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.

Pricing starting from:

US$89,00/month

  • Free Trial
  • Free Version
  • Subscription

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.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$89,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
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Features

Total features of Canopy: 82

  • API
  • Access Controls/Permissions
  • Accounts Receivable
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Billing & Invoicing
  • Billing Portal
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contingency Billing
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Electronic Signature
  • Employee Activity Monitoring
  • Engagement Analytics
  • File Recovery
  • File Sharing
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Payments
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Percent-Complete Tracking
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Projections
  • Recurring/Subscription Billing
  • Remote Access/Control
  • Remote Support Software
  • Reporting/Analytics
  • Resource Management
  • Rules-Based Workflow
  • Search/Filter
  • Staff Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Tax Forms
  • Tax Management
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Web Forms
  • Workflow Management

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Reviews

Overall rating

4,5 /5
(93)
Value for Money
4,2/5
Features
4,3/5
Ease of Use
4,5/5
Customer Support
4,5/5

Already have Canopy?

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

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Showing 5 reviews of 93
Danny N.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Canopy takes the headaches out of client management by offering a way to keep client info...

Reviewed on 2018/04/27

Improved practice management and time management. As well as a simple way for clients to securely...

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

Pros

That all client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

Cons

The task feature can use some updates in simplification and added features. I still prefer Jetpack Workflow to help manage my tasks until Canopy improves this feature. I also get frustrated that there isn't a way to simply email a file stored in Canopy to a client that maybe isn't using the portal feature, rather than downloading and adding to an email as an atachment,

Elisabeth G.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I have had an outstanding experience with Canopy!

Reviewed on 2018/05/30

Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more...

Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software.

Pros

Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT!

Cons

Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them.

Dustin J.
Overall rating
  • Industry: Consumer Goods
  • Company size: 501-1 000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Customer Service is Terribly - This Company is too new to meet deadlines

Reviewed on 2020/01/02

Purchased a license in order to use their Tax Prep software (NOT the tax management software -...

Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes). Was told everything would be ready in time, and I ensured they knew I was only buying now because the Tax Prep software was going to finally be ready. (They told me 4 different dates for when this would be ready as I've been working with their sales for 2 years, waiting for them to get things together). Jumped in and decided to make them our company for our tax prep business, and everything went wrong. Salesperson we worked with had quit, implementation team was slow, and then I got off the phone with a support person who casually mentioned that the tax software was tossed out for this year. We had no clue, completely SOL as we have 4 weeks until tax season started and had to rush to find another company. All done without an apology, just "oh that's funny, I thought everyone knew that we couldn't get the software ready", even though we were assured that it would be - for a quick sale I imagine. Lots of back and forth with different support team members. We had been paying for two months and getting everything switched to their platform - which took an enormous amount of time and effort from our people, just to be told they won't have it ready for us and we will not receive a refund. I told the support manager before about this review being posted and was told I "might get a call back" for help.

Pros

The software is cloud based and therefore easy to access.

Cons

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes. Not the company you want to go with when you need something dependable. They're a tax company which makes it even more absurd that they mess around with deadlines.

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

IRS transcripts at the push of a button!!

Reviewed on 2020/09/29

Canopy is always upgrading and improving their software based on constant user feedback.

Canopy is always upgrading and improving their software based on constant user feedback.

Pros

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.

Cons

There's really nothing to dislike about this software. It does what it says it will do and it saves me time.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Canopy is to be loved.

Reviewed on 2018/04/03

Client file organization and communication system all in one software. All tax forms and ease of...

Client file organization and communication system all in one software. All tax forms and ease of editing client files... it's great.

Pros

Overall functionality and ease of navigation. Bonus points for cool GUI and branding. The Customer Support staff is absolutely outstanding.

Cons

The billing section needs a lot of work. Need to be able to automatically run batches of clients on a monthly basis. I know this is being addressed but it's still an issue for us.

Showing 5 reviews of 93 Read all reviews

Canopy FAQs

Below are some frequently asked questions for Canopy.

Canopy offers the following pricing plans:

  • Starting from: US$89,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

We provide contact-based pricing tailored specifically for your firm.

We do not have any information about Canopy features

Canopy has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Canopy supports the following languages:

English

Canopy supports the following devices:

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

Canopy integrates with the following applications:

Zapier

Canopy offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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