Canopy Reviews

& Product Details

What is Canopy?

Canopy offers a comprehensive Practice Management Suite tailored for accountants, adapting to modern needs beyond calculators and old practices. It integrates vital functions like Client Management, Document Management, Workflow, Payments, Time & Billing, and more in a unified system.

Canopy Payments accelerates payment collection via the Client Portal. Compliance solutions include Transcripts & Notices and Tax Resolution for efficient case handling.

Canopy emphasizes data security with SOC-2-compliant measures. The suite enhances decision-making through Insights, providing data-driven perspectives. Its mobile app empowers flexible working, supporting tasks like accessing client data, managing files, tasks, and invoices, processing payments, tracking time, and even Siri integration.

Modular customization allows firms to build their management platform gradually, starting with Client Management.

Canopy responds to modern accounting demands with an adaptable, integrated, and secure solution.

Best For

Practice management software for accounting firms

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Canopy
Located In
United States
Website
getcanopy.com

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Canopy Pricing

Starting from:

$10 /month, billed annually

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

Canopy's Practice Management software offers modular pricing for accounting firms, divided into two main sections: Standard & Pro. The Standard pricing plans starts from free Client Management base for up to 500 contacts, with additional sold in increments of 50. Users can choose additional modules: Document Management ($40/user/month), Workflow ($35/user/month), Time & Billing ($25/user/month), plus optional services. The Pro plans, suitable for growing firms, starts free for up to 500 contacts, and each additional 50 contacts cost $10/month. Additional licenses for modules can be self-served. Freemium access allows 500 contacts with Client Management and a 15-day trial of other modules. A customizable client portal and mobile app are included for free.

Canopy Features

Approval Process Control
Audit Trail
Billing & Invoicing
Client Management
Expense Tracking
Invoice Management
Project Management
Reporting & Statistics
Workflow Management
API
Access Controls/Permissions
Accounting
Customizable Reports
Data Import/Export
Document Management
Document Storage
Due Date Tracking
For Accountants
For CPA Firms
Reporting/Analytics
Secure Data Storage
Staff Management
Task Management
Third-Party Integrations
Time & Expense Tracking
Time Tracking

Additional Features

Customizable Fields
Reporting/Project Tracking
Forms Management
Communication Management
Recurring/Subscription Billing
Contact Database
Customizable Templates
Credit Card Processing
Timer
Timesheet Management
Document Capture
Tax Calculation
Bank Reconciliation
Contingency Billing
Sales Tax Management
Project Time Tracking
File Recovery
Activity Tracking
Meeting Management
Tagging
Document Generation
Accounting Integration
Email Management
Invoice Processing
Alerts/Notifications
Compliance Tracking
Contact Management
Mobile Access
Real-Time Data
QuickBooks Integration
Customizable Forms
Real-Time Reporting
Commenting/Notes
File Sharing
Configurable Workflow
CRM
Customizable Branding
Project Planning/Scheduling
Deadline Management
Mobile Payments
Full Text Search
Mobile App
Collaboration Tools
Document Templates
Document Review
Drag & Drop
Tax Management
Content Management
Electronic Payments
Resource Management
Invoice Creation
File Transfer
Project Billing
Remote Support
File Conversion
Appointment Management
Employee Activity Monitoring
Financial Management
Archiving & Retention
Version Control
For Tax Practices
For Small Businesses
Traditional Methodologies
Tax Compliance
Tax Forms
Project Costing
Reminders
Accounts Receivable
Messaging
Remote Access/Control
Invoice History
@mentions
Document Automation
Progress Tracking
Time Zone Tracking
Search/Filter
Hourly Billing
Financial Reporting
Project Accounting
Approval Workflow
CPA Firms
Online Invoicing
Payroll Management
Document Classification
ACH Payment Processing
Payment Processing
Employee Management
Offline Access
Compliance Management
File Management
Billing Portal
Multiple Projects
Milestone Tracking
Audit Management
Customizable Invoices
Status Tracking
Electronic Signature
Online Payments
Activity Dashboard
Real-Time Updates
Client Portal
Projections

Additional Features Show Less Features

Global Buzz: Canopy at a glance

4.7

Global Average Score

Score4.70/5

Reviews3,404

Ease of Remote Collaboration

Users have highlighted Canopy’s capability to facilitate remote work with clients across the globe, providing peace of mind through secure operations.
User-Friendly Interface

Many reviews praise the software’s user-friendly nature, making it easy for users to automate tasks and navigate through its features.
Comprehensive Feature Set

Canopy is commended for its extensive range of features, including tax data reporting, compliance administration, tax exemption processing, and document management.
Effective Task Management

The task management feature receives positive feedback for enabling efficient work delegation and project management.
Continuous Improvement and Support

Canopy is recognized for its proactive approach in integrating new functionalities and providing excellent customer support.

State-Specific Limitations

Some users have expressed concerns over Canopy’s lack of support for specific state returns, causing inconvenience during tax seasons.
Challenges with IRS Transcripts

Users have reported difficulties in obtaining IRS transcripts through Canopy, suggesting room for improvement in this area.
Customer Support Issues

There are mentions of challenges in getting prompt and effective resolutions from the customer support team, affecting user satisfaction.
Signature Request Module Limitations

The signature request module has been critiqued for not allowing fields that are not required, leading to operational inefficiencies.
Implementation and Integration Difficulties

Feedback includes instances of frustration with the software’s implementation and integration process, citing poor planning and support.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.