Canopy

Canopy

by Canopy

Who Uses Canopy?

Accounting Professionals, Tax Professionals, Tax Attorneys, Enrolled Agents.

What Is Canopy?

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices. Use Canopy totally free with up to 20 contacts. Start your free account today.

Canopy Details

Canopy

https://www.canopytax.com/

Founded 2013

Canopy Pricing Overview

Canopy has a free version and offers a free trial. Canopy paid version starts at US$99.00/month.

Starting Price

US$99.00/month

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Support

24/7 (Live Rep)

Online

Canopy Features

Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing Portal
Contact Database
Contingency Billing
Customisable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customisable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Collaboration
Electronic Signature
Employee Activity Monitoring
Live Chat
Meeting Management
Remote Access
Remote Support
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Canopy Reviews for UK Users

Showing 5 of 92 reviews

Overall
4.5/5
Ease of Use
4.4/5
Customer Service
4.5/5
Features
4.3/5
Value for Money
4.1/5
Danny N.
Owner
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 27/04/2018

"Canopy takes the headaches out of client management by offering a way to keep client info organized."

Comments: Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Pros: That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Cons: The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

  • Reviewer Source 
  • Reviewed on 27/04/2018
Elisabeth G.
CEO
Accounting, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 30/05/2018

"I have had an outstanding experience with Canopy!"

Comments: Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Pros: Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!

Cons: Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.

  • Reviewer Source 
  • Reviewed on 30/05/2018
Dustin J.
District Manager
Consumer Goods, 501-1,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    1/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 02/01/2020

"Customer Service is Terribly - This Company is too new to meet deadlines"

Comments: Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Pros: The software is cloud based and therefore easy to access.

Cons: The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

  • Reviewer Source 
  • Reviewed on 02/01/2020
Jennifer M.
Office Manager
Accounting, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    3/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 24/03/2020

"Canopy Program Is it worth the money"

Comments: Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

Pros: Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

Cons: I felt it was unnecessary for the program to create files for spouses just because you put them in the profile for the original client. I didn't like that you couldn't change the profile up to fit different types of clients. Also the cost kept going up each year.

  • Reviewer Source 
  • Reviewed on 24/03/2020
Julie L.
Accountant Representing
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 10/04/2018

"As a tax professional with various types of clients I love it all in one place"

Comments: Having a secure portal and most of my client tax information in one place.

Pros: The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

Cons: That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

  • Reviewer Source 
  • Reviewed on 10/04/2018