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Canopy Pricing, Features, Reviews and Alternatives

Canopy product overview

Price starts from

40

/user

Per month

What is Canopy?

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 robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.

Key benefits of using Canopy

Canopy is ideally suited for mid-size accounting firms in need of a comprehensive practice management solution to organize their team, their workload, and their clients from one platform.


Keep Your Team Organized.

Productivity: See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.

Workflow: Streamline your workflow by utilizing templates for letters, client requests, and ongoing projects. Utilize the task dashboard to track your team’s daily workload. Use workflow to enable every person in your firm to clearly understand what they’re working on at any given time.

Document Management: Establish a central hub of documentation for your firm with organized, custom folder structures. Drag and drop, print, or scan files directly to client folders—all without ever worrying about storage limits.

CRM: Manage all of your contacts’ information from one place, and display the information that matters most to your firm with custom fields and filters.

Communication: Track communication between you, your team, and your clients in one place. Plus, send bulk emails with just a click.


Create a Connected Client Experience.

Client Portal: Stay in sync with your 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 so you and your clients can securely share files back and forth. Plus, you’re in control of which documents clients and staff have access to—adding or removing permissions at any time.

E-signature: Collect electronic signatures, authenticated with Knowledge-based authentication, from your clients without trying to match schedules.

Payments: Automate recurring payments, conveniently save client payment information, and enjoy a simple, flat processing rate. Also includes a dashboard overview and the ability to export to your books.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
24/7 (Live rep)
Phone Support
Email/Help Desk
Chat

Training options

Live Online
Videos
Webinars
Documentation
In Person

Canopy pricing information

Value for money

4.2

/5

159

Starting from

40

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Canopy features

Functionality

4.3

/5

159

Total features

123

9 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
API
Third Party Integrations
Reporting/Analytics
Data Import/Export
Compliance Management
Alerts/Notifications

Canopy users reviews

Overall Rating

4.5

/5

159

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.85/10
Rating distribution

5

4

3

2

1

105

43

4

3

4

Pros
We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.
I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.
Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.
Cons
After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.
Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.
Customer Service is Terribly - This Company is too new to meet deadlines.
Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 4 years ago

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,

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Thomson Reuters File cab vs Tax Canopy

Reviewed a month ago

Within two weeks of starting my 30 day free trial, I had it set up (so I could evaluate the details and functionality) and decided to switch from Thomson Reuters File Cab. Another local CPA had also finished his vetting process so Tax Canopy already came highly recommended.

Pros

Free support - chat in or ph call. Templates for global folder creation. Once this is figured out, you can populate new client files with all the needed folders in less than 30 seconds. Using "Tags" to identify clients to send email blasts inside Canopy - brilliant! Unlimited file storage. Thomson Reuters charges me which is odd in this day and age with super affordable data storage. Annotations to files (i.e. PDFs) without paying for an ADobe license. Client portals. I've used other portal software, including the Thompson Reuters VO portal, but Canopy has this down to simple science. The Desktop Assistant allows you to edit live Word and Excel files.

Cons

File migration from File Cab. I wrote a how-to process sheet for my firm so this is doable just time-consuming. Don't let that deter you as it is part of the pain to switch from one software to another. We also are ditching Thomson Reuters Practice CS (i.e. their time and billing software) for the one inside Canopy. The invoicing and reporting are much weaker in Canopy compared to Practice CS so this is a problem but wasn't a deal-breaker. Canopy has assured me that better reports are forthcoming and I trust Canopy.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 3 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Change for the Better!

Reviewed 2 months ago

My experience with Canopy is amazing I will never leave and i will invite all my friends and family

Pros

The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.

Cons

I wish I could use more charts in the software but besides that it is amazing

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Good software with strong features and lots of promise at a pricey point.

Reviewed 9 months ago

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Pros

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Cons

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Canopy FAQs and common questions

Q. What type of pricing plans does Canopy offer?

Canopy has the following pricing plans:
Starting from: $40.00/month
Pricing model: Free, Subscription
Free Trial: Available


Q. Who are the typical users of Canopy?

Canopy has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


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 other apps does Canopy integrate with?

Canopy integrates with the following applications:
Google Forms, Microsoft Outlook, Zapier, Gmail, FreshBooks, Slack, Typeform, Quickbooks Online, Mailchimp, Xero, Google Sheets, Microsoft Excel


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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