# Page 4 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Canopy ## Showing most helpful reviews Showing 76-100 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Stephen H. Owner Accounting Used the software for: 6-12 months ### "Canopy is a great all in one!" December 9, 2022 5.0 Pros I really enjoy the fact that my CRM, billing, and document management is on one platform. Cons I'm still getting used to the features. I do wish that it had some additional options for payment syncing, link sharing outside of the portal, and the option to add further correspondence to a task. Reason for choosing Canopy The payment solution, integration with QBO, transcript services, and the notice/collection templates, and integration with QBO was what sold me on Canopy. Switched from [Karbon](https://www.capterra.com/p/156181/Karbon/) Pricing and ease of use. Review Source Response from Canopy December 15, 2022 Thank you for this feedback, Stephen! Have you hear about our new Secure Links feature!? It allows you to securely share documents and request signatures from people who do not have the customer portal! Take a look at the update here: https://www.getcanopy.com/product-updates/get-esignatures-faster-with-secure-links-canopy#:~:text=The%20secure%20link%20is%20sent,designate%20them%20to%20do%20so. Ahmed S. Internal Auditor Food Production Used the software for: 2+ years ### "Canopy makes customer management easier by providing a way to organize customer information" July 3, 2023 4.0 Sorry our business is secret. Pros Improved practice management and time management. Cons Until Canopy improves that functionality, I still prefer to use Jetpack Workflow to manage my tasks Review Source KN Katie N. Office Administrator Accounting Used the software for: 6-12 months ### "Canopy Tax Software - excellent overall with room for some improvements" December 1, 2021 4.0 Pros Ease of use, availability & response of customer service via chatbot, document management, task management, invoicing & billing, client portal, mobile apps, time tracking Cons Reporting and analytics, lack or print feature throughout the software, payment processing (takes anywhere from 3 to 7 days for funds to hit our bank when most processors deposit overnight) Review Source VR Verified Reviewer Managing Member Accounting Used the software for: 2+ years ### "Canopy Tax Practice Management Software" December 17, 2022 5.0 My overall experience is positive, the customer support is top notch and the product development team are listening to customer and continuously bring out new and updated enhancements to the software. Pros The software is fairly easy to use and it is constantly being updated with new features. Cons There is a lack of good reports around tasks and the software is built to be a little bit generic. We would find it even more useful if there were more features implemented specifically for tracking tax return tasks. I also wish the pricing was less module based. I wish that we could have access to more features for a straight forward monthly per user fee. I also wish that we could only pay for seasonal accounts during the busy months when we have extra help that needs access. Also, it would be nice if Canopy expanded their integrations to more than just contact information. Being able to integrate with other software based on tasks would be amazing. Alternatives considered [ATOM](https://www.capterra.com/p/176137/ATOM/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Canopy Canopy was the most polished at the time and offered one of the best price points. Review Source JB Jessie B. President Accounting Used the software for: 6-12 months ### "Love Canopy, worth every penny" December 19, 2022 4.0 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](https://www.capterra.com/p/131076/BigTime/) Switched from [FileInTime (File In Time)](https://www.capterra.com/p/176073/FileInTime/)[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) To combine everything into one program Review Source AF Amanda F. Administrative Assistant Accounting Used the software for: Less than 6 months ### "Impressed Customer" November 29, 2021 5.0 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. Reason for choosing Canopy I was not employed here during the time of the switch to this system but I am so glad it was made. The return to work was much smoother than my initial experience based on using this tool. Switched from [Abacus Private Cloud](https://www.capterra.com/p/183454/Abacus-Private-Cloud/) The cost as well as the issues with timing projects and adjusting the cost of services based on the limitations in tracking work and communicating to other staff team needs. Review Source AM Austin M. Principal Accounting Used the software for: 6-12 months ### "Great product, with a price tag to match" August 10, 2022 5.0 Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied. Pros From a customer experience perspective, this is one of the best in class products. You can customize the portal login page, and I had great success training clients well into their 70s to use the client portals. Each file can be hidden or shared with the client, and for simple documents, Canopy offers a decent in-app pdf editor that doesn't share your annotations with the client. Haven't found anything aside from Engagement I liked better for document management, and Canopy is much cheaper on that front, and includes a client portal. Cons Honestly, the only dislike is price. That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of competitors (say, TaxDome). Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Canopy Canopy had a very modern interface and came in at a fraction of the price of the software I had used at a national accounting firm. I think Canopy is probably best suited for boutique firms with some existing infrastructure, rather than a one stop shop for a sole practitioner like myself. Review Source ES Erica S. Payroll Manager Accounting Used the software for: 1-2 years ### "Best Software We've Found!" January 5, 2023 5.0 I've had nothing but good experiences with Canopy. The transition and set up was pretty easy, the support has always been helpful, it's easy to use and even our clients have mentioned liking the client portal much more compared to previous software we've used. Pros It's easy to use and I love that it's continually updated and improved upon. Suggestions are actually considered and implemented which shows that they really care about providing the best product. Cons I really don't have much to complain about but one thing that would be helpful is being able to automate due dates to avoid weekends or holidays if they're on a semi-monthly schedule. Alternatives considered [BigTime](https://www.capterra.com/p/131076/BigTime/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Canopy The alternative products were just missing something we needed or were more difficult to use. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/) Canopy was just a better overall solution and saved us money not needing more than one software for document storage / file sharing and a CRM. Review Source LH Lisa H. Owner Accounting Used the software for: 2+ years ### "Canopy Review " December 7, 2021 5.0 Really great ! Pros I like have a place where clients feel safe with uploading documents that contain personal information like socials and not having to worry about hackers. I also like that clients have access to their documents even if we part ways. Having a secure and encrypted client portal is crucial to tax preparation. Cons If a client has been with another company that used Canopy and now wants to leave and to to another company who also uses Canopy, they can't without changing their email as that email is tied to the former company and they have to call to have it deleted in order to go forward with the new company. This is not always possible if they left on a bad note. The new company should be able to add and the old company would auto be deleted. Reason for choosing Canopy Never looked at other companies. Review Source DG Denise G. Office Manager-Communications Accounting Used the software for: 2+ years ### "Canopy Software" May 24, 2021 4.0 Pros We loved the Emails, Task management & calendar are all in one software. Cons Canopy DOES NOT have our states so we can't do any returns, We don't like that the clients can't both sign their signature forms if they are married. We also didn't like that In the middle of tax season we had to go back to an old software because the desktop Assistant stopped working on us. Reason for choosing Canopy We liked that in making the program it based off of other CPA, Accountants etc. We wanted thing all in one place instead of opening a bunch of software, emails & calendars. Switched from [Wix](https://www.capterra.com/p/169007/Wix/)[Slack](https://www.capterra.com/p/135003/Slack/)[Front](https://www.capterra.com/p/132901/Front/)[Revver](https://www.capterra.com/p/123400/revver/) We thought we Canopy had everything we needed in one software Review Source RP Renee P. Firm Owner Accounting Used the software for: 6-12 months ### "Canopy is Great, Even for the Small Firm" November 30, 2021 5.0 We are on top of projects and more in control of our firm than ever before. Canopy solved some major growing pains for us. Pros Canopy put everything in one place for us. The implementation was seamless and clients love it. Cons QBO integration could be adjusted to not include inactive contacts that are no longer clients. Including these clients creates too much clutter in the software. Review Source BC Brenden C. CTO Computer Software Used the software for: Less than 6 months ### "Good for document handling and signatures but..." June 7, 2024 3.0 Pros The product is able to enforce collaboration between different offices Cons Every user needs a separate licence. The customer support hasn't given a good impression. Review Source AK Ann K. CPA Financial Services Used the software for: Less than 6 months ### "New to Canopy" November 29, 2021 5.0 It took a little longer than expected to set up, but the implementation team always got back to me and helped me sort out my issues. Pros I've transferred all my tasks that I used to have on a big spreadsheet to Canopy tasks and organizing them has been so easy. I love the ability to make custom views of the tasks so I can make sure I am working on the most important things. Cons The one thing I really liked about my old document management software was that I could view the files offline on my computer. It made it so easy to work with the files. I haven't seen that with Canopy. I also liked how my tax software, Proseries, could import the tax returns directly into my old document management system, but I will be able to print them into Canopy, so it won't be too much different. Review Source KH Kimber H. Operations Manager Accounting Used the software for: 1-2 years ### "Canopy - a user-friendly and friendly-user solution" July 14, 2022 5.0 For most issues we've run into with Canopy, their internal team was able to fix the error with a very quick turnaround time or assist with producing a report on their end. Wherever they may lack in a feature, they are quick to find a solution if possible. No system is going to be 100% custom tailored with all the bells and whistles, no matter the price point. Canopy consistently delivers and does not require a lengthy training session to get new users rolling, and when time is money that's a big foot forward. Pros The Canopy team is amazing at assisting with troubleshooting issues (very quick turnaround time) and are always working on new innovations. The fact that this is not just a set it and forget it system means that Canopy is always working to be a top competitor. They have a few Beta features (namely automation) in the works currently that as an Ops Manager I am thoroughly excited to see roll out. Their staff is always a pleasure to chat with and they hold quarterly 'First Look' webinars to explain what is new with their product and where they are going next - this team is always on the go. Cons They have a few drawbacks such as the inability to send text messages (we use a third party system), lack of complex reporting (though easily created on the users end by CSV export and a little Excel wizardry), and a few other minor gruffs, but Canopy does have these on their radar (go check out the forums!) and is working on building these in over time. Review Source BB Brielle B. Chief Operations Officer Accounting Used the software for: 2+ years ### "Canopy is the Admin on our team!" June 1, 2021 5.0 we have been with Canopy for several years and starting out they did not have the features they do now. They are very responsive with feature requests and we really like the improvements they have made. Canopy is constantly improving the user environment and making a better product. Pros Canopy allowed us to grow our client base without having to add additional personnel. using canopy tasks to track where the team members are, and to take notes, and hold communications (emails) we can assist each other when answering client questions. This way clients aren't playing phone tag with one individual. The file storage with client portal allows the clients to access their documentation 24/7/365 eliminating the need to email documents back and forth. Cons Unfortunately Canopy does not sync with QuickBooks desktop. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing Canopy Canopy is specifically geared for accountants and had the features we needed for our Bookkeeping clients Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Trello really only let us track tasks. we switched for the more robust features and the client portal available in Canopy. Review Source JG Josh G. Executive Financial Services Used the software for: 2+ years ### "A fit for my business and my Clients" December 23, 2022 5.0 Canopy allows me peace of mind when working remotely with Clients who are spread out nationwide as well as globally; it doesn't hurt that I can also work from anywhere that has an internet connection. Pros Bringing Canopy into our organization was easy, with individualized invitations on a mass e-mail template sent out to Clients old and new! Cons We are still working to make use of every area that Canopy offers, so there is nothing negative to say at the present time. Switched from [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) I wanted a product that could not be hacked via social engineering of the employees of the product. Canopy fulfils this role beautifully! Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm. NH Nicole H. Manager/Owner Accounting Used the software for: Less than 6 months ### "Review of Canopy - 1 month in" November 29, 2021 5.0 I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season. Pros I love the portal and the client/entity set up. I love that everything related to my workflow is in Canopy (except the tax return). It's very nice to have everything in one system. Cons The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. There are issues when duplicate clients are created and you merge them. If the client was already linked in Canopy, that link is broken and I don't know how to recreate it. I hear that a function to sync specific clients in Canopy is coming soon and that should resolve my issue. I haven't been able to pull a transcript yet. I keep getting "Pull Failed". I'm not sure if this in an IRS issue or Canopy. Hopefully this can be resolved soon. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Canopy TaxDome didn't have the tax transcripts. Karbon looked very complicated. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[Insightly](https://www.capterra.com/p/130671/Insightly/) I wanted a system that did everything. Canopy has the CRM, task management and the document management together. The tax transcripts functionality was a big deciding factor as well. Review Source Steven R W. Director of Business Engagement Accounting Used the software for: 1-2 years ### ""The future is now!"" May 27, 2021 5.0 Saves us time with client and task tracking. No more chasing spreadsheets and lists. Pros Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files. Endless opportunities due to constant upgrades and add-ons. We are currently migrating our entire firm onto the platform and utilizing the client portal feature to exchange information and save on printing, customer requests and storage options. Most impressive is their constant interaction asking how they can improve and getting feedback on new features. Cons I really don't have any dislikes, and if something is a little clunky with a layout or usability they are usually upgrading or fixing it. I'm excited to see tax software so I guess I dislike not having it? The tax software would plug another hole and add well to the transcript and tax form resolution features. Alternatives considered [Accounting Power](https://www.capterra.com/p/143288/Accounting-Power/)[Payroll Relief](https://www.capterra.com/p/151189/Payroll-Relief/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reason for choosing Canopy Best bang for the buck and most aggresive in creating new content. Review Source RB Ronda B. Firm Administrator Accounting Used the software for: 2+ years ### "Canopy - our new best friend" December 28, 2022 4.0 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. Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm. Nishon W. CEO Accounting Used the software for: 2+ years ### "Best Project Management Software" January 5, 2023 5.0 I absolutely love this software! I could not do my day to day without it. I use it for tracking my bookkeeping, corporate compliance tracking, tax return management, e-signatures, task management, emails, calendar, and fed and state forms. Pros I love the project management aspect and the all of the templates. Recurring task and notifications. Email capability. Cons I would love to see templates for e-signature email notifications, ability to turn on and off different payment methods Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback! We're excited to hear the impact Canopy is making at your firm. MM Margaret M. Senior Associate Accounting Used the software for: 6-12 months ### "Canopy Tax" July 28, 2022 4.0 Very good experience. Tech Support has been very helpful. Our clients like the portal too. Pros Document sharing, obtaining electronic signatures is simple for us and our clients. Communication tab is also very helpful. This feature keeps communications from clients from getting siloed in individual team member's inbox. Being able to share files with clients and their other trusted advisors is also very helpful. Clients like that they can access data on their computer, their phone or their tablet. Cons Each module has a separate cost. However, to use certain features you have to have a specific module even if we aren't using all the module features. Also, access cannot currently be given to 3rd parties on a file by file and contact basis. Currently, if we allow access to a client and their advisor to the portal, all files that have access turned on in the portal allow all these parties to view. It would be nice if we could pick and choose which client/important contact has access to which folder. For example, a client would have access to all their tax returns, estimates, and source documents. Their financial advisor could have access to only the tax returns. Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) More functionality than Sharefile. Review Source KW Kailee W. TAX PRACTITIONER Accounting Used the software for: 2+ years ### "GREAT PRODUCT- Depth of Use" December 20, 2022 5.0 Record keeping is great. I will look into how I can expand use for our firm since we use primarily as a client portal with work flow management and document storage. Pros Canopy is great to use to keep client information safe and secure. With such advancements in technology, it is imperative to have a platform like this where the information can be conveniently accessed by both the users and clients, active or archived... it's just great. Cons No difficulty at all... I just wish all clients will utilize this platform... I may have to require them to do so! Reason for choosing Canopy Canopy's pricing was better for the usage necessary for our firm. Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback, Kailee GM Gretchen M. Staff accountant Accounting Used the software for: 1-2 years ### "CPA Firm review of Canopy" December 2, 2021 5.0 Pros I like the client portal because I am able to communicate with the client, request documents from the client, and share documents securely through the portal. Cons I do not like that the projects regenerate as soon as you indicate that the current project is completed. I would like to be able to specify when a recurring project regenerates. For example, I do not want a tax return project to regenerate and appear on my dashboard as something that needs to be worked on as soon as I finish the tax return project for the current year. It would not need to regenerate until the following year. Review Source Kurt S. Manager Financial Services Used the software for: 1-2 years ### "Constant Improvements" May 22, 2021 4.0 Canopy is very useful as it is, but this company seems dead set on always improving its operation & structure. At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations. Pros When my client's upload documents to the portal, Canopy lists that activity, I click on it, and I am able to take action on it right away. Cons I would like to be able to adjust the timekeeper when I start it or while it is running. Alternatives considered [DT Practice](https://www.capterra.com/p/176075/DT-Practice/) Reason for choosing Canopy Price and ease of use. Review Source JG Joshua G. Owner Accounting Used the software for: 2+ years ### "Better than Great" December 13, 2022 5.0 Canopy has helped me improve the remote part of my business, so I can serve Clients around the world, even when I am not in the US. Pros The better-than-bank security made the choice a no-brainer. Cons The instant access to files that a Client uploaded wasted precious seconds every time I accessed a Client's folder. Alternatives considered [Suralink](https://www.capterra.com/p/148032/Suralink/) Reason for choosing Canopy Better security for sensitive files. Review Source Response from Canopy December 15, 2022 We're glad you're enjoying Canopy Joshua! Thank you for your time leaving a review and we hope to continue making your practice as secure as possible for years to come! Talk to a Capterra advisor for free and get results within 15 minutes.