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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.

Found in these Categories

Best For

Practice management software for accounting firms
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website


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.

  • Integration APIs
  • ACH Payment Processing
  • Accounts Receivable
  • Activity Dashboard
  • Approval Process Control
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Compliance Management
  • Contact Database
  • Core Accounting
  • Electronic Payments
  • Expense Tracking
  • Financial Management
  • Invoice Management
  • Mobile Access
  • Online Payments
  • Payroll Management
  • Project Management
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Tax Management
  • Workflow Management

Additional Features

  • @mentions
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Bank Reconciliation
  • Billing Portal
  • CPA Firms
  • CRM
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Customizable Branding
  • Customizable Fields
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Content Management
  • Contingency Billing
  • Customizable Forms
  • Document Automation
  • Document Capture
  • Customizable Invoices
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customizable Reports
  • Document Classification
  • Document Generation
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Review
  • Deadline Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Signature
  • File Conversion
  • File Management
  • Email Management
  • Employee Activity Monitoring
  • File Recovery
  • Employee Management
  • File Sharing
  • File Transfer
  • Financial Reporting
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Meeting Management
  • Invoice Processing
  • Messaging
  • Milestone Tracking
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Project Accounting
  • Project Billing
  • Payment Processing
  • Percent-Complete Tracking
  • Progress Tracking
  • Project Planning/Scheduling
  • Project Time Tracking
  • Real Time Data
  • Projections
  • Real Time Reporting
  • Real Time Updates
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Task Progress Tracking
  • Task Scheduling
  • Tax Compliance
  • Tax Forms
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Traditional Methodologies
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Version Control


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Global Average Score
  • 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​​.


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.

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