Canopy Pricing, Features, Reviews & Comparison of Alternatives

Canopy

Tax resolution & practice management

4.52/5 (92 reviews)

Canopy overview

What is Canopy?

Canopy is an all-in-one tax resolution and practice management platform that helps accountants, tax professionals and tax attorneys manage their practice, collaborate with their team and clients, and streamline tax engagements. The solution helps users stay organized with tasks, create customized workflows, and handle client billing and invoicing.

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.

Pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Canopy screenshot: Tax resolution analytics help users view and compare potential outcomesCanopy Overview - IRS Representation made simpleCanopy screenshot: The survey only offers questions that are relevant to the specific client and caseCanopy screenshot: Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloudCanopy screenshot: Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and moreCanopy screenshot: Custom service workflows allow users to create personalized steps for each serviceCanopy screenshot: Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and moreCanopy screenshot: Engagement summaries display progress charts, relevant deadlines, and survey status Canopy screenshot: Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and moreCanopy screenshot: Set up online payments through Canopy, or send instructions for paying another way

Canopy reviews

Value for money
Features
Ease of use
Customer support
  4.1
  4.3
  4.4
  4.5
Danny Nordstrom

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

Used daily for 1-2 years
Reviewed 2018-04-27
Review Source: Capterra

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,

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Elisabeth Gay

I have had an outstanding experience with Canopy!

Used daily for 6-12 months
Reviewed 2018-05-30
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Dustin Johnson

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

Used weekly for less than 6 months
Reviewed 2020-01-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Julie Long

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

Used daily for 1-2 years
Reviewed 2018-04-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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John Bove EA

Great product extraordinary customer support!

Used daily for 1-2 years
Reviewed 2018-05-30
Review Source: Capterra

In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.

Pros
Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement

Cons
no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Canopy pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
View Pricing Plans

Practice Management: $50 per month per user (or $420 paid annually)

Tax Resolution: $150 per month per user (or $1380 paid annually) *includes Practice Management

Billing & Invoicing: (optional add-on) +$15 per month per user (or +$180 paid annually)

Canopy features

Activity Dashboard
Automatic Notifications
Billing & Invoicing
Invoice Management
Invoice Processing
Workflow Management

API (280 other apps)
Accounting Integration (164 other apps)
Accounting Management (183 other apps)
Audit Trail (140 other apps)
Compliance Management (191 other apps)
Customizable Reporting (172 other apps)
Data Import/Export (183 other apps)
Electronic Payments (173 other apps)
Expense Tracking (164 other apps)
Financial Analysis (132 other apps)
Multi-Currency (166 other apps)
Real Time Data (147 other apps)
Reporting & Statistics (262 other apps)
Third Party Integration (213 other apps)

Videos and tutorials

Additional information for Canopy

Key features of Canopy

  • Tax management
  • Practice management
  • Tax resolution
  • Billing & invoicing
  • Tax resolution analytics
  • IRS form auto-population
  • Client management
  • Transcript delivery & reporting
  • Custom service workflows
  • Track engagements
  • Client portals
  • Notifications
  • IRS standards
  • Eligibility
  • Auto-populated IRS forms
  • Cloud storage
  • Various file types
  • Add collaborators / collaboration
  • Assign tasks
  • Share responsibilities
  • Instant transcript delivery
  • Reports and documents
  • CSED calculations
  • Year and section filters
  • Versioning
  • Custom templates
  • Automatic to-do lists
  • Task workflow creation
  • Engagement tracking
  • Progress tracking
  • Custom service workflows
  • Penalty abatement
  • Recommendations and resources
  • Forms
  • Progress charts
  • Deadlines
  • Surveys & survey status
  • Timelines
  • Activity dashboard
  • Online payments
View All Features

Benefits

Canopy helps save time on redundancies with online client surveys, auto-populated IRS forms, smart tax analytics, and a dynamic client portal.

Timelines help users and teams keep track of what every user has done for each case and when, eliminating confusion and increasing transparency within the practice.

Canopy users are able to skip through reports quickly using year and section filters, as well as save each version with the date for quick reference.

The solution allows users to create custom service workflows that can be applied to clients, and have all relevant tasks added automatically.

Users can create professional invoices and deliver them to their clients' email inbox, receive payments online, as well as follow up on any overdue payments.