About 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.

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:

USD 24.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of 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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

USD 24.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Canopy Software - Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
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Canopy video Canopy Software - Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. Canopy Software - 2 Canopy Software - 3 Canopy Software - 4 Canopy Software - 5 Canopy Software - 6 Canopy Software - 7 Canopy Software - 8 Canopy Software - 9 Canopy Software - 10

Features

Total features of Canopy: 100

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Billing & Invoicing
  • Billing Portal
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Forms
  • Customisable Invoices
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • File Management
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • QuickBooks Integration
  • Recurring/Subscription Billing
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Resource Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Workflow Management

Alternatives

TaxDome

4.7
#1 Alternative to Canopy
TaxDome is a tax practice management software designed to help bookkeepers, accounting firms, and certified public...

Practice Ignition

4.7
#2 Alternative to Canopy
Practice Ignition is a smart proposal software that includes contracts and allows you to accept recurring and one-off...

Jetpack Workflow

4.8
#3 Alternative to Canopy
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

Karbon

4.7
#4 Alternative to Canopy
Karbon is the collaborative practice management platform for accounting firms.

Reviews

Overall rating

4.5 /5
(156)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.4/5

Already have Canopy?

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Showing 5 reviews of 156
Danny N.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 27/04/2018

Improved practice management and time management. As well as a simple way for clients to securely...

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,

Juventino G.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good software with strong features and lots of promise at a pricey point.

Reviewed on 23/11/2021

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost...

My overall experience with Canopy has been a good one thus far. Even though I bitch about the cost l, I continue to stay because of the ease of use, simplicity for my clients, and automation I’ve created within my tech stack.

Pros

The best feature is the client portal and mobile app. It has been a business transformation blessing from way before COVID was ever a thing. I remember way back in 2017 when the mobile app was nearly launching how it revolutionized the way my clients do business with me. This is what has kept me on Canopy in spite of the price hikes.

Cons

Canopy recently has changed their pricing model and I don’t like it because it increases the barriers to tax professional adoption. There are other titles out there who bring good feature sets and a much lower price point and has given me reason to start shopping elsewhere. What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my clients that I virtually moved virtual offices, and avoiding the headaches of all the client questions that would ensue.

Alternatives Considered

TaxDome

Reasons for Choosing Canopy

I wanted a good tax management experience and the one provided by Canopy was superior to other competitors at that time around 2016-2017.

Switched From

TaxAct Business

Reasons for Switching to Canopy

I wanted a more integrated experience and an online only software. Taxaroo left me desiring a better client portal experience and way back in 2016-2017 their offering was not as strong as CanopyTax.
Josie K.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Disappointed

Reviewed on 06/12/2021

Canopy seems to have lost its way in regards to its purpose. Their response to issues is slow, at...

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.

Pros

We liked the ability to access the software/information from anywhere.

Cons

The software does not allow you to export a sorted contact list. A very simple option that has been neglected.

Alison R.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Where to start

Reviewed on 24/11/2021

There are other options out there and I could easily stick w sharefile. However I wanted to up my...

There are other options out there and I could easily stick w sharefile. However I wanted to up my game and show my clients a better higher tech experience. As you know, solopreneurs have a hard time competing w the small to middle size firms. Seems like you need to up your game or at least let me know about your game!

Pros

Clients like the portal. It has helped improve the perception that my firm cares about their info. It also feels very organized. It is easy to set up a portal.

Cons

Yegads, what to me seems like obvious items, the organizer doesn’t roll over from prior year to current year. Your current solution is for me to set up customer accounts for each member of a family unit. This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as a customer was asked by my firm to re enter all prior year into, I would be beyond annoyed. I would wonder what kind of high tech experience Alison isn’t offering me. As a customer, I would also be less inclined to complete it because It is a waste of my time. Your customer service and training library aren’t helpful. Since it is very self serve, I have no idea what to look for in terms of better ways to use canopy because I don’t know what I don’t know. You let us all know at the innovation summit about the 100 new features you have rolled out. My admin and I were dumbfounded to learn this. How did we not know About the cool ways you are trying to make my life better? Do you offer monthly training or “ask me anything” webinars that don’t require me to pay extra or upgrade to a higher level. If you do, why don’t I know about them? If you don’t, why don’t you? It seems like you would help me have a better experience with the software and keep me as a recurring customer. Also, it is hard as nails to get requests followed up on. Customer service isn’t great.

Alternatives Considered

Jetpack Workflow and TaxDome

Reasons for Switching to Canopy

The product seemed like a great entry way to start. It seemed easy to use. And it looked cool for my clients. I have appreciated how the portal seems organized. Some of my clients have told me it is hard to use. Would like some ideas on how to help my clients want to use it rather than. Email me their private info.
Nicole H.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Review of Canopy - 1 month in

Reviewed on 29/11/2021

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November...

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

Pros

I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system.

Cons

The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue.

I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon.

Alternatives Considered

TaxDome and Karbon

Reasons for Choosing Canopy

I wanted a system that did everything. Canopy has the CRM, task management and the document management together. The tax transcripts functionality was a big deciding factor as well.

Switched From

SmartVault and Insightly

Reasons for Switching to Canopy

TaxDome didn't have the tax transcripts. Karbon looked very complicated.
Showing 5 reviews of 156 Read all reviews

Canopy FAQs

Below are some frequently asked questions for Canopy.

Canopy offers the following pricing plans:

  • Starting from: USD 24.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Tax Resolution - $33/month per user, billed annually Document Management - $40/month per user, billed annually We provide contact-based pricing tailored specifically for your firm.

Canopy has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Canopy supports the following languages:

English

Canopy supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Canopy integrates with the following applications:

FreshBooks, Gmail, Google Forms, Google Sheets, Mailchimp, Microsoft Excel, Microsoft Outlook, QuickBooks, Salesforce Foundation, Slack, Typeform, Xero, Zapier

Canopy offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Canopy.