Canopy helped our practice exponentially as we navigated the complex matters of capacity management several years ago. Starting with workflow management and the tax transcript tool, we were able to automate many of the processes of how client work moves through our office in a way that increased efficiency and inner-office communication, which was sorely needed in our small firm. The ability to prioritize our own tasks and deadlines, as well as visibility into what was on the plate of other members of our firm, has been enough for me to declare Canopy a huge win for the industry. Add to that the ever-expanding capabilities of industry-relevant tools, client communication, and templates for everything you could ever need in your practice, and Canopy is a home run. The interface is clean and user-friendly, making it easy for new hires to navigate, and the learning center is an invaluable tool for learning how to get the most out of the program and get many of your questions answered without a call to customer service. Review collected by and hosted on G2.com.

The only difficulty we have experienced with Canopy is that the automations sometimes fire off a bit slower than we would like, making it crucial to click through tasks slowly to ensure things don't get "unclicked" by the automation that was triggered by the previously completed task. This may be improved by faster internet speeds than we have access to, or may simply need to be something your firm users stay aware of when moving quickly in the software. Review collected by and hosted on G2.com.

I have been a Canopy user for several years now and they truly care about their customers. I switched to Canopy because they were able to offer all the services I needed for my practice in one application. They always making improvements to their software, including AI features. They provide simple to use solutions for CRM, communication, client portal, workflow management, and billing. I love the customization of the client portal, which can be customized for different types of clients. Not just for tax clients. I have clients that I do accounting for, but not tax prep, and tax clients that l do not do accounting for. Canopy makes it possible for all my clients to be under one "CANOPY". This is one of my favorite aspects of it. I have had a very positive experience using Canopy, as have my clients. Review collected by and hosted on G2.com.

The cost of adding additional licenses for certain features like workflow and document management modules is high. I would like for a data entry person to be able to use the document management module without paying such a high cost for an additional license. Review collected by and hosted on G2.com.

The addition of AI features has been a huge plus. The AI renaming tool in particular has significantly improved our document workflows and reduced time spent on repetitive tasks. I also really enjoy the Insights dashboard — it gives us access to detailed, actionable reports that help our team make better decisions. Task management is strong overall and keeps things running smoothly. Review collected by and hosted on G2.com.

There’s still room for improvement in a few areas. It would be helpful to have more flexible reminder scheduling options within task management. Also, I’d love to see the ability to edit client-facing emails for questionnaires and requests to better align with our communication style. Review collected by and hosted on G2.com.

The most helpful thing about Canopy is having industry specific workflow templates that you are able to tweak and make it your own. I think one of the upsides of Canopy for me, is that I can really feel that Canopy wants to improve and give us the features we need. I can feel they are continously asking for feedback and suggestions, and most importantly I can see the steps they make to actually improve. Customer support is always great, they have always helped me solve whatever it is that I have going on, or at least took feedback. I use Canopy literally 24/7, I really utilize custom fields for client information so I can store as many details as possible. Like their EDD number, banking institutions, dependents, account & routing numbers etc. Canopy is straightforward in all of its feautures though, ease of use wise. Review collected by and hosted on G2.com.

Some of the least helpful things I believe are because some of the integral features are newer for them, they are not as smooth as I believe they could be. There are little things throughout the day I find myself wishing were different or wishing were there. Engagement tempalates are pretty standard I believe, and I am having an issue with mine populating whenever I create an engagement letter, which leads me to have to manually create the engagement letter one item at a time for multiple clients. On that hand, I got a response from a human as soon as I notified them about it. I wasn't able to stay online to show them, and I got a follow up from them the next day (today) to see if it's still happening. Again, I think that's the most valuable thing of Canopy, having such a huge part of your firm in one place and relying on them for so much, you want them to care and WANT to make your life easier. So I would say implementation has not been the easiest thing for Canopy, I usually have some things I really dislike or wish they would have done differently. Integration is not the best also, with third party or within itself. One huge thing for me is that the information from the organizers, doesn't populate client information. I would LOVE if we could map fields in the organizer, and now questionnares even, to fields in the client info section so it would autopopulate. Review collected by and hosted on G2.com.

Email integration allows our us to see what is going on across all clients, very cool. It is awesome to see tasks across the organization all in one spot and the portal is great. I also like the feature of being able to send a secure link to an upload area for prospects and non-clients. We plan on utilizing the time and billing but are going to focus on the client list and tasks for the first few months post-implementation. Review collected by and hosted on G2.com.

Lack of Google Workspace integration was a bummer for us but the other benefits of implementing Canopy will outweigh this in the long run. Review collected by and hosted on G2.com.

Professional client-facing portal website and mobile app with scanning capabilities.

Ability to see all client emails, files, and tasks in one client profile.

Easy to have clients save payment information and pay a monthly recurring invoice automatically (subscription billing).

Quick and helpful chat support.

IRS transcript tool that allows me to easily pull and review transcripts for clients. Review collected by and hosted on G2.com.

Canopy still seems to be refining its platform a lot and adding new features. In short, they are still in build mode. This leads to changes in the interface/function of the product as well as occasional bugs. I tolerate the occasional technical issue because the product is quite good. Review collected by and hosted on G2.com.

It has transformed the way we manage our firm. This software handles multiple aspects crucial to our operations, including client documents, billing, eSignatures, CRM, task management, and more. Review collected by and hosted on G2.com.

The learning curve. We have used it for over a year and still finding new ways to implement certain features. Review collected by and hosted on G2.com.

We’ve tested three different practice management software platforms for our accounting firm, and Canopy has been the clear standout. It’s incredibly user-friendly—not just for our team, but for our clients as well. Canopy has truly anticipated everything we need to run our business efficiently and smoothly. Review collected by and hosted on G2.com.

My only concern with Canopy is the payment processing feature. It lacks a back-office dashboard where we can track when payments are drafted or when they’ll be deposited into our account. Some payments take significantly longer than others, and there's no visibility into the reasons behind the delays or a way to review that information Review collected by and hosted on G2.com.

Canopy understands the mindset shift the modern tax, accounting and advisory professionals are going through today and the tools they demand be included in their 2025 tech stack. Everyone, and I mean everyone, at Canopy listens to us very carefully and words turn into action pretty quickly All of this separates Canopy from our partners in the past. The team at Canopy “leans in” in a way that really feels like a partnership and it’s the model for what we look for in all the ways we need to scale and grow our business. Review collected by and hosted on G2.com.

If Canopy added an integrated proposal delivery system we could cut our tech stack down a little. Review collected by and hosted on G2.com.

Canopy is a great all and one Accounting Software to help manage clients, billing, time and documents. I like how you can integrate other tax software and keep track of all clients through one platform. I have really enjoyed using Canopy software. I feel Canopy is easy to navigate and learn. Review collected by and hosted on G2.com.

There are a few glitches sometime like all softare but overall its great. I am still learning to utilize all that canopy has to offer. Review collected by and hosted on G2.com.