# Page 12 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 12 - Is Canopy the right Accounting Practice Management solution for you? Explore 285 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/150647/Canopy-Tax/reviews --- Canopy 4.5 (285) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 12 - Reviews of Canopy ## Showing most helpful reviews Showing 276-285 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SC Sharon C. Owner Accounting Used the software for: Less than 6 months ### "New Customer" February 7, 2017 5.0 I am exceptionally pleased with my use of Canopy software. It has made completing, reviewing, and updating offer in compromises for the IRS easier. I also love the look of the reports produced by the tranacript delivery system. Pros Easy to use. Review Source CM CHRISTINA M. ACCOUNTANT Accounting Used the software for: Less than 6 months ### "Canopy Review" February 22, 2019 5.0 Pros Time tracking, client management, & notice and letter templates Cons That the time tracking and billing cannot connect to my Quickbooks online Review Source Kianga S. Workday Grant Administrator Accounting Used the software for: I used a free trial ### "Canopy Review " January 4, 2020 4.0 It was good Pros I like the flexibility of being able to work with this software from everywhere and the options to pull info from other systems into it Cons It was hard to grasp how to send files securely using this software Review Source VD Victoria D. EA Used the software for: 1-2 years ### "price is great for transcripts" August 1, 2018 4.0 Pros very good reports make things very easy to read and to interpret. this software saves a lot of work Cons very slow in producing reports from transcripts have called about it but no results. does not come back to say caf is not on file yet Review Source Yung Y. Design Lead Arts and Crafts Used the software for: Less than 6 months ### "lovely online function for non designer" December 18, 2018 5.0 Pros If you don t know anything about design. this software could save you Cons as a graphic designer, the functions are not enough for advanced design. Review Source CF Christina F. Associate Used the software for: Less than 6 months ### "Gone with the hour long phone calls to the IRS" November 7, 2017 5.0 Ease of retrieval of transcripts from the IRS. Pros I can get IRS transcripts with ease and not have to sit on hold with an IRS agent. It's as simple as get a POA, submit it, make a request for transcripts and a few days later, there they are! Cons It can sometimes be difficult to navigate. I find it hard to print transcripts when I want to. But overall, it's somewhat self-explanatory. Review Source EW Emethia W. Owner Used the software for: Less than 6 months ### "My experience has been great, able to get answers to questions quickly." May 10, 2018 5.0 Pros It's easy to use, and support is available when I needed them. It's a new services that I feels will help grow my business. Cons Tax transcripts takes longer to get than what I expected. Didn't understand the process at first about pulling transcripts, I thought that they could be pull and retrieve within two minutes and that not the case. Review Source LJ Lauren J. CPA Accounting Used the software for: 6-12 months ### "Great Product! Such a Time Saver!" August 7, 2019 5.0 Love it! I would recommend it to anyone who regularly deals with IRS transcripts! Has saved us so much time! Pros Pulling IRS transcripts using this software is a dream. When you get transcripts through the IRS website you have to pull them one at a time, and if they aren't ready yet you have to repeat this process everyday. With Canopy, you enter the taxpayer's information and then all you have to do to refresh the information is click the refresh button. So much easier to use! Plus you can setup multiple client at one time and let the software run in the background until it has checked them all with the IRS, meanwhile you can move on to other work. Cons It would be easier if you didn't have to reestablish the link to the IRS everyday, and wait for the IRS code to come through. However, for security reason I understand why this is necessary. Review Source RN Rebecca N. CEO Accounting Used the software for: Less than 6 months ### "Love this new software app!" December 13, 2017 5.0 Saving time, money and peace of mind! It does take some time to get everything integrated. But the savings in time and money is well worth it. Pros It helps me to do a variety of functions all in one software. I am eliminating 4 separate programs so I can do everything in one place. Makes my job easier and more efficient. Plus I am saving money a month in fees! Review Source LG Lori G. Member/Owner Used the software for: Less than 6 months ### "I've only used Canopy Tax for a few months so I haven't used it to its full potential yet" April 1, 2018 5.0 Pros The ease of uploading and downloading documents. Email sent to notify that client has uploaded files or paid invoice Cons My clients have informed me that they don't like the idea of not being able to see and confirm that the documents they upload can not be seen until I've downloaded them. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.