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Practice management software for accounting firms
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
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
Platforms supported
Support options
Training options
Canopy pricing information
Value for money
4.2
/5
221
Starting from
40
/user
Per month
Pricing options
Value for money contenders
Canopy features
Functionality
4.3
/5
221
Total features
133
10 categories
Most valued features by users
Functionality contenders
Canopy users reviews
Overall Rating
4.5
/5
221
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.82/10
146
60
5
4
6
Dustin J.
Overall rating contenders
Joshua G.
Owner
Accounting, self-employed
Review source
Transcript
Joshua G.: I'm Joshua. I'm the owner of an accounting firm and I give Canopy four out of five stars....
Nishon W.
Accounting, 1-10 employees
Used daily for 2+ years
Review source
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I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms.
I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability.
I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods
Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.
Vexilla K.
Accounting, 1-10 employees
Used daily for less than 6 months
Review source
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Overall I am very pleased with Canopy and their customer service.
I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.
I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature.
Thank you for your feedback, Vexilla! We appreciate you using Canopy. We also just want to note that we do have a customer request forum! If you'd like to request an update or a new feature, or track a timeline for an upcoming feature request. Just sign in here https://feedback.getcanopy.com/
Josie K.
Accounting, 1-10 employees
Used daily for 2+ years
Review source
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Canopy seems to have lost its way in regards to its purpose. Their response to issues is slow, at best. We have been using the software for almost 4 years and have made the painful decision to change due to a lack of support and increased pricing.
We liked the ability to access the software/information from anywhere.
The software does not allow you to export a sorted contact list. A very simple option that has been neglected.
Andrea L.
Accounting, 1-10 employees
Used weekly for less than 6 months
Review source
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Customer support is great. The client management module is great. I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration features, like no internal chat.
I love the Client Management module and the client-facing mobile app. It is very simple for our clients to use and to send us documents securely. We have had great success with client-adoption. I also like the automated client reminders.
OMG, it takes SO MANY clicks to accomplish anything. Pretty much everything you can do inside canopy could be streamlined by reducing at least one click. Working across multiple tasks, across multiple clients, that's a lot of clicks. Also, the firm-facing mobile app UI could be greatly improved and have better functionality.
Amanda F.
Accounting, 1-10 employees
Used daily for less than 6 months
Review source
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It is so helpful in maintaining adequate project management and clear workflow for all staff.
Customer support. 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.
Transferring clients over created several duplicates and ultimately some lost information in the transition.
Canopy FAQs
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?
Q. What other apps does Canopy integrate with?
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