Canopy Reviews

We loved the Emails, Task management & calendar are all in one software.

Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us.

As a person that needs everything organized, I am happy to see that Canopy fulfills my OCD.

Takes a too long for the requested changes to take place.

I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.

I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature.

Most important features are user friendly and easy to share within the own files, company team files and clients' files.When we are importing new zip files with multiple folders, I don't need to create new folders, file names etc. on my Canopy software create and save file where I need to store it.

When the client sharing folder has more documents, I noticed the speed has come down a little slower than normal.

Easy to use, email/communication integration, Document storage unlimited

Email search function is less than ideal/doesnt work at all from within a client.
Can't start Word/Excel files from within Canopy
Wish it would also track time for each team member for the week - would make a secondary time and attendance unnecessary.

I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.

Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things.

I've transferred all my tasks that I used to have on a big spreadsheet to Canopy tasks and organizing them has been so easy. I love the ability to make custom views of the tasks so I can make sure I am working on the most important things.

The one thing I really liked about my old document management software was that I could view the files offline on my computer. It made it so easy to work with the files. I haven't seen that with Canopy.
I also liked how my tax software, Proseries, could import the tax returns directly into my old document management system, but I will be able to print them into Canopy, so it won't be too much different.

Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet.

Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns.

It covers all the features I need from my client-facing tech stack in one platform. I can share/receive files, send e-sign requests, manage work, send invoices, receive payments, and pull IRS transcripts all in Canopy. Support has also been very responsive to me and has helped me with all my questions.

It is an evolving and growing platform that comes with occasional bugs and changes to the user experience.

It has combined our client contact lists, document manager, communications, and has a place for consolidated requests. They are constantly making Canopy better by adding new features and improving current ones

I would like to see different ways to view task managements and work flow. Having a swim lane option would make it easier to see what tasks there are and at what stage they are in.

We have Canopy for our three office accounting firm. The implementation team has been helpful, getting us set up. With thousands of users, this has been a commitment, but we’ll worth it once we get it up and running

Some of the sort features are limiting if you are working with multiple offices. They are working on that.

I absolutely love the ability to pull transcripts. It has changed how we do business. I was using multiple platforms before Canopy. I love having a CRM tool that actually works and saves me time.

Moving actual data files has been an extremely slow process and has consumed many days of work. I wish there could be a way to directly scan a document into Canopy rather than uploading it.

Canopy allowed us to flex during the pandemic by offering our clients an easy client portal to use. The clients were able to share their documents for tax preparation. Our firm was then able to upload tax returns for their review. And the e-sign function for the 8879 was amazing. My favorite part is the transcript function to pull clients data from IRS. The transcript report package a professional document to provide to the client that is branded to our firm.

Haven't discovered any cons with the package. They seem to always be one step ahead of my needs.

ease of use when saving a document and going directly to client file in canopy. Organization of files is great.

In the beginning, two years ago. it was difficult to set up, but works much better now.

I like that it integrates with QBO, it is easy to use and works for all our clients (Tax, Payroll & Bookkeeping) which we have had issues in the past. I love that it can be used as a Document Management

Email integration is a little tricky, I can't search because I have too many emails and there isn't a way to sort them easily. Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there