Canopy

4.5 (223)
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Practice management software for accounting firms

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.


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.


Images

Canopy Software - Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
Canopy Software - Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Canopy Software - Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
Canopy Software - 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.
Canopy Software - Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case. The client portal is available on both Android and iOS mobile devices.
Canopy Software - 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.
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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 - Canopy’s Transcripts tool makes it easier than ever to find the CSED for every client you work with.
Canopy Software - Clients can provide you with necessary tax info through their client portal. Even better, the organizer saves everyone time by asking your clients for documentation based on the answers they provide.
Canopy Software - 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.
Canopy Software - Stay in sync with your clients, through a custom-branded portal where they’ll have access to everything relevant to their case. The client portal is available on both Android and iOS mobile devices.
Canopy Software - 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.
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Canopy Software - 8
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Reviews

Overall rating

4.5 /5
(223)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.4/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 223
Nishon
Nishon
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 10.0 /10

Best Project Management Software

Reviewed on 2023/01/05

I absolutely love this software! I could not do my day to day without it. I use it for tracking...

I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms.

Pros

I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability.

Cons

I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods

Response from Canopy

Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm.

John
Overall rating
  • Industry: Legal Services
  • 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 5.0 /10

Canopy is a good option- not sure if they are the best though.

Reviewed on 2021/11/29

On a scale of 1-10, I would say it is a 6.5 or a 7. There are many functions that make this very...

On a scale of 1-10, I would say it is a 6.5 or a 7. There are many functions that make this very easy to use, however, as time passes the development team decides to take the ease of use and make it more challenging. Too much focus on making the interface "pretty" and not enough on actual items that make productivity better.

Pros

The product is simple to use. However, Canopy likes to make changes to items that do not need any changes. In doing so, they break their own system for several days and the new function isn't worth the hassle. Transcripts are now significantly more complicated and time-consuming to get to.

Cons

The fact that the backend team decides to make changes as to what they think is best for the client. Most of their changes do not have any positive effect on how we operate the practice and only make things more challenging and frustrating to use.

Josie
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 2021/12/06

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.

Denise
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 7.0 /10

Canopy Software

Reviewed on 2021/05/24

Pros

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

Cons

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.

Amanda
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 10.0 /10

Impressed Customer

Reviewed on 2021/11/29

It is so helpful in maintaining adequate project management and clear workflow for all staff.

It is so helpful in maintaining adequate project management and clear workflow for all staff.

Pros

Customer support. I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff.

Cons

Transferring clients over created several duplicates and ultimately some lost information in the transition.

Showing 5 reviews of 223 Read all reviews

Canopy FAQs

Below are some frequently asked questions for Canopy.

Canopy offers the following pricing plans:

  • Starting from: US$40.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Transcripts & Notices - $33/month per user, billed annually Document Management - $40/month per user, billed annually Client Management - $2.50/per client, per year, 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, 1,001–5,000

Canopy supports the following languages:

English

Canopy supports the following devices:

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

Canopy integrates with the following applications:

Adyen, FreshBooks, Gmail, Google Forms, Google Sheets, Mailchimp, Microsoft Excel, Microsoft Outlook, QuickBooks, QuickBooks Online, 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

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