# Page 5 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Canopy ## Showing most helpful reviews Showing 101-125 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Enrolled Agent Accounting Used the software for: 2+ years ### "Terrible!" June 18, 2021 1.0 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. Review Source NP Nicole P. Head of Bookkeeping Accounting Used the software for: 6-12 months ### "My critic on a CRM System that I believe in." November 29, 2021 4.0 There are a few things that can be better, but overall a great product. Pros As a person that needs everything organized, I am happy to see that Canopy fulfills my OCD. Cons Takes a too long for the requested changes to take place. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Canopy We have employees of all ages and needed a CRM system that is user friendly for all ages. Review Source SB Sandeep B. CPA Firm Owner/Sole Proprietor Accounting Used the software for: 2+ years ### "Perfect Solution for CPAs" January 4, 2023 5.0 Fantastic -- my workflow, project/task management, document retrieval/editing/sharing etc. Pros Frankly, I purchased Canopy in November of 2019 when I opened up my practice in my home office, and didn't have a full grasp of it as the pandemic hit. 3+ years later - with much of the transition in the last few months - I can't imagine my practice without Canopy. The interface is super user-friendly, there are many options providing the user with a more personalized approach. Cons Sometimes certain shortcuts aren't available, or the desktop software errors etc. but it's small things and so far I've managed fine; needless to say Canopy is continuously improving so (not a con) once the "Print" or "Save" option directly to Canopy was available and my contacts were set integrated with emails etc. it's been a breeze. Review Source Response from Canopy January 18, 2023 We're so happy to hear that Canopy has helped you launch your in-home practice! We are always striving to improve and are glad to hear we're going in the right direction. Thanks for being a Canopy user, Sandeep! VR Verified Reviewer Owner Accounting Used the software for: 1-2 years ### "Great Fit For Small Tax Practice" January 10, 2023 5.0 Pros It covers all the features I need from my client-facing tech stack in one platform. I can share/receive files, send e-sign requests, manage work, send invoices, receive payments, and pull IRS transcripts all in Canopy. Support has also been very responsive to me and has helped me with all my questions. Cons It is an evolving and growing platform that comes with occasional bugs and changes to the user experience. 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. LC Larry C. Accounting Supervisor Accounting Used the software for: 1-2 years ### "This product is a value proposition!" December 6, 2021 5.0 We switched from another product and have been delighted that we did. Canopy is easy to use, mostly intuitive, and easily customizable. It has allowed us to review budgets and save on payroll costs. Pros Task management. It allows us to stay on schedule and complete tasks in a timely manner or allows management to review where tasks are "stuck" and why. Cons LISTS! I can create customized lists, but I can't download the customized list. That's maddening. Review Source DV Daniel V. Attorney Legal Services Used the software for: 1-2 years ### "Good software, but confusing pricing" July 20, 2022 4.0 Pros Canopy's client portal is very easy to use, and I received many compliments from clients on its user-friendliness. Time tracking and invoicing was simple and straightforward. I am a solo practitioner, so I'm not sure how it works for multi-user organizations, but for my practice it did the job well. Cons My biggest complaint with Canopy has do do with pricing. It seems like they completely overhaul their pricing structure every six months--not just raising rates, but changing how the pricing is calculated and how features are accounted for. It just got too much to track and too expensive relative to other software providers. Also, as a law firm I ended up needing an invoicing system that could manage trust accounting to stay bar compliant. Review Source NC Nikolas C. Lead Accountant Accounting Used the software for: 1-2 years ### "Canopy was and is a game changer for our firm." December 16, 2022 5.0 It has been great overall in both the product experience and customer service Pros It has combined our client contact lists, document manager, communications, and has a place for consolidated requests. They are constantly making Canopy better by adding new features and improving current ones Cons I would like to see different ways to view task managements and work flow. Having a swim lane option would make it easier to see what tasks there are and at what stage they are in. Review Source AR Aimee R. Owner Accounting Used the software for: 1-2 years ### "Great software - even for those in a solo practice. " December 19, 2022 5.0 I have tired other softwares and this one has been a great fit and easy to adopt. Pros The document storage and communication tools. Cons A little pricey for all the bells and whistles. Reason for choosing Canopy I continue to stick with Canopy as I like the ease of use and the features it offers. Switched from [Mango](https://www.capterra.com/p/127199/HSEQ-Compliance-Software/) The other software didn't deliver Review Source Response from Canopy December 20, 2022 Thank you for taking the time to leave this review! We appreciate your feedback, Aimee. JK Josie K. Enrolled Agent Accounting Used the software for: 2+ years ### "Disappointed" December 6, 2021 2.0 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. Review Source CP Christine P. Office Manager Accounting Used the software for: 6-12 months ### "I’d recommend" December 8, 2022 5.0 Very positive Pros We have Canopy for our three office accounting firm. The implementation team has been helpful, getting us set up. With thousands of users, this has been a commitment, but we’ll worth it once we get it up and running Cons Some of the sort features are limiting if you are working with multiple offices. They are working on that. Reason for choosing Canopy TR is too chunky to use Review Source AE Amiee E. Senior Tax Manager Accounting Used the software for: 2+ years ### "Put All Of Your Practice Managements Tasks Under This Canopy" December 8, 2022 5.0 My overall experience with Canopy has been extremely positive. Pros Easy to implement and use. Our clients love it! Cons The tax organizers are not very robust and cannot be customized. Alternatives considered [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Reason for choosing Canopy Ease of use and price. Switched from [Fixed Assets CS](https://www.capterra.com/p/80494/Fixed-Assets-CS/) Product lacked innovation and was difficult to use. Review Source PG Priya G. Controller Accounting Used the software for: 2+ years ### "Canopy" December 7, 2022 4.0 Overall a good and reliable product Pros Easy to use and use freindiliness. it has a client facing feature. Cons it is very preliminary. it can grow from basic to more sophisticated for mid tier firms. Alternatives considered [BILL Accounts Payable & Receivable](https://www.capterra.com/p/166559/BILL/) Reason for choosing Canopy client facing feature and ease of use. Review Source VK Vexilla K. Managing partners Accounting Used the software for: Less than 6 months ### "Very pleased with switching" November 22, 2022 5.0 Overall I am very pleased with Canopy and their customer service. Pros I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it. Cons I would like to see more restrictions to users. It would also be beneficial to automate some IRS forms. However, I must say that anytime I have contacted TaxDome for a feature that's not available, they offer alternatives. They also have a program where users can request a feature. Switched from [Canopy](https://www.capterra.com/p/205679/Canopy/) Canopy did not work at all. After a month of back and forth, no one was able to resolve our issues. The worse part, when I called for a refund, the supervisor said she saw no record of our company having any issues. I had high hopes but was left disappointed instead. Review Source Response from Canopy December 15, 2022 Thank you for your feedback, Vexilla! We appreciate you using Canopy. We also just want to note that we do have a customer request forum! If you'd like to request an update or a new feature, or track a timeline for an upcoming feature request. Just sign in here https://feedback.getcanopy.com/ JP Jamie P. Bookkeeper Accounting Used the software for: 1-2 years ### "Great, easy and convenient for all of our needs." December 19, 2022 5.0 Awesome Pros File sharing and ease of uploading from anywhere. Cons Time tracker is my least favorite as it's hard to remember to turn it off sometimes. Review Source Response from Canopy December 20, 2022 Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Send us your input about the time tracker here: https://feedback.getcanopy.com/ SK Saliya K. Managing Member Accounting Used the software for: Less than 6 months ### "Why do you need Canopy?" January 5, 2023 5.0 Fantastic product! Pros Most important features are user friendly and easy to share within the own files, company team files and clients' files.When we are importing new zip files with multiple folders, I don't need to create new folders, file names etc. on my Canopy software create and save file where I need to store it. Cons When the client sharing folder has more documents, I noticed the speed has come down a little slower than normal. Reason for choosing Canopy Best user-friendly product. Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback and we're excited to hear the impact Canopy is making at your firm. MM Marshall M. EA Legal Services Used the software for: 2+ years ### "EA Support" December 15, 2022 4.0 I love it Pros Ease of use make it so it does not take alot of time to set up and follow Cons Not always designed to assist tax resolution out side norm Alternatives considered [PitBullTax](https://www.capterra.com/p/163644/PitBullTax/)[IRS Solutions Software](https://www.capterra.com/p/176134/IRS-Solutions-Software/) Reason for choosing Canopy Ease and price Review Source DA Deniz A. Software Engineer Computer Software Used the software for: 1-2 years ### "Solve many jobs in a short time with Canopy..." November 30, 2022 4.0 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. Review Source Response from Canopy December 15, 2022 Thank you for this amazing feedback, Deniz! DB David B. Owner/Manager Accounting Used the software for: Less than 6 months ### "CPA review" November 24, 2021 4.0 Biggest benefit is the tax transcripts download ability. Once a POA is processed, I can get 10 years worth of every type of transcript and summary reports. Saves hours on the phone with the IRS. Pros I absolutely love the ability to pull transcripts. It has changed how we do business. I was using multiple platforms before Canopy. I love having a CRM tool that actually works and saves me time. Cons Moving actual data files has been an extremely slow process and has consumed many days of work. I wish there could be a way to directly scan a document into Canopy rather than uploading it. Reason for choosing Canopy I interviewed several people using various types of CRM. The tax resolution ability is why I decided to purchase and have been well pleased. Review Source RV Ronald V. CPA President Accounting Used the software for: 2+ years ### "Canopy is a Power for My Business" December 2, 2021 5.0 Solving fast paced production needs, particularly against short deadlines. Pros The client portal system allows for high level encryption and immediate availability of necessary documents with particular emphasis on Transcript retrieval - wonderful to work with on source document retention and back checking transcripts to ensure accuracy in reports/returns. Cons The documents needs to be searched chronologically and does not allow separate folders for organization. Review Source SS Stephen S. CEO Accounting Used the software for: 6-12 months ### "Good Practice Management Software" December 22, 2022 4.0 Overall good experience Pros It is cohesive and has a client portal; Tames chaos Cons It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention Reason for choosing Canopy Better product Review Source Response from Canopy December 24, 2022 Thank you for taking the time to leave this review! We appreciate your feedback, Stephen. AH Anne-Marie H. CPA Accounting Used the software for: 1-2 years ### "Canopy - Firm Saving" May 21, 2021 5.0 Love Canopy! Decreases the time I am spending on administrative task. Pros Canopy allowed us to flex during the pandemic by offering our clients an easy client portal to use. The clients were able to share their documents for tax preparation. Our firm was then able to upload tax returns for their review. And the e-sign function for the 8879 was amazing. My favorite part is the transcript function to pull clients data from IRS. The transcript report package a professional document to provide to the client that is branded to our firm. Cons Haven't discovered any cons with the package. They seem to always be one step ahead of my needs. Review Source SR Shellsea R. CPA Accounting Used the software for: 1-2 years ### "Canopy is Great" December 8, 2022 5.0 very satisfied as this has added a lot of value to our company very quickly. Pros Document storage and sharing is easy as clicking on button. clients being able to pay online and having the ability to track time and easily add it to an invoice is very important to us. Cons There are a lot of features that could be added to make the software much better for us and working with the support team they say that features will be added however its been over a year an none of the features we need have been added. fingers crossed. Reason for choosing Canopy because it was in the tax realm and had a lot of features that we could add on if needed in the future in the accounting world. Review Source MB Mark B. Business Services Director Financial Services Used the software for: 6-12 months ### "Outstanding software that keeps getting better and better!" March 9, 2018 5.0 It's an excellent client database and portal. Pros Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Clients love that they have 24/7 access to their files. We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable. Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy! Absolutely can't imagine not having this software. Cons There are only a few minor issues that I know Canopy will fix as they learn from their customers. I can make suggestions and I know that they will address these requests in future versions of the software: 1. Mobile Access is not perfect. An app would be great. Some screens just don't show up on my iPhone. 2. Tasks take way too long to create. I think it could be easier to create tasks. 3. Inability to print notes 4. Search engine is limited. It would be better to be able to search for partial names. Currently you need to really know the name of the person you are looking for. I have a business client who I can't search for the name of his business or DBA. Review Source EA Emily A. Tax Accounting Assistant Accounting Used the software for: 1-2 years ### "We Love Canopy" November 29, 2021 5.0 We have been able to keep a better log of client data and have been able to delegate tasks with greater ease than before. We love Canopy and love that they continue to improve their software with new integrations and functions every quarter. Pros We love Canopy for its document storage capabilities, time tracking, and task management properties. We use it every hour of our workdays and are able to access the software from home. Cons We would to see Canopy integrate a texting feature into their software - it is a critical need for our firm Review Source JO John O. CEO Accounting Used the software for: 1-2 years ### "Showed some early promise but now payments are a disaster" May 16, 2023 2.0 From 2021 to now it's been satisfactory but I've been impatient with the limited API functions. From May 2023 its been horrible after the payment processor switch to Ayden. Stay away! Pros The ease at which my clients were able to upload and send me documents Cons Their payments used to be with Paysafe and it was okay but they recently moved to Ayden and it's been a nightmare. We can't add new payments, can't run old payments and we now don't see decline codes. There's no transparency any longer with CC or ACH ledgers and our business has become a nightmare collecting payments from our clients. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.