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.
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.
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Reviews
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- Used Daily for 1+ year
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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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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- Likelihood to recommend 4.0 /10
Where to start
Reviewed on 24/11/2021
There are other options out there and I could easily stick w sharefile. However I wanted to up my...
There are other options out there and I could easily stick w sharefile. However I wanted to up my game and show my clients a better higher tech experience. As you know, solopreneurs have a hard time competing w the small to middle size firms. Seems like you need to up your game or at least let me know about your game!
Pros
Clients like the portal. It has helped improve the perception that my firm cares about their info. It also feels very organized. It is easy to set up a portal.
Cons
Yegads, what to me seems like obvious items, the organizer doesn’t roll over from prior year to current year. Your current solution is for me to set up customer accounts for each member of a family unit. This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as a customer was asked by my firm to re enter all prior year into, I would be beyond annoyed. I would wonder what kind of high tech experience Alison isn’t offering me. As a customer, I would also be less inclined to complete it because It is a waste of my time. Your customer service and training library aren’t helpful. Since it is very self serve, I have no idea what to look for in terms of better ways to use canopy because I don’t know what I don’t know. You let us all know at the innovation summit about the 100 new features you have rolled out. My admin and I were dumbfounded to learn this. How did we not know About the cool ways you are trying to make my life better? Do you offer monthly training or “ask me anything” webinars that don’t require me to pay extra or upgrade to a higher level. If you do, why don’t I know about them? If you don’t, why don’t you? It seems like you would help me have a better experience with the software and keep me as a recurring customer. Also, it is hard as nails to get requests followed up on. Customer service isn’t great.
Reasons for Switching to Canopy
The product seemed like a great entry way to start. It seemed easy to use. And it looked cool for my clients. I have appreciated how the portal seems organized. Some of my clients have told me it is hard to use. Would like some ideas on how to help my clients want to use it rather than. Email me their private info.- Industry: Accounting
- Company size: Self Employed
- Used Weekly for 2+ years
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- Likelihood to recommend 0.0 /10
Terrible!
Reviewed on 18/6/2021
Disliked. Empty promises. Tried multiple times to cancel my subscription, without success. I...
Disliked. Empty promises. Tried multiple times to cancel my subscription, without success. I would never recommend this company and its software to anyone. Taxdome would be my starting suggestion, or just about anything else.
Pros
The whole "pull transcripts" thing used to be a draw, but it's really not that unique once you've been in the tax business. It doesn't take that much work to pull transcripts and figure out what's going on with them the 'old-fashioned way'.
Cons
Terrible support. Refusal to update and improve software even with known bugs and issues. Not compatible with all screen sizes and they make you do workarounds. Broken buttons/links inside the user navigation. Can't refund through the app.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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- Likelihood to recommend 10.0 /10
Impressed Customer
Reviewed on 29/11/2021
It is so helpful in maintaining adequate project management and clear workflow for all staff.
It is so helpful in maintaining adequate project management and clear workflow for all staff.
Pros
Customer support. I have questions and suggestions all the time and I love that by using the chat support I get prompt answers and endless follow-up from support staff.
Cons
Transferring clients over created several duplicates and ultimately some lost information in the transition.
- Industry: Wholesale
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Change for the Better!
Reviewed on 11/6/2022
My experience with Canopy is amazing I will never leave and i will invite all my friends and family
My experience with Canopy is amazing I will never leave and i will invite all my friends and family
Pros
The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.
Cons
I wish I could use more charts in the software but besides that it is amazing
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$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.
Q. Who are the typical users of Canopy?
Canopy has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Canopy support?
Canopy supports the following languages:
English
Q. Does Canopy support mobile devices?
Canopy supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Canopy integrate with?
Canopy integrates with the following applications:
Adyen, FreshBooks, Gmail, Google Forms, Google Sheets, Mailchimp, Microsoft Excel, Microsoft Outlook, QuickBooks, Quickbooks Online, Salesforce Foundation, Slack, Typeform, Xero, Zapier
Q. What level of support does Canopy offer?
Canopy offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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