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
Pricing options
We provide contact-based pricing tailored specifically for your firm.
Canopy Features
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Canopy Reviews
Canopy Reviews
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.
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.
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.
IRS transcripts at the push of a button!!
Canopy is always upgrading and improving their software based on constant user feedback.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
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,
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.
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.
Canopy is amazing and must have!!
Just great overall!
Pros
its easy to use, helps me save and my clients love it!!
Cons
maybe a check mark feature when documents are reviewed

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.
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.
IRS transcripts at the push of a button!!
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.
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Canopy Pricing
Canopy Pricing
We provide contact-based pricing tailored specifically for your firm.
We provide contact-based pricing tailored specifically for your firm.
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Canopy Features
Canopy Features
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Categories
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. 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
Improved practice management and time management. As well as a simple way for clients to securely share their files with me.