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$40.00/month

  • Free Version
  • Free Trial
  • 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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

United States

Supported Languages

English

Pricing starting from:

US$40.00/month

  • Free Version
  • Free Trial
  • Subscription

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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Features

Total features of Canopy: 120

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Billing & Invoicing
  • Billing Portal
  • CPA Firms
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contingency Billing
  • Core Accounting
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customisable Branding
  • Customisable Forms
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • Forms Management
  • Full Text Search
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Forms
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Version Control
  • Workflow Management

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Jetpack Workflow

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OfficeTools

4.1
#2 Alternative to Canopy
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Salesforce Sales Cloud

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Reviews

Overall rating

4.5 /5
(214)
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.

Showing 5 reviews of 214
John
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Great product extraordinary customer support!

Reviewed on 30/5/2018

In it's fully developed form this product would be second to none! At the moment we use the product...

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.

Jessie
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Love Canopy, worth every penny

Reviewed on 19/12/2022

Overall wonderful

Overall wonderful

Pros

I love that everything is all in one place. Document storage, document sharing with clients, timer, invoicing, reports, task management, procedures (we use sub-tasks to lay out the steps in a task with notes on how to do each step), transcripts etc. I have recently started to use the letter templates to respond to IRS letters and they make my life so much easier. I also really love the client request feature that automatically reminds my client that I am waiting on something.

Cons

Small things, like I can lose track of tasks if I fail to assign them to someone. This could be easily avoided by looking at the task list in its entirety, but I find it most useful on a day to day basis to look at only tasks that belong to me, or only tax returns that need to be done, or only tasks that belong to the bookkeeper etc. I have to remember to occasionally look at all the tasks and then I realize that I missed something. I also find that the software is not as keyboard friendly as I would like, I have to do a lot of clicking to accomplish things.

Alternatives Considered

BigTime

Reasons for Choosing Canopy

To combine everything into one program

Switched From

QuickBooks Desktop Pro and Drake Tax
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 6/12/2021

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.

Deniz
Overall rating
  • Industry: Computer Software
  • Company size: 5,001-10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Solve many jobs in a short time with Canopy...

Reviewed on 30/11/2022

I've been using Canopy for a 1 year now and I absolutely love it. The software is amazing, it works...

I've been using Canopy for a 1 year now and I absolutely love it. The software is amazing, it works perfectly for my needs and it integrates well with the rest of our system. It's very easy to use, has a great interface and a huge range of features.

Pros

I had been looking for a simple accounting solution to help me manage my clients' invoices, and discovered this product. It is simple, easy to use, and has a ton of features. Within a few months, I was able to set up my clients' invoices in a matter of minutes, and start using it. I also turned it into a project management tool.

Cons

Canopy has proven to be a robust and reliable solution that has helped streamline our document management processes, and it works well with our accounting software. The interface is very easy to use, the adaptation time to the software is very short, and it worked smoothly.

Response from Canopy

Thank you for this amazing feedback, Deniz!

Ronda
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Canopy - our new best friend

Reviewed on 28/12/2022

Our experience with Canopy has been a very positive one. Their customer support is excellent. I...

Our experience with Canopy has been a very positive one. Their customer support is excellent. I have appreciated them reaching out to us to see how we are doing certain tasks and we are able to give them suggestions for change. I would recommend this product to other firms outside our demographic. I don't want the competition to have the advantage we have with Canopy!

Pros

We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless. The mobile app and client portal have been invaluable to our client base. We were implementing Canopy before COVID so when the shut downs hit we were already ahead of the game for being digital for everything with a portal and app that worked and was easy for our client base to use.

Cons

I wish the reporting was more accurate so our utilization rates were a better reflection. It would nice to customize reports for what the firm values with certain items.

Showing 5 reviews of 214 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:

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

Related categories

See all software categories found for Canopy.