Who Uses Canopy?
Accounting Professionals, Tax Professionals, Tax Attorneys, Enrolled Agents.
What Is Canopy?
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients 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. Use Canopy totally free with up to 20 contacts. Start your free account today.
Canopy Details
Canopy
https://www.canopytax.com/
Founded 2013
Canopy Pricing, Cost & Reviews - Capterra UAE 2020
Canopy has a free version and offers a free trial. Canopy paid version starts at $99.00/month.
Starting Price
$99.00/month
Free Version
Yes
Free Trial
Yes
Deployment
Cloud, SaaS, Web
Training
Live Online
Support
24/7 (Live Rep)
Online
Canopy Features
Canopy Reviews
Showing 5 of 92 reviews
Danny N.
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Overall Rating5/5
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Ease of Use5/5
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Features & Functionality4/5
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Customer Support5/5
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Value for Money5/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 27/04/2018
"Canopy takes the headaches out of client management by offering a way to keep client info organized."
Comments: 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,
- Reviewer Source
- Reviewed on 27/04/2018
Elisabeth G.
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Overall Rating4/5
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Ease of Use4/5
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Features & Functionality4/5
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Customer Support5/5
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Value for Money4/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/05/2018
"I have had an outstanding experience with Canopy!"
Comments: 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.
- Reviewer Source
- Reviewed on 30/05/2018
Dustin J.
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Overall Rating3/5
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Ease of Use3/5
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Features & Functionality1/5
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Customer Support1/5
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Value for Money1/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 02/01/2020
"Customer Service is Terribly - This Company is too new to meet deadlines"
Comments: 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.
- Reviewer Source
- Reviewed on 02/01/2020
Julie L.
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Overall Rating5/5
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Ease of Use4/5
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Features & Functionality4/5
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Customer Support5/5
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Value for Money3/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 10/04/2018
"As a tax professional with various types of clients I love it all in one place"
Comments: 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.
- Reviewer Source
- Reviewed on 10/04/2018
John B.
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Overall Rating5/5
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Ease of Use4/5
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Features & Functionality3/5
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Customer Support5/5
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Value for Money4/5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/05/2018
"Great product extraordinary customer support!"
Comments: In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports.
Pros: Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement
Cons: no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point.
- Reviewer Source
- Reviewed on 30/05/2018
