Canopy Pricing, Features, Reviews & Comparison of Alternatives

Canopy

Tax resolution & practice management

4.54/5 (87 reviews)

Canopy overview

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
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
  4.2
  4.3
  4.4
  4.6
Mark Bliss

Outstanding software that keeps getting better and better!

Used daily for 6-12 months
Reviewed 2018-03-09
Review Source: Capterra

It's an excellent client database and portal.Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software.

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Antonietta Casale

We all love the program! It has kept us better organized! It's so easy to use!

Used daily for 6-12 months
Reviewed 2018-04-04
Review Source: Capterra

Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients. It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features.

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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.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!

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McKinley Jones

I have had a good experience using Canopy. The website functionality has been very good.

Used daily for 1-2 years
Reviewed 2018-04-05
Review Source: Capterra

I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature.

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John Jones

Canopy has simplified the resolution process saving me time.

Used daily for 1-2 years
Reviewed 2018-05-24
Review Source: Capterra

This product is necessary for me on a daily basis. I benefit from many of it's features.The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client.

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Canopy pricing

Starting from
$99/month
Pricing options
Free trial
Subscription
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
Receiving

API (181 other apps)
Accounting Integration (125 other apps)
Accounting Management (122 other apps)
Automatic Reminders (87 other apps)
Compliance Management (87 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Financial Analysis (85 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

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.