--- description: Discover the benefits and disadvantages of Canopy. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Canopy Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/31359/tax-practice-management/software) > [Canopy](/software/150647/canopy-tax) # Canopy Canonical: https://www.capterra.co.uk/software/150647/canopy-tax Page: 1 / 13\ Next: [Next page](https://www.capterra.co.uk/software/150647/canopy-tax?page=2) > Accounting practice management software that assists with document, client, tax, payment, billing and proposal management processes. > > Verdict: Rated **4.5/5** by 285 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Canopy? Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 285 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Canopy - **Location**: Lehi, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$22.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Time \& Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts \& Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, billed annually We provide contact-based pricing tailored specifically for your firm. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Access Controls/Permissions - Accounting - Accounts Receivable - Approval Workflow - Archiving & Retention - Bank Reconciliation - Billing & Invoicing - CRM - Client Management - Client Portal - Collaboration Tools - Compliance Tracking - Contact Database - Customisable Invoices - Customisable Templates - Document Capture - Document Classification - Document Management - Document Storage - Due Date Tracking - Electronic Signature - Expense Tracking - File Conversion - File Sharing - Financial Management - Financial Reporting - For Tax Practices - Full Text Search - Invoice Processing - Meeting Management - Milestone Tracking - Mobile Payments - Payment Processing - Payroll Management - Project Management - Project Planning/Scheduling - Quotes/Estimates - Remote Support Software - Reporting/Analytics - Reporting/Project Tracking - Resource Management - Search/Filter - Status Tracking - Task Management - Tax Calculation - Tax Management - Time & Expense Tracking - Time Tracking - Version Control - Workflow Management ... and 12 more features ## Integrations (23 total) - Adyen - Calendly - Drake Tax - FreshBooks - Gmail - Google Calendar - Google Contacts - Google Forms - Google Sheets - Intuit ProConnect Tax - Lacerte Tax - Mailchimp - Microsoft 365 - Microsoft Excel - Microsoft Outlook ... and 8 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Tax Practice Management Software](https://www.capterra.co.uk/directory/31359/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.capterra.co.uk/directory/31359/tax-practice-management/software) - [Actuarial Software](https://www.capterra.co.uk/directory/31360/accounting-practice-management/software) - [Project Management Software](https://www.capterra.co.uk/directory/30002/project-management/software) - [Billing and Invoicing Software](https://www.capterra.co.uk/directory/30015/billing-and-invoicing/software) - [Document Management Software](https://www.capterra.co.uk/directory/30063/document-management/software) ## Alternatives 1. [QuickBooks Online](https://www.capterra.co.uk/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 2. [Xero](https://www.capterra.co.uk/software/169561/xero) — 4.4/5 (3273 reviews) 3. [NetSuite](https://www.capterra.co.uk/software/135757/netsuite) — 4.2/5 (2003 reviews) 4. [QuickBooks Enterprise](https://www.capterra.co.uk/software/46497/quickbooks-enterprise) — 4.5/5 (20614 reviews) 5. [QuickBooks Desktop](https://www.capterra.co.uk/software/173879/quickbooks-desktop-pro) — 4.4/5 (2551 reviews) ## Reviews ### "3 months in" — 4.0/5 > **Christina** | *22 December 2025* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: The assistance we received from the onset was excellent. Staff was attentive and got us the answers we needed. > > **Cons**: Reporting has a lot to be desired. There need to be more canned/stock reports. The insights function with answers/liveboards are to complicated. Time needs to be more in line with a typical timesheet, totals for days without having to run filters. > > I think they listen and try to incorporate changes that the accounting firms need. Software was not really built for public accounting. ----- ### "Just OK...needs improvement" — 3.0/5 > **David** | *22 December 2025* | Accounting | Recommendation rating: 4.0/10 > > **Pros**: Portal, task visibility, modern look and feel, task automation, folder structure, clean look and feel, > > **Cons**: Flexibility, Best/Leading practices, Invoicing/Billing, assigning tasks, training, Executive Dashboard, calendar functionality, Hierarchy between Engagement and Task and sub tasks, > > Ok. Customer support and consulting have been just ok. I have asked multiple times for a strategic quarterback to help design and build a system that lines up with our business model. ----- ### "Canopy - Still have a lot to learn...." — 4.0/5 > **Alicia** | *18 December 2025* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Everything in one place--CRM, email capability, secure client portal; understand that we will have the capability to also text our clients. Need to find out more about this capability. > > **Cons**: ensuring I am leveraging all of it's capabilities to my benefit. Have to figure a lot out on my own. Tried to get assistance requesting a phone call, however no one called me. Will try to sort things out via tutorials. > > Overall CANOPY is good. Still have to learn more about automations and the Ai integration. Want to ensure that everything this tax season is set it and forget it for the most part. ----- ### "All-in-One CPA Firm Solution" — 5.0/5 > **Max** | *22 December 2025* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: Canopy is an all-in-one solution for our client information, files, portal, and time \& billing. File and task sharing with our clients in real time is amazing. > > **Cons**: There are some features that have been requested and noted by Canopy but have yet to make their product update roadmap. > > Overall, Canopy's platform has reduced the time spent on day-to-day admin tasks drastically. It has made our client's file and communication experience with us easy and painless. And it looks to be built for future advancements. We've been very satisfied after 1+ years of fully using the platform. ----- ### "It really is that good" — 5.0/5 > **Melissa** | *16 December 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: We LOVE that Canopy brings all the information and documentation needed to one place. This save a great deal of time. Managing work flow has never been easier with Canopy's intuitive tools. > > **Cons**: Honestly, they continue to make improvements based on user feedback. Our dislikes keep getting fixed\! I would really like to have a working calendar tie into the mix. So we could see and or reschedule client appointments without having to use a stand alone calendar. > > Don't know how we survived without it\! We are very happy with the product and delighted to have such dedicated support. ----- Page: 1 / 13\ Next: [Next page](https://www.capterra.co.uk/software/150647/canopy-tax?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/150647/canopy-tax) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data