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Canopy

4.5
(221)

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Practice management software for accounting firms

(26)

Canopy Pricing, Features, Reviews and Alternatives

Canopy FAQs

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

These products have better value for money


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, Adyen, 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

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

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Canopy pricing information

Value for money

4.2

/5

221

Starting from

40

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Canopy features

Functionality

4.3

/5

221

Total features

131

10 categories

Most valued features by users

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

Canopy users reviews

Overall Rating

4.5

/5

221

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.82/10
Rating distribution

5

4

3

2

1

146

60

5

4

6

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.

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