Canopy Reviews for 2025
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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.
Found in these Categories
Best For
- Small Business
- Medium Business
Canopy Pricing
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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
- 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
User Sentiment - Canopy Reviews
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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.
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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.
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Comprehensive Feature Set
Canopy is commended for its extensive range of features, including tax data reporting, compliance administration, tax exemption processing, and document management.
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Effective Task Management
The task management feature receives positive feedback for enabling efficient work delegation and project management.
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Continuous Improvement and Support
Canopy is recognized for its proactive approach in integrating new functionalities and providing excellent customer support.
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State-Specific Limitations
Some users have expressed concerns over Canopy’s lack of support for specific state returns, causing inconvenience during tax seasons.
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Challenges with IRS Transcripts
Users have reported difficulties in obtaining IRS transcripts through Canopy, suggesting room for improvement in this area.
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Customer Support Issues
There are mentions of challenges in getting prompt and effective resolutions from the customer support team, affecting user satisfaction.
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Signature Request Module Limitations
The signature request module has been critiqued for not allowing fields that are not required, leading to operational inefficiencies.
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Implementation and Integration Difficulties
Feedback includes instances of frustration with the software’s implementation and integration process, citing poor planning and support.
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Canopy Company Details
Company Name
Canopy
Headquarters
United States
Website
getcanopy.com
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