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Canopy Pricing, Features, Reviews and Alternatives

Canopy product overview

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

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

Training options

Live Online
Videos
Webinars
Documentation

Canopy pricing information

Value for money

4.2

/5

104

Starting from

$

89

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Canopy features

Functionality

4.3

/5

104
Total Features107 9 categories

Most valued features by users

Activity Dashboard
API
Reporting/Analytics
Data Import/Export
Third Party Integrations
Billing & Invoicing
Alerts/Notifications
Invoice Management

Canopy users reviews

Overall rating

4.5

/5

104

Positive reviews

92%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.98/10
Rating distribution

5

4

3

2

1

70

26

3

1

4

Pros
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.

JV

Jennifer V.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.

JV

Jennifer V.

Help with Tax Resolution!!!! I love being able to send client request. Completing forms within the system is very helpful.

SR

Sheila R.

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.

AR

Anonymous Reviewer

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.

MW

Mona W.

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

Dustin J.

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

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"The future is now!"

Reviewed 2 months ago

Saves us time with client and task tracking. No more chasing spreadsheets and lists.

Pros

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features.

Cons

I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Canopy is the Admin on our team!

Reviewed 2 months ago

we have been with Canopy for several years and starting out they did not have the features they do now. They are very responsive with feature requests and we really like the improvements they have made. Canopy is constantly improving the user environment and making a better product.

Pros

Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth.

Cons

Unfortunately Canopy does not sync with QuickBooks desktop.

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 2 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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Great for Tax Resolution practices!

Reviewed 2 months ago

Overall Canopy has made our office more streamlined and efficient. It has allowed us to work remotely which has been so important during this past year.

Pros

Canopy is very user friendly with many great features. It has allowed our firm to go paperless. Given the fact that the IRS is paper driven, that says a lot! Customer support is excellent for everything from asking for help to utilize functions or suggesting changes!! The Canopy app is excellent as well which allows us to access our client files no matter where we are.

Cons

The cons are minor but I wish I had the option to dress up my "Notes" with highlighting and using different color text to break up the notes.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Canopy Software

Reviewed 2 months ago
Pros

We loved the Emails, Task management & calendar are all in one software.

Cons

Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.

Canopy FAQs and common questions

Canopy has the following pricing plans:
Starting from: $89.00/month
Pricing model: Free, Subscription
Free Trial: Available


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


Canopy supports the following languages:
English


Canopy supports the following devices:
Android, iPhone, iPad


Yes, Canopy has an API available for use.


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


Canopy offers the following support options:
24/7 (Live rep), Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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