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Canopy
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Practice management software for accounting firms
Table of Contents
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Canopy - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: January 2026
Canopy overview
Based on 285 verified user reviews
What is Canopy?
Canopy is a document management tool with key features that include document storage, task management, file sharing, client portal, and more.
Who uses Canopy?
By industry, Canopy reviewers are most commonly professionals in accounting (75%). The most frequent use case for Canopy cited by reviewers is document management (55% of reviewers).
What do users say about Canopy pricing?
Some reviewers find value in Canopy’s all-in-one platform, saying it saves them time and reduces extra software costs. However, some users report expensive pricing, forced module purchases, and frequent price increases that limit perceived value.
What are the most popular integrations for Canopy?
The Canopy integration most frequently cited by reviewers is QuickBooks Online, an accounting product rated 4.4 out of 5 for its integration with Canopy.
Starting price
per month
Pros & Cons
Client Management
Billing and Payment
Document Management
Organization
Canopy’s user interface
Canopy pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.2
Features
4.3
Ease of use
4.5
Customer support
4.5
Reviews sentiment
What do users say about Canopy?
Canopy is a document management tool with key features that include document storage, task management, file sharing, client portal, and more.
Select to learn more
Who uses Canopy?
Based on 285 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Canopy's key features
GetApp's analysis of 60 verified user reviews collected between November 2021 and December 2024 identifies Canopy's most critical features and summarizes user sentiment about those features.
Reviewers appreciate Canopy's document storage capabilities for its unlimited storage, ease of use, and strong security. They report that it allows quick access to IRS-related documents and facilitates document markup and annotations without needing additional software. Users find it convenient to organize files by client and access them on the go through the app. They also highlight the seamless integration with the CRM and the ability to edit live documents using the Desktop Assistant. Of the 21 Canopy users who gave detailed accounts of their use of Document Storage, 100% rated this feature as important or highly important.
Shelley L.
Enrolled Agent
Renee P.
Firm Owner
Users find Canopy's file sharing capabilities valuable for securely sharing documents with clients and team members. They indicate that the client portal is easy to set up and use, even for non-tech-savvy individuals. Reviewers mention the ability to share IRS transcripts and other sensitive information securely, with clients able to access their files independently. They appreciate the convenience and security of sharing files with banks and other stakeholders through Canopy. Of the 17 Canopy users who gave detailed accounts of their use of File Sharing, 94% rated this feature as important or highly important.
See related user reviews
Scott K.
Owner/CPA
Stephen S.
CEO
Reviewers highlight Canopy's client portal for its secure and encrypted communication and document exchange. They report that it simplifies document submission and retrieval for clients, making tax time easier. Users appreciate the straightforward setup and ease of use, noting positive feedback from clients. They find it convenient for clients to access information and communicate in one place. Some reviewers mention that client comfort with technology can impact usage, but overall, clients find the portal easy to navigate. Of the 19 Canopy users who gave detailed accounts of their use of Client Portal, 89% rated this feature as important or highly important.
See related user reviews
Brian M.
CPA
Gretchen M.
Staff accountant
All Canopy features
Features rating:
Canopy awards
Canopy alternatives
Canopy
Starting from
22
/user
Per month
QuickBooks Online
Starting from
No pricing info
QuickBooks Enterprise
Starting from
No pricing info
Xero
Starting from
No pricing info
Canopy pricing
Pricing plans
Pricing details:
User opinions about Canopy price and value
Value for money rating:
Of 21 reviews that provide robust commentary on Canopy's price and value, mention it in a positive light.
Some reviewers find value in Canopy’s all-in-one platform, noting it saves them time and reduces the need for multiple software purchases. Users appreciate being able to try the system extensively before committing and mention that time savings can justify the higher cost. However, some users report that Canopy’s pricing is expensive, especially for small businesses, and feel forced to pay for features they don’t use due to module-based pricing. Reviewers indicate concerns about frequent price increases and the high cost of add-ons, saying the value received sometimes does not match the expense.
, and
Canopy integrations (24)
Integrations rated by users
We looked at 285 user reviews to identify which products are mentioned as Canopy integrations and how users feel about them.
Integration rating: 4.7 (10)
“We used Gmail with our client communications and those feeds were sent to the client location under communications in Canopy. The integration worked great. ”
“If I’m working on a clients file I can quickly send them an email from within Canopy without having to fire a new tab or launch my email client. ”
Chuck M.
CPA/Owner
Integration rating: 4.0 (10)
“I create all my invoicing in QBO and once the clients are zapped into Canopy and I convert them into a Client then they get zapped into QBO where I can generate an invoice for services rendered. ”
“It allows us to track all of our clients and billing in one place and offers a time capture system that allows us to bill for the time spent”
Juventino G.
Owner
Integration rating: 4.5 (8)
“Makes it simple to keep up with client communication when primary account owner is unavailable. DISLIKE the layout & email thread, though. Super hard to really understand where you're coming in on a prior email when opening in Canopy.”
“Canopy syncs email and allows us to see real time ocmmunications between staff and clients which increases accountability and communication while reducing internal time spent researching emails etc.”
Hillary C.
Enrolled Agent
Integration rating: 4.5 (4)
“There are only a few fields that can be used to set up the Zaps. Wish we could do more here.”
Melissa L.
Owner
Integration rating: 2.0 (1)
“Diary management when clients can pick time slots that are available and work for them”
Robert D.
Director
Integration rating: 5.0 (1)
“Excel was used to create and upload our client database as well as multiple files etc.”
Amanda C.
Tecnical Services Administrator
Integration rating: 5.0 (1)
Integration rating: 3.0 (1)
Integration rating: 4.0 (1)
Canopy customer support
What do users say about Canopy customer support?
Customer support rating:
We analyzed 33 verified user reviews to identify positive and negative aspects of Canopy customer support.
The majority of users highlight Canopy's responsive and helpful support team, available via chat and phone.
A significant portion of users appreciate the prompt answers, professional assistance, and proactive follow-up from support staff.
Certain users report slow response times, difficulty reaching support, and insufficient help with onboarding or workflow integration.
Support options
Training options
To see what individual users say about Canopy's customer support, check out the review snippets below.
“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.”
Julie L.
Accountant Representing
“I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff.”
Amanda F.
Administrative Assistant
“Customer service response time can be slow at times”
Tino T.
Accountant
Canopy FAQs
Canopy has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What is Canopy used for?
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal, and tools to help automate any post-filing issues including IRS notices. Canopy’s client management features allow users to securely upload and store documents of virtually any file type, as well as track clients, tasks, surveys and notes in a centralized location. An easy-to-digest roadmap helps keep track of cases and engagements by displaying progress charts, survey statuses and relevant deadlines. Tax resolution analytics help determine the best course of action by manipulating numbers to test and compare potential outcomes. Canopy notifies users of relevant information that could affect their client’s case, such as if an amount claimed exceeds IRS standards. IRS form surveys intuitively offer only the questions that are relevant to the client and case, including smart auto-population features. Canopy quickly retrieves transcripts from the IRS, and breaks them down into easy-to-understand reports and documents such as account overview, wage and income, CSED calculations, and more. Users are able to send their clients an invite to their own portal, where they can log in to fill out surveys, see progress, upload and exchange files, pay invoices, and more.
Q. What are the benefits of using Canopy?
• Canopy is ideally suited for midsize accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform.
• Productivity: See team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.
• Workflow: Streamline workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track team’s daily workload. Use workflow to enable every person in the firm to understand what they’re working on at any given time.
• Document management: Establish a central hub of documentation for the firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders.
• CRM: Manage all of contacts’ information from one place and display the information that matters most to the firm with custom fields and filters.
• Communication: Track communication between team members and clients in one place. Plus, send bulk emails.
• Client portal: Stay in sync with clients, through a custom-branded portal where they’ll have access to everything relevant to their case, including invoices, requests, files, payments, eSign. The client portal is available on both Android and iOS mobile devices.
• Secure file exchange: All files are encrypted with bank-level security, enabling users to securely share files back and forth. Plus, users are in control of which documents clients and staff have access to or adding or removing permissions at any time.
• eSignature: Collect electronic signatures, authenticated with knowledge-based authentication from clients.
• Payments: Automate recurring payments, conveniently save client payment information. Also includes a dashboard overview and the ability to export to books.
Q. What languages does Canopy support?
Canopy supports the following languages:
English
Q. Does Canopy support mobile devices?
Canopy supports the following devices:
Android, iPad, iPhone
Q. Does Canopy offer an API?
Yes, Canopy has an API available for use.
Q. What level of support does Canopy offer?
Canopy offers the following support options:
FAQs/Forum, Knowledge Base, 24/7 (Live rep), Phone Support, Email/Help Desk, Chat
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