Canopy Reviews

Canopy

Tax resolution & practice management

4.55/5 (89 reviews)

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.

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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

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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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

Marcy Block

Had the software for a few years it manages our whole practice.

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

practice managment

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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

Lauren Johnson

Great Product! Such a Time Saver!

Used daily for 6-12 months
Reviewed 2019-08-07
Review Source: Capterra

Love it! I would recommend it to anyone who regularly deals with IRS transcripts! Has saved us so much time!

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Canopy

Tax resolution & practice management

Ellen Lanham

I really have loved bringing the practice to Canopy.

Used daily for 6-12 months
Reviewed 2018-03-02
Review Source: Capterra

Client portal, shared communications, all client info in one easy to use place.

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Canopy

Tax resolution & practice management

Anonymous

Robust office management tool that is consistently rolling out new features and improving product.

Used daily for 2+ years
Reviewed 2018-02-08
Review Source: Capterra

I am able to view my team and company status on a variety of indices easily. As new features roll out I have been able to reduce my reliance on other software solutions.

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Canopy

Tax resolution & practice management

melanie castillo

Powerful tax tool

Used daily for 6-12 months
Reviewed 2018-05-11
Review Source: Capterra

It is such a robust program. It combines a number of other software programs into one and then some. I love being able to see where I left off on a particular client request. It keeps me organized and provides great documetation. I am also going to be using the transcript service once I figure it out. And I suspect that I will be purchasing the audit resolution package soon too. Many benefits to using this software.

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Canopy

Tax resolution & practice management

Anonymous

Canopy is to be loved.

Used daily for 2+ years
Reviewed 2018-04-03
Review Source: Capterra

Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.

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Canopy

Tax resolution & practice management

Jonathan Rivlin

This software is my main hub for working and is allowing us to finally move to a paperless office.

Used daily for 6-12 months
Reviewed 2018-06-03
Review Source: Capterra

We're able to have easy access to all our clients, vendors, internal files, employees, etc - all in one easy to use format that is secure. We may never be 100% paperless due to regulatory requirements, but with Canopy, we can get as close to it as possible.

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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

Anthony Bass

Great software, and the company is very good about ongoing development!

Used weekly for 1-2 years
Reviewed 2018-03-20
Review Source: Capterra

Time savings, efficiency and clarity of reports. Completeness of the reports, and a very professional presentation of the information. For example, when we present the results of a transcript pull, our clients feel we've done something very personal for them, and this helps our "word of mouth" advertising. I really like being able to do everything in one place. There are no separate programs to use, it's basically an all-in-one solution.

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Canopy

Tax resolution & practice management

Phillipa Williams

WFS - Canopy

Used daily for 6-12 months
Reviewed 2019-02-26
Review Source: Capterra

I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go. I find that it has saved me some time.

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Canopy

Tax resolution & practice management

Jason Neves

This website has optimized our client communication faster than any other avenue.

Used daily for 2+ years
Reviewed 2018-04-03
Review Source: Capterra

We appreciate the ability to communicate with our clientele virtual through a multitude of platforms on Canopy, all precisely engineered to accommodate our desires.

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Canopy

Tax resolution & practice management

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.

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Canopy

Tax resolution & practice management

victor aldin

Canopy is user friendly, robust, and agile. I love it.

Used daily for 1-2 years
Reviewed 2018-04-06
Review Source: Capterra

The CRM component lets you take notes, update client work papers. The software also make it easy for clients to upload documents and files. Pulling clients transcripts is also a plus. This cuts out a lot of phone time waiting for the IRS to respond. Overall, it is a very good product.

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Canopy

Tax resolution & practice management

George Dines

Software really helped to simplify the tax season for me.

Used daily for 6-12 months
Reviewed 2018-04-30
Review Source: Capterra

Establishment of client database, transfer of files/documents through the portal and the integrated Stripe support for collecting credit card payments.

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Canopy

Tax resolution & practice management

Chris Thorn

Makes dealing with the IRS much easier!

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

Organization in tax resolution

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Canopy

Tax resolution & practice management

Mark Ja

Canva has most definitely allowed me to streamline my tax business!

Used daily for 1-2 years
Reviewed 2018-04-09
Review Source: Capterra

Streamline and mobility

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Canopy

Tax resolution & practice management

Jeremy Johnson

Canopy has been a great resource for my accounting firm.

Used daily for 1-2 years
Reviewed 2018-03-20
Review Source: Capterra

I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

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Canopy

Tax resolution & practice management

Anonymous

Great idea but new features are diluting the original purpose.

Reviewed 2018-03-07
Review Source: Capterra

Love the idea of it, but as the features expand, it is becoming a general accounting/tax practice software vs the initial intent of tax resolution only. I think the new features are great for full service firms, but for those who specialize only in tax resolution, the new extra features are not as necessary.

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Canopy

Tax resolution & practice management

David HARTSOCK

I really like the software's ease of use; and my staff loves it!

Used daily for 1-2 years
Reviewed 2018-05-11
Review Source: Capterra

The fact that even some of my least tech saavy clients can use this software. Also, the transcript feature is worth its weight in gold! I almost never have to use the very frustrating and non-user friendly IRS site, which is a real time saver for my staff and I.

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Canopy

Tax resolution & practice management

Veronica Marelli EA, CTRS

Excellent

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

Like how I can do everything in one software - all the forms, poas, etc in one engagement. Love the software.

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Canopy

Tax resolution & practice management

Bernadette Schopfer

Canopy is extremely functional having secure portal, workflow & tax controversy resolution abilities

Used daily for 1-2 years
Reviewed 2018-04-30
Review Source: Capterra

The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.

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Canopy

Tax resolution & practice management

Jennifer Vinci

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

Used daily for 1-2 years
Reviewed 2018-06-11
Review Source: Capterra

Canopy helped us streamline our process and allows our entire team to be in the know.

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Canopy

Tax resolution & practice management

Anonymous

Great tool for managing client tasks

Used daily for 1-2 years
Reviewed 2018-05-03
Review Source: Capterra

I like being able to assign tasks and monitor them. I like how easy it is to use for our clients. They have very little trouble navigating the site.

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Canopy

Tax resolution & practice management

ARNEZ HARDNICK

Time saver

Used daily for 1-2 years
Reviewed 2018-03-03
Review Source: Capterra

I use this product to communicate with clients, organize files, manage time. Great for client to go to their portal and access files without having to communicate with my company

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Canopy

Tax resolution & practice management

Heather P.

Streamlined tax resolution software makes collections a breeze!

Used daily for 6-12 months
Reviewed 2018-03-04
Review Source: Capterra

It makes tax resolution faster, easier, more accurate, and more efficient.

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Canopy

Tax resolution & practice management

Karen Austin

When I have issues with functionality, the customer support team are quick to address.

Used daily for 1-2 years
Reviewed 2018-05-15
Review Source: Capterra

Allows staff to access needed information regarding clients at any location.

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Canopy

Tax resolution & practice management

Sheila Randall

I love Canopy but I wish there were some other functionalites .

Used daily for 1-2 years
Reviewed 2018-03-22
Review Source: Capterra

Saves time. Clients love it.

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Canopy

Tax resolution & practice management

Roxanne Greene

Excellent and Secure

Used daily for 1-2 years
Reviewed 2018-11-20
Review Source: Capterra

I had problems exchanging large documents securely. This solves those problems. I don't feel I'm using this program to it's full functionality, but I'm not sure how to integrate it into our work flow.

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Canopy

Tax resolution & practice management

Therese Francis

Easy to use

Used daily for 6-12 months
Reviewed 2018-03-01
Review Source: Capterra

Transcripts in one place and easy to print (the versions from IRS are not); contact info all together with easy clicks between companies and stakeholders

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Canopy

Tax resolution & practice management

Gaurav Bajaj

Time Saver! My clients love it because they can safely share their documents with me.

Used daily for 1-2 years
Reviewed 2018-07-28
Review Source: Capterra

I can practice nationwide because I can share documents and info safely! My clients love that they can log in and have access to all their documents.

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Canopy

Tax resolution & practice management

Edward Bender

I love that we can have all of our representation clients in one place.

Used daily for 1-2 years
Reviewed 2018-04-09
Review Source: Capterra

Organizing clients and keeping their data in one place, getting transcripts. Having a spouse as a new client yet could be within one client.

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Canopy

Tax resolution & practice management

Carola Rafferty

I love working with canopy, it gives me the peace of mind that my clients information is kept secure

Used daily for 6-12 months
Reviewed 2018-04-26
Review Source: Capterra

Convenience for both my clients and my practice. Saves time! We serve clients living far away and I would like to make sure they have an easy and especially secure way to upload their information to us.

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Canopy

Tax resolution & practice management

Stephanie Anderson

Canopy has saved me hours upon hours in time. Efficiency !

Used daily for 1-2 years
Reviewed 2018-06-29
Review Source: Capterra

I like to ease of use, new features come quickly/consistently, always customer support, the free education credits and (my favorite) analytics tool.

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Canopy

Tax resolution & practice management

Tom Regan

This helps my clients and me stay organized and communicate more effectively.

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

It speeds up the exchange of information with my clients and makes it easy to review the information with my clients and update the information as needed. It also keeps things well organized.

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Canopy

Tax resolution & practice management

Anonymous

Easy, productive, useful

Used daily for 6-12 months
Reviewed 2018-06-07
Review Source: Capterra

An easy place to track my clients and prospects and archive our emails instead of having a million saved emails. Project tracking is also super helpful.

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Canopy

Tax resolution & practice management

Justin Sadler

Canopy has become the centerpiece of our office workflow.

Used daily for 6-12 months
Reviewed 2018-04-07
Review Source: Capterra

The tax representation features have drastically reduced our time required to analyze and respond to IRS issues on behalf of our clients.

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Canopy

Tax resolution & practice management

Jennifer Shechter

Great experience.

Used daily for 6-12 months
Reviewed 2018-05-01
Review Source: Capterra

Pro: 1- Task for tracking returns 2- Mass emails to email clients or client by their tag 3- Tags for clients so I can group them

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Canopy

Tax resolution & practice management

Marla Dodds

It's a great piece of software that is continually striving to be better!

Used daily for 6-12 months
Reviewed 2018-05-11
Review Source: Capterra

Organization of contacts, data, and sharing of information with clients securely.

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Canopy

Tax resolution & practice management

Radhika Pathy

Files were in order and easy both for my clients and myself.

Used daily for 6-12 months
Reviewed 2018-04-27
Review Source: Capterra

Saves time in mailing the documents and Security and storage are very helpful.

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Canopy

Tax resolution & practice management

Louise Hartford

The people at Canopy and their products have been phenomenal to work with.

Used daily for 6-12 months
Reviewed 2018-05-29
Review Source: Capterra

better client management and organization less time looking for client correspondence better "to do" lists easier form filling fantastic customer support a new job

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Canopy

Tax resolution & practice management

Anonymous

Canopy is flexible and user friendly. Great for practice management and CRM for other areas.

Used weekly for 1-2 years
Reviewed 2018-03-26
Review Source: Capterra

Better organization and tracking of information in the same area. This is a great time saver especially when dealing with sensitive data and updating efficiently as things need to change.

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Canopy

Tax resolution & practice management

Terry Hendrixson

very helpful in pulling information for client support

Used weekly for 1-2 years
Reviewed 2018-03-24
Review Source: Capterra

The ability to extract and retain information related to client tax information for multiple years in one concise manner.

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Canopy

Tax resolution & practice management

Sharron Siamson

Great for allowing your client access

Used daily for 6-12 months
Reviewed 2018-04-03
Review Source: Capterra

The fact that my clients can access their tax returns and other tax forms as often as they like without me having to email to them over and over again.

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Canopy

Tax resolution & practice management

JAMES FAUGHTENBERRY

INCREDIBLE, AMAZING

Used daily for 6-12 months
Reviewed 2018-05-25
Review Source: Capterra

HELPED ME STREAMLINE PROCESSES AND ENHANCE COMMUNICATION WITH CLIENTS. I AM NO ABLE TO ONBOARD NEW CLIENTS IN UNDER AN HOUR AND SET UP NEW LEGAL ENTITIES IN LESS THAN A WEEK.

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Canopy

Tax resolution & practice management

Mona Wade

The screen is very hard to read at times and I cannot see where to type in responses.

Used weekly for 6-12 months
Reviewed 2018-05-14
Review Source: Capterra

Quick transmittal retrieval and forms filled out quickly.

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Canopy

Tax resolution & practice management

Brian Hill

Canopy has enabled us to centralize our client management and greatly improve communication

Used daily for less than 6 months
Reviewed 2018-05-29
Review Source: Capterra

We have greatly improved our communications and efficiency. If someone is not available, another staff member can go through the client file and answer questions.

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Canopy

Tax resolution & practice management

Tony Proctor

Great help for Tax Resolution

Used daily for 6-12 months
Reviewed 2019-06-18
Review Source: Capterra

Ability to pull entire reports from IRS for clients. Client surveys are easily able to put into documents to send out

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Canopy

Tax resolution & practice management

Anonymous

Great program for helping clients with their tax issues.

Used daily for 6-12 months
Reviewed 2018-05-17
Review Source: Capterra

The program has improved over time to get the information of clients tax issues as quickly and accurately as possible.

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Canopy

Tax resolution & practice management

Tiffany Booth

So far so good.

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

Canopy has helped our office become much more organized. We are absolutely loving the portal for our clients too.

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Canopy

Tax resolution & practice management

Connie Schafhauser

Canopy, communication made easy!

Used occasionally for 6-12 months
Reviewed 2019-04-12
Review Source: Capterra

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files. I am able to receive notices from my tax agent in real time and when out tax return was ready we were able to review our return without having to make an appointment with our agent.

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Canopy

Tax resolution & practice management

Anonymous

EASY TO USE, BUT LACKS SOME FEATURES LISTED BELOW

Used occasionally for 1-2 years
Reviewed 2018-01-11
Review Source: Capterra

MODERN DESIGN, EASY-TO-USE, CLOUD-BASED SOFTWARE, BRANDING, TEMPLATE LETTERS FOR GENERIC IRS RESPONSE LETTERS, GREAT WEBSITE AND LAYOUT

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Canopy

Tax resolution & practice management

Julie Franklin

This is a great product!

Used weekly for 6-12 months
Reviewed 2018-06-12
Review Source: Capterra

I like the ease of pulling transcripts and the penalty abatement letters templates. The OIC is a very good tool as well. It allows me to input and change items with great ease.

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Canopy

Tax resolution & practice management

Yvette Allen

I love the program.

Used weekly for 1-2 years
Reviewed 2018-03-23
Review Source: Capterra

The ease of filling the forms and the process of each engagement.

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Canopy

Tax resolution & practice management

Adam Cary

This is a great help with OICs

Used weekly for 1-2 years
Reviewed 2018-04-09
Review Source: Capterra

Like how the software does everything needed to file OICs; like that the surveys get sent easily to clients and get notified that the survey is done

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Canopy

Tax resolution & practice management

Collin Clark

Easy to use software that really does save time.

Used weekly for 1-2 years
Reviewed 2018-06-26
Review Source: Capterra

Ease of use. Everything just works. It is simple and intuitive. The navigation leads you to where you need to go to get each task completed.

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Canopy

Tax resolution & practice management

Anonymous

Canopy is an incredibly useful tool; a must-have for any tax professional.

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

I am using the free service to obtain IRS Transcripts and run reports, and as everything is web-based there is nothing to install.

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Canopy

Tax resolution & practice management

Nehemiah Jefferson, Esq.

The Canopy Software has streamlined and organized my practice. A time saver. Time is money!

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

The software is simple, user friendly, and cloud-based. It combines both practice and process management.

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Canopy

Tax resolution & practice management

Terry Fallis

good stuff

Used weekly for 1-2 years
Reviewed 2018-05-25
Review Source: Capterra

Its user friendly. Processing forms is very easy. We use the notes sections for communication time lines

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Canopy

Tax resolution & practice management

Chandra Donald

My experience using Canopy was superior!

Used weekly for 6-12 months
Reviewed 2018-06-29
Review Source: Capterra

On stop shop database and communication source that serves all of my clients. I love being able to provide a private and secure ePortal to my clients!

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Canopy

Tax resolution & practice management

Colleen Middleton

Software is very easy to use.

Used daily for less than 6 months
Reviewed 2018-05-14
Review Source: Capterra

The ability to have all information in one place.

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Canopy

Tax resolution & practice management

Paul Allen

Good, but expecting more

Used daily for less than 6 months
Reviewed 2018-07-24
Review Source: Capterra

Client Portal should support working with non-local clients.

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Canopy

Tax resolution & practice management

Anonymous

Canopy transcripts is awesome!

Used weekly for 6-12 months
Reviewed 2018-08-15
Review Source: Capterra

It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.

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Canopy

Tax resolution & practice management

Anonymous

Ease Of Access

Used weekly for 6-12 months
Reviewed 2018-09-25
Review Source: Capterra

Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants

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Canopy

Tax resolution & practice management

Kenneth Forman

a bit difficult putting it together

Used weekly for 6-12 months
Reviewed 2019-02-15
Review Source: Capterra

A centralized place for tax resolution

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Canopy

Tax resolution & practice management

Anonymous

Sold a False Bill of Goods

Used daily for less than 6 months
Reviewed 2018-10-04
Review Source: Capterra

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.

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Canopy

Tax resolution & practice management

Sharon Cummings

New Customer

Used daily for less than 6 months
Reviewed 2017-02-07
Review Source: Capterra

I am exceptionally pleased with my use of Canopy software. It has made completing, reviewing, and updating offer in compromises for the IRS easier. I also love the look of the reports produced by the tranacript delivery system.

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Canopy

Tax resolution & practice management

CHRISTINA MACNEIL

Canopy Review

Used daily for less than 6 months
Reviewed 2019-02-22
Review Source: Capterra

Time tracking, client management, & notice and letter templates

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Canopy

Tax resolution & practice management

Deepti Pendharkar

Great software for your tax needs!

Used weekly for 6-12 months
Reviewed 2019-01-08
Review Source: Capterra

Great! I love it so far

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Canopy

Tax resolution & practice management

Moira Burnham

Canopy Review

Used weekly for less than 6 months
Reviewed 2019-04-15
Review Source: Capterra

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required. Canopy makes organizing tax information with each client easy and all of it is in one place. Canopy promises quite a bit of new features as they update the software.

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Canopy

Tax resolution & practice management

Jeffrey A Cattani

Outstanding

Used weekly for free trial
Reviewed 2019-02-15
Review Source: Capterra

Such a great company with outstanding services and products! They also offer great education webinars of their company's product.

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Canopy

Tax resolution & practice management

Victoria Daines

price is great for transcripts

Used monthly for 1-2 years
Reviewed 2018-08-01
Review Source: Capterra

very good reports make things very easy to read and to interpret. this software saves a lot of work

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Canopy

Tax resolution & practice management

Christina Fiebeck

Gone with the hour long phone calls to the IRS

Used weekly for less than 6 months
Reviewed 2017-11-07
Review Source: Capterra

Ease of retrieval of transcripts from the IRS.

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Canopy

Tax resolution & practice management

EMERY SHEER

Product not yet ready for production.

Used occasionally for less than 6 months
Reviewed 2018-12-29
Review Source: Capterra

I was told I could cancel within 30 days and get back my initial deposit. I sent a written cancellation in 20 days and told I would get a phone call. No one to speak to in customer service and I just received a charge for next months service. I think its a real product but smells like a scam. I just want to cancel and get refunded.

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Canopy

Tax resolution & practice management

Lauren Johnson

Time Saver

Used weekly for free trial
Reviewed 2018-11-28
Review Source: Capterra

The transcript delivery service is so impressive and saves untold hours of work.

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Canopy

Tax resolution & practice management

Emethia Washington

My experience has been great, able to get answers to questions quickly.

Used weekly for less than 6 months
Reviewed 2018-05-10
Review Source: Capterra

It's easy to use, and support is available when I needed them. It's a new services that I feels will help grow my business.

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Canopy

Tax resolution & practice management

Rebecca Neilson

Love this new software app!

Used weekly for less than 6 months
Reviewed 2017-12-13
Review Source: Capterra

Saving time, money and peace of mind! It does take some time to get everything integrated. But the savings in time and money is well worth it.

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Canopy

Tax resolution & practice management

Michael Rosen

Canopy has saved me time in ease of use in obtaining IRS transcripts.

Used monthly for 6-12 months
Reviewed 2018-06-27
Review Source: Capterra

Canopy

Tax resolution & practice management

Gene Whitacre, CPA, MBA, MSAT

Unreliable

Used occasionally for less than 6 months
Reviewed 2019-01-14
Review Source: Capterra

I will never deal with them again.

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Canopy

Tax resolution & practice management

Dan Murphy

Terrible. Sold a product that was not nearly as functional as they purported

Used occasionally for less than 6 months
Reviewed 2018-02-14
Review Source: Capterra

Left after 30 days. The sales team is efficient. Not so much the implementation team after the contract is signed.

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Canopy

Tax resolution & practice management

Lori Goeke

I've only used Canopy Tax for a few months so I haven't used it to its full potential yet

Used occasionally for less than 6 months
Reviewed 2018-04-01
Review Source: Capterra

The ease of uploading and downloading documents. Email sent to notify that client has uploaded files or paid invoice

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Canopy

Tax resolution & practice management

Anonymous

Canopy is great!

Used monthly for less than 6 months
Reviewed 2018-09-10
Review Source: Capterra

Really great marketing to get people using the software should help the company grow and stay around longer. Growth will help them have better software!

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Canopy

Tax resolution & practice management

Anonymous

I like the transcripts, but the CRM is overpriced

Used monthly for 1-2 years
Reviewed 2018-11-27
Review Source: Capterra

I think it's great that they offer the transcripts feature for free. It's helped me organize my clients a little bit.

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Canopy

Tax resolution & practice management

Yung Yung

lovely online function for non designer

Used monthly for less than 6 months
Reviewed 2018-12-18
Review Source: Capterra

If you don t know anything about design. this software could save you

Read the full review


Canopy

Tax resolution & practice management