CLIENTS IN ONE PLACE IS ABLE TO SECURE THEIR PERSONAL DOCUMENTS. **What do you dislike about Canopy?** I REALLY CAN SAY I DISLIKE ANYTHING FROM CANOPY IS A PROGRAM THAT IS VERY EASY TO HANDLE AND SECURE. WE LOVE IT **What problems is Canopy solving and how is that benefiting you?** HAVING ALL MY CLIENTS IN ONE PLACE WITH ALL DOCUMENTS SECURE. ### 32. Life changing **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Canopy?** It's a proper CRM - we can manage tasks, documents, & build workflows around each client. It's Hubspot on steroids for tax **What do you dislike about Canopy?** I wish there were different ways of visualizing tasks. Our team lives on KANBAN for other matters and the list/tabular format can be a bit taxing (pun very much intended) **What problems is Canopy solving and how is that benefiting you?** Managment of our tax practie ### 33. Canopy Review **Rating:** 5.0/5.0 stars **Reviewed by:** Alex P. | President, Founder, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Canopy?** Ability to keep track of client activity and data that allows us to do our job efficient by identifying the client needs on our screen and taylor letter accordingly. **What do you dislike about Canopy?** Better calendar that integrates with personal and would love an appointment system **What problems is Canopy solving and how is that benefiting you?** None, it handles all needed. ### 34. Amazing Well-Rounded Software for Every Facet of the Accounting World! **Rating:** 5.0/5.0 stars **Reviewed by:** Cassandra H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** Canopy's features are amazing, but the best thing about them is their response to consumer feedback, willingness to adapt their software, and support staff. The consumer feedback portal is great to suggest features, and you are notified of any comments and activity on the ideas you support. The few times we have had issues, we can message the IT support staff and get responses quickly without having to wait on hold. If you move to a different window to continue working while you wait, an email will be sent to notify you of a response. The system is straightforward and an amazing all-in-one software. Time, productivity, realization, and revenue is all tracked on their system. We can view our emails, our workflows, customize our views, view client information, send/sign documents, manage client documents, and instant message our clients. Before this we had 6 different spreadsheets for workflow alone, our timecards were kept on spreadsheets, and our billing process would take at least 30 hours a month to compile everything, create the invoices, and get them reviewed. Our clients constantly complained about receiving invoices a month or two after the work was done, so collection efforts were a pain. Now, even with billing based on employee time, we can send an invoice with every deliverable, set recurring payments for our clients on retainer and fixed prices, and our clients that are on payment plans can see their total balance without having to email us! This is even better than single-sign-on services because everything is in one place and transparent across all departments. **What do you dislike about Canopy?** One thing that is quite annoying is the amount of time it takes for payments received through Canopy to hit your bank account, but they are researching how to make those deposits come faster, and the price they charge in fees will save us thousands of dollars a year for ACH payments, so again, I think the trade-off is worth it. If your firm doesn't have the cash stores to be able to wait 7-10 days for your money to hit your account, I would recommend using another processor until your cash flow is steady enough for those savings. Most of the things I wasn't fond of have been changed thanks to their responsive adaptation, and the rest have been acknowledged by the development team to be researched for implementation. Also, Canopy's price is a little high, especially where you pay per user on each license, (up to 5 licenses are needed per user) but so far it has been worth it. I fear suggesting that they lower their price because if the higher price is what we have to pay for the responsive development team and support staff, it is a trade-off I am okay with. Plus, having each of their "product lines" on a separate license saves you money overall. If you have staff that does not work on IRS resolution or don't need access to the WIP report, you don't have to purchase a license for them. If things were billed in one group, you would be paying for additional services you don't need. We currently only have Admins that have access to the WIP/Productivity reports because they are the ones that create the invoices and review staff efficiencies. These things aren't enough of an issue for me to justify giving them a rating of less than 10 because they have been worthwhile trade-offs for our firm but are things prospective consumers should be aware of. **What problems is Canopy solving and how is that benefiting you?** The first major problem Canopy solved that it "created" was its billing features. When we started using them at the beginning of May 2022, the only way we could bill was by service item or by having our employees have only one billing rate. The way we bill is by employee and service they are providing since we provide everything from tax credits, standard bookkeeping, tax prep, and tax strategy/implementation which all command different prices. When we suggested having a way to have different billing rates per service item, we were told it would release around September 2022. This feature was released two months earlier than we expected at the end of July 2022. As for our problems Canopy is solved, all of our client information is now in one place, our workflows are more efficient and we can see where everyone is in the process of things which reduces the time it takes to find answers for clients, our communication with our clients has improved 10-fold thanks to the client request and bulk email features, and we no longer have to pay for a separate document e-sign service that had terrible customer service, was overpriced, and resulted in many of the documents we sent being sent to our client's spam folders. Being a newer office manager, I had felt I had imposter syndrome for the first little while, by reading Canopy's blog posts and other material they provide, I have grown as a manager and feel comfortable in my role. My coworkers have made comments in their partner review about how I have improved the firm, and it is mostly due to Canopy. No matter what stage of "life" your firm is in, Canopy is something you should seriously consider. ### 35. Canopy review 04292023 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2023 **What do you like best about Canopy?** The ability to have the clients information at an eye view from anywhere. **What do you dislike about Canopy?** That if you want to view some information about a client, you have to view all the client's information (the Edit Client part) **What problems is Canopy solving and how is that benefiting you?** The ability to create tasks and keep track of the stage of each task. ### 36. My Review **Rating:** 5.0/5.0 stars **Reviewed by:** Roger R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Canopy?** I like the organization and structure of the platform. It is also easy to navigate and train my team on how it works. Many of my clients appreciate the extra security when dealing with their sensitive information. **What do you dislike about Canopy?** I dislike the additional cost for add-one. I prefer the payment method they previously had. I am not sure what the changes are for next year but we are still a fairly small company so paying thousands for the software is unaccepatable. **Recommendations to others considering Canopy:** This helps you stay organized but you have to be sure to learn and use all their abilities. **What problems is Canopy solving and how is that benefiting you?** Client management and my client needed a secure client portal. This makes everyone feel things are more secure. It also helps me keep myself and my team members on track with their task managemtn systems. ### 37. Loving Canopy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Canopy?** Having all of my tools for managing my clients in one central place has definitely improved my business communication. I can email, add documents, and organize our workday simply. It has been a timesaver. **What do you dislike about Canopy?** I think at times the portals aren't connected and we cannot send emails. **What problems is Canopy solving and how is that benefiting you?** Canopy is assisting me with communicating with my clients and staff. This is a time saver for all of us. ### 38. CanopyTax - easy to use, innovative, and great customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Kimber H. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Canopy?** Canopy is always innovating and building upon their current framework. The upcoming features in beta testing and those previewed during their First Look Webinars are very exciting from an Operations perspective (especially that automation!). Canopy's support team is the fastest I've had - for any application - on communication and resolving any issues we may run into. The fact that Canopy is always listening to customer input and building on that means you're not just buying a program that will age out, but will grow with your firm. The fact that it's very easy to train new employees on is a big plus. **What do you dislike about Canopy?** There is a bit of lack of complex reporting, but nothing a CSV export and a bit of Excel wizardry won't fix. I may run into a problem here and there with something acting up, or a report I am unable to generate, but Canopy is always quick to act and solve whatever problem possible. **What problems is Canopy solving and how is that benefiting you?** Canopy is majorly useful when it comes to monitoring Project Workflow. They have preset status conditions and you are able to add your own (our firm has taken major advantage of this). They offer many different notification options so you know when a task is ready to go, their Task dashboard is easy to understand at a glance. ### 39. Good software, however developments are slow for the price of the software. Needs cheaper user price **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2023 **What do you like best about Canopy?** Good interface. And good automations. App is useful. **What do you dislike about Canopy?** No way to custom design the interface. No Kanban. Pricing is too high in my opinion for the speed of development. Too many screens that I feel could be made into one. **What problems is Canopy solving and how is that benefiting you?** Client portal necessity. ### 40. Potential is there but issues prevent effective use of the program. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2023 **What do you like best about Canopy?** Client portal. The potential of the program. **What do you dislike about Canopy?** The inability for virtual to work with remote desktops. **What problems is Canopy solving and how is that benefiting you?** Client portal. Elements of task management. Engagement letters. Comprehensive program to manage multiple practice management needs. ### 41. Canopy - Top Tier Accounting Software **Rating:** 4.5/5.0 stars **Reviewed by:** Nick C. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** Canopy's ability to navigate files, organize contacts, and create tasks makes everything seamless for users. Canopy is very user-friendly and can be utilized by anyone with business-oriented needs. **What do you dislike about Canopy?** One aspect of Canopy that is inconvenient is the retrieval of archived files. It simply just takes some time to look into the archives and restore the files users need because it takes time to load and is not as organized. **What problems is Canopy solving and how is that benefiting you?** As an accounting and tax firm, Canopy enhances our staff's communication with the way we're able to customize the organization of all our files. Staff can work remotely and access all the files we need at their convenience. I've used a handful of different software and formats in the accounting field, and Canopy is the optimal choice. ### 42. Have streamlined with Canopy **Rating:** 4.5/5.0 stars **Reviewed by:** Lou M. | President of Accounting firm., Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Canopy?** I like the Time and Billing, and Task Management modules. **What do you dislike about Canopy?** I dislike the Inability to print reports. Should have darker print which will be easier to read. **What problems is Canopy solving and how is that benefiting you?** Client Deadlines ### 43. GREAT PORTAL AND TASK MANAGEMENT **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** USER FRIENDLY, GREAT PORTAL. THE TASKS ARE EASY TO POPULATE AND MANAGE. **What do you dislike about Canopy?** I WISH IT WERE EASIER AT TIMES FOR BULK CHANGES, AND ALSO I WISH THE TAX ORGANIZER WAS CUSTOMIZABLE TO FIT OUR FIRMS CLIENT BASE BETTER. **What problems is Canopy solving and how is that benefiting you?** ORGANIZATION - OUR CLIENT LIST IS EASIER THAN EVER TO MANAGE, AND WITH A FEW CLICKS, CHANGES CAN BE MADE. RECEIVING DOCUMENTS SECURELY IS ALSO IMPORTANT AS EASIER THAN THE ALTERNATIVE METHODS WE'VE USED. ### 44. Overall a Good Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Michael D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Canopy?** Having CRM/Time/Workflow/Files all in one app and space. **What do you dislike about Canopy?** Merchant Service needs to be improved. Consistency across platform functions. **What problems is Canopy solving and how is that benefiting you?** Having workflow and communication to staff all in one place. ### 45. Streamlined, simple and easy for user and clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** Customer service is top-notch; it's as simple as starting a chat with customer service whenever I have an issue. I think this is important. Secondly, it is very user friendly. Easy to train staff. Lastly, very simple for clients to use as well. **What do you dislike about Canopy?** There were a couple of instances during the busy season when there was untimely maintenance. Features and pricing changed. **What problems is Canopy solving and how is that benefiting you?** Document storage, client management, tracking work progress. ### 46. Amazing tool for client and coworker file sharing **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Canopy?** -Canopy allows you to organize each client's files with folders -You can use e-signature forms -The platform is easy to learn I have not used any other client portal websites **What do you dislike about Canopy?** I can't think of anything that I don't like **What problems is Canopy solving and how is that benefiting you?** Canopy allows us to retrieve and send documents to and from our clients in a fast, easy, and efficient way ### 47. It is one of the best CRM, workflow management, tax management, file storing, etc programs out there **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Canopy?** Editing documents and automatically saving them **What do you dislike about Canopy?** Not easily selecing mutiple files at once to edit **What problems is Canopy solving and how is that benefiting you?** Client to CPA firm interaction ### 48. Canopy has a hard to learn interface, and file sharing is hard to use for me and my cleints **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Canopy?** Task completion is the best part of Canopy. **What do you dislike about Canopy?** File sharing is hard to use and for me and the clients that we have. **What problems is Canopy solving and how is that benefiting you?** Keeping my staff on task **Official Response from Patrick Nelson:** > Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Send us your input about the file sharing issue, here. We'll do our best to address the issue and reach out! ### 49. Efficient organization with Fewer applications **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Canopy?** All my client's contact info, files, tasks, timers, and notes are in one place instead of four different applications like I used to have to use! I love being able to view it all at once, and easily switch between clients. There are many ways to customize your experience in Canopy by adding custom fields and creating templates for just about anything. But my favorite thing about Canopy is how transparent they are with their customers about updates to their product. They release new features at least quarterly and have a lively Suggest a Feature forum where developers engage with clients on how to improve further. **What do you dislike about Canopy?** Canopy comes at a hefty price tag for a small business, though comparable to similar software on the market. There are certainly design elements that would help make my workday more efficient (please let me type in due dates instead of having to click on a calendar!). At one point, the Canopy team was planning on incorporating further integration with tax preparation software, so there are some functionalities that don't tie in as well with the rest. Notably, the Tax Prep Organizers are not customizable, are far too detailed to send to returning clients, and the information doesn't flow from them to fill any of the client contact info. This is a function that my office never uses, but would love to use if it worked for us. **What problems is Canopy solving and how is that benefiting you?** The biggest change Canopy made for our business was eliminating having so many different programs open at once. I also like that it's online, so we can log in from anywhere, though I do fear having all my client's files only exist on their drive, not locally, and having something happen to the company, leaving me with no way to recover my clients' information. I believe that this problem was solved with the recent introduction of the Digital Drive, though I don't think I fully understand how that works. ### 50. Saved Us Countless Hours **Rating:** 4.5/5.0 stars **Reviewed by:** Rusty F. | President, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2022 ## Canopy Discussions - [Tax data manipulation](https://www.g2.com/discussions/tax-data-manipulation) - 2 comments, 1 upvote - [What is the best way to transition to Canopy's time/billing option?](https://www.g2.com/discussions/34101-what-is-the-best-way-to-transition-to-canopy-s-time-billing-option) - 1 comment, 1 upvote - [View Canopy pricing details and edition comparison](https://www.g2.com/products/canopy-2026-05-12/reviews?page=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-29+16%3A44%3A26+-0500&secure%5Bsession_id%5D=79cd7102-1296-4663-b179-053b176703b8&secure%5Btoken%5D=2d1e5bff0a853c0ecff304b6631725eeac2fd491c689484196f67a4137d35f77&format=llm_user) ## Canopy Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - [Filed](https://www.g2.com/products/filed/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [IRS Software](https://www.g2.com/products/irs-software/reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Odrive](https://www.g2.com/products/odrive/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) - [RingCentral Events](https://www.g2.com/products/ringcentral-events/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Shared Contacts for Gmail](https://www.g2.com/products/shared-contacts-for-gmail/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) ## Canopy Features **Platform Additional Functionality** - Cloud - Messaging - Payment - Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control **Platform Data** - Dashboard **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Natural Language Interaction **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations ## Top Canopy Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (877 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (241 reviews)