Canopy

Practice management software for accounting firms

4,5 /5 (92 reviews) Write a Review!

Canopy Overview

What is 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.

Canopy Overview

Pricing

Starting from
US$89,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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


Canopy Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting.
The survey only offers questions that are relevant to the specific client and case
Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud
Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more
Custom service workflows allow users to create personalized steps for each service
Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more
Engagement summaries display progress charts, relevant deadlines, and survey status
Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more
Set up online payments through Canopy, or send instructions for paying another way
Canopy screenshot: Collect electronic signatures, authenticated with KBA, from your clients without trying to match schedules for an in-person meeting. Canopy screenshot: The survey only offers questions that are relevant to the specific client and case Canopy screenshot: Store all client-related data - surveys, deadlines, tasks, documents, and notes - in the cloud Canopy screenshot: Canopy presents transcripts in a series of reports and documents, including CSED calculations, wage and income, account overview, and more Canopy screenshot: Custom service workflows allow users to create personalized steps for each service Canopy screenshot: Canopy helps simplify complicated services such as penalty abatements, liens, levies, trust fund recovery, and more Canopy screenshot: Engagement summaries display progress charts, relevant deadlines, and survey status Canopy screenshot: Clients can log in to their own portals to see progress, fill out surveys, pay invoices, upload and exchange files, and more Canopy screenshot: Set up online payments through Canopy, or send instructions for paying another way Canopy screenshot:

Canopy Reviews

Canopy Reviews

Overall rating
4,5
/
5
Excellent
62

Very good
23

Average
3

Poor
1

Terrible
3

Value for Money
4,2
Features
4,3
Ease of Use
4,4
Customer Support
4,5
92% recommended this app
Danny N.

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

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


Verified Reviewer

Canopy is to be loved.

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


Verified Reviewer

IRS transcripts at the push of a button!!

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


Dustin J.

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

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.


Julie L.

As a tax professional with various types of clients I love it all in one place

Having a secure portal and most of my client tax information in one place.


Danny N.

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

Used Daily for 1+ year
Reviewed on 2018/04/27
Review Source: Capterra

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,

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Financial Services

Canopy is to be loved.

Used Daily for 2+ years
Reviewed on 2018/04/03
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Accounting
Company size: Self Employed

IRS transcripts at the push of a button!!

Used Weekly for 1+ year
Reviewed on 2020/09/29
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Dustin J.
Industry: Consumer Goods
Company size: 501-1 000 Employees

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

Used Weekly for 1-5 months
Reviewed on 2020/01/02
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Julie L.

As a tax professional with various types of clients I love it all in one place

Used Daily for 1+ year
Reviewed on 2018/04/10
Review Source: Capterra

Having a secure portal and most of my client tax information in one place.

Pros

The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time.

Cons

That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8,9/10
Based on 92 user ratings
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Canopy Pricing

Canopy Pricing

Starting from
US$89,00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
4,2/5
Based on 92 user ratings
Compare value for money rating with alternatives
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Canopy Features

Canopy Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,3/5
Based on 92 user ratings
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Categories

Additional information for Canopy

Additional information for Canopy

Key features of Canopy

  • Activity dashboard
  • Add collaborators / collaboration
  • Assign tasks
  • Auto-populated IRS forms
  • Automatic to-do lists
  • Billing & invoicing
  • CSED calculations
  • Client management
  • Client portals
  • Cloud storage
  • Custom service workflows
  • Custom templates
  • Deadlines
  • Eligibility
  • Engagement tracking
  • Forms
  • IRS form auto-population
  • IRS standards
  • Instant transcript delivery
  • Notifications
  • Online payments
  • Penalty abatement
  • Practice management
  • Progress charts
  • Progress tracking
  • Recommendations and resources
  • Reports and documents
  • Share responsibilities
  • Surveys & survey status
  • Task workflow creation
  • Tax management
  • Tax resolution
  • Tax resolution analytics
  • Timelines
  • Track engagements
  • Transcript delivery & reporting
  • Various file types
  • Versioning
  • Year and section filters

Benefits

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.

Canopy FAQs

Canopy FAQs

Below are some frequently asked questions for Canopy.

Q. What type of pricing plans does Canopy offer?

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.

Q. What are the main features of Canopy?

Canopy offers the following features:

  • Activity dashboard
  • Add collaborators / collaboration
  • Assign tasks
  • Auto-populated IRS forms
  • Automatic to-do lists
  • Billing & invoicing
  • CSED calculations
  • Client management
  • Client portals
  • Cloud storage
  • Custom service workflows
  • Custom templates
  • Deadlines
  • Eligibility
  • Engagement tracking
  • Forms
  • IRS form auto-population
  • IRS standards
  • Instant transcript delivery
  • Notifications
  • Online payments
  • Penalty abatement
  • Practice management
  • Progress charts
  • Progress tracking
  • Recommendations and resources
  • Reports and documents
  • Share responsibilities
  • Surveys & survey status
  • Task workflow creation
  • Tax management
  • Tax resolution
  • Tax resolution analytics
  • Timelines
  • Track engagements
  • Transcript delivery & reporting
  • Various file types
  • Versioning
  • Year and section filters

Q. Who are the typical users of Canopy?

Canopy has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Canopy support?

Canopy supports the following languages:

English

Q. What type of pricing plans does Canopy offer?

Canopy has the following pricing plans:

Free, Subscription

Q. Does Canopy support mobile devices?

Canopy supports the following devices:

Android, iPhone, iPad

Q. What other apps does Canopy integrate with?

Canopy integrates with the following applications:

Zapier

Q. What level of support does Canopy offer?

Canopy offers the following support options:

Phone Support, Online Support, FAQs, Forum, Knowledge Base, Video Tutorials