# Page 6 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Canopy ## Showing most helpful reviews Showing 126-150 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KH Kristin H. Owner Legal Services Used the software for: 1-2 years ### "Client Management Solution" December 8, 2021 5.0 Very easy process in signing up. Went a long time without the need for upgrade so I was able to fully try the system before buying. Pros My clients enjoy the portal and state it is very user-friendly and easy to navigate. I also enjoy the transcript service as it makes pulling new transcripts very fast. Cons I wish the software allowed for integration with Outlook. I would like to be able to send an email through Outlook and have the email automatically posted to my client's account. I use the software for case management so this is necessary to outline steps in the case so I do a lot of copy and pasting. Review Source MB Michael B. Certified Financial Planner Financial Services Used the software for: Less than 6 months ### "A great solution for organization" December 7, 2022 4.0 Customer experience is quick to respond, and is as helpful as they can be. Often the answer will be referring you to the customer request area, but when they have a solution they are quick to provide it. Pros The organization is hard to beat across softwares. The ability to bring document management, task management, and billing under one roof is hard to find elsewhere. Cons It seems to still have some growing pains, and the large list of customer requests that are still "in development show that. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Review Source SR Sharon R. Accountant/Tax Practitioner Accounting Used the software for: 2+ years ### "love this document management" December 22, 2022 4.0 great customer service Pros ease of use when saving a document and going directly to client file in canopy. Organization of files is great. Cons In the beginning, two years ago. it was difficult to set up, but works much better now. Review Source Response from Canopy December 24, 2022 Thank you for taking the time to leave this review! We appreciate your feedback, Sharon. GB Gaurav B. Agent Accounting Used the software for: 1-2 years ### "Lots of bonuses For not too many bucks" November 23, 2021 5.0 Reliable and helpful and the best software we’ve use thus far! Pros Comprehensive document storage and essential information storage that makes it easy to go back-and-forth with a client in a format that is trackable. Cons Not be able to move files around well in viewing mode so that you know what you’re moving where without having to memorize every document title. Also not having fields for cross referencing company and personal accounts so you can search names that would pertain to both sides and all relevant accounts. Review Source Danny N. Owner Used the software for: 1-2 years ### "Canopy takes the headaches out of client management by offering a way to keep client info organized." April 27, 2018 5.0 Improved practice management and time management. As well as a simple way for clients to securely share their files with me. 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, Review Source RW Rachel W. CEO Accounting Used the software for: 6-12 months ### "Everything software management for your firm!" December 7, 2021 5.0 Loving the software overall, lots of features! Love that they are making improvements all the time Pros I like that it integrates with QBO, it is easy to use and works for all our clients (Tax, Payroll & Bookkeeping) which we have had issues in the past. I love that it can be used as a Document Management Cons Email integration is a little tricky, I can't search because I have too many emails and there isn't a way to sort them easily. Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there Review Source KF Karri F. Client Services Accounting Used the software for: 1-2 years ### "Every day management of client tasks and requests" December 10, 2021 5.0 We use this software every day, all day! Managing everything we need to know for a client in one place is ideal. We assign tasks to team members, send client requests, house documents, share notes and bill all in the same software. Pros All client documents, tasks, client requests and billing are in one place. Canopy collaborates with users in developing enhancements and new features. Cons A customizable client tax organizer is to be rolled out this tax year. Can't wait to see this feature. Canopy has made steady upgrades and enhancements to features. Review Source TR Tina R. Tax Manager Accounting Used the software for: 2+ years ### "Canopy Review" December 7, 2021 5.0 Pros The ability to organize documents into folders makes it very easy to review tax returns back to source information documents from clients. It's also relatively straightforward from the client perspective to use and upload documents. Cons It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the notes and emails. Review Source LR Lora R. Owner, CPA Accounting Used the software for: 2+ years ### "Canopy Small Business" December 7, 2021 5.0 Really been worth the money. Pros I am a small business and it is working out great for my firm. Affordable. Customer service has been very good. Cons That other users can see my email if my email is integrated. This may not be an issue and longer as I have not checked it recently. Accepting payments through Canopy is too costly for me and receiving the funds too slow. I hope this improves so I don't have to pay for another service. Reason for choosing Canopy Was very impressed with it for the price. Review Source AW Al W. Enrolled Agent Accounting Used the software for: 2+ years ### "Practice Management" November 29, 2021 5.0 Overall, Canopy is a good tool for client relationship management. Using the task list is a great tool to make sure deadlines do not get overlooked. Pros Canopy makes it easy to securly share tax sensitive documents with clients. Cons Getting transcripts from the IRS using Canopy can be a challenge. Alternatives considered [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing Canopy I use Tax Help Software. Canopy made it much easier to impliment the file sharing system than the other choices. Review Source FE Franklin E. Owner Accounting Used the software for: 2+ years ### "Canopy Review" December 12, 2022 5.0 Great Product, needs a few tweaks. Pros Ease of Use, ability for clients to esign on their phone Cons If the software is on your browser, you have to start over to get it to work correctly. Reason for choosing Canopy Cost Review Source Response from Canopy December 15, 2022 Thank you for this feedback, Franklin! We are currently working on updating a few features, take a look (or request new features yourself) by signing in here: https://feedback.getcanopy.com/ RA Ralph A. President Accounting Used the software for: 2+ years ### "A CPA for Canopy" November 23, 2021 5.0 My office staff handles the mechanics - however I have been very pleased with the product and our ability to use during the tax season Pros Even my over 80 year old clients were able to 'start up' their online account and download/view/E-Sign their returns without much assistance from my office. It was that easy for them! AND a very small percentage of clients (less then 5%) had difficulty Cons You have many features we have not implemented. Time is of the essence any classes you offer during the tax season are difficult to attend. I guess more communication regarding all the product abilities. Review Source LV Licia V. Office Manager Accounting Used the software for: Less than 6 months ### "We love Canopy" December 7, 2022 5.0 Robust software with essential features that help our tax season go smoother, like client portal, electronic signatures and the awesome and easy retrieval of clients' tax transcripts. Pros Client portal, Document Management, IRS Transcripts Cons Feature missing for the Client portal, we would like to receive acknowledgement that client viewed the document we shared with them. Review Source VR Verified Reviewer Owner Financial Services Used the software for: 2+ years ### "Robust office management tool that is consistently rolling out new features and improving product." February 8, 2018 5.0 I am able to view my team and company status on a variety of indices easily. As new features roll out I have been able to reduce my reliance on other software solutions. Pros I love that is product is a one stop area for many of my daily management duties. I can see what tasks my team members have been assigned and how far along they are in the processes. Cons I would like a couple of reports to have more customization. The ability to place signature fields and check boxes on PDFs would be great. Review Source AH Amy H. Enrolled Agent Accounting Used the software for: 2+ years ### "Best Tax Account Software" January 5, 2023 5.0 I love the program as do my clients, and suggest the software to my collegues. Pros I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature. Cons Recently the request transcript tool is not working when trying to request new updated transcripts. Review Source Response from Canopy January 18, 2023 Thank you for your feedback, Jamie! We'd like to make the product as functional as possible. Make sure to contact your Customer Representative about the Transcripts feature, they should be able to troubleshoot it for you! PS Patsy S. Partner Accounting Used the software for: 2+ years ### "Critical in a World of IRS Notices" November 29, 2021 5.0 This software is absolutely critical in our Practice - especially with any OIC's, Payment Plans and Notice Resolution. Pros I like the transcript features and cannot work effectively without them. Cons Duplicates - hard to manage when system allows for duplicate names. Reason for choosing Canopy Price and Sales Team Review Source VR Verified Reviewer Director Of Marketing And Business Development Financial Services Used the software for: 2+ years ### "Canopy is to be loved." April 3, 2018 4.0 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. Review Source AC Antonietta C. Administrative Assistant Accounting Used the software for: 6-12 months ### "We all love the program! It has kept us better organized! It's so easy to use! " April 4, 2018 5.0 Canopy is easy and secure program to use to communicate with our clients. The uploading, tasks and engagement feature is used on a daily base in our office. I also, like the fact that we upload files in Canopy and make them visible or non-visible to our clients. Pros It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The visible and not visible feature for files is a great feature because they are certain documents that the client doesn't need to see but are important for internal use. The task feature keeps us organized and we know exactly the status of each client. We are still learning Canopy capabilities and features. Cons Be able to move files from one client portal to another. We numerous clients whom keep uploading to the wrong portal because they have access to their individual and entity. I spend a lot of time downloading each file, saving it to me desktop and then dragging it over to the proper client portal. Not being able to delete a task from the client portal. If two people are in the same client portal and someone deletes and uploads a document we noticed that the client portal gets all discombobulated. Being able to print from the engagement feature conversations or files that were either uploaded from the client. Review Source VR Verified Reviewer Tax Project Admin Accounting Used the software for: 6-12 months ### "Tax Resolution is now easier" November 23, 2021 5.0 Pros Tax resolution was a deal breaker for us, we have been using the IRS TDS services to pull transcripts all of our time. When we used Canopy, now the integration with the IRS helped us save so much time for pulling transcripts. Cons The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to give a complete overview on one specific project. Review Source NW Norman W. Partner Accounting Used the software for: 6-12 months ### "Canopy is useful" December 7, 2021 4.0 Pros The task management feature is useful in tracking engagements and to help plan for the workload. Cons Monitoring the number of contacts that are active can be challenging at times. There are was to identify last activity but is missing a feature where you can mark multiple clients as inactive instead of going into each one individually. This is important since the fee is based on the amount of active contacts. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Needed a more comprehensive solution to running the firm and to consolidate tax resolution cases. Review Source WG William G. Accountant Accounting Used the software for: 2+ years ### "Client Portal" January 5, 2023 5.0 Love it over all. The support team is very responsive Pros The client portal is what makes this product worth it not having to remind and follow up is a life saver Cons Sometime the software is glitchy and times out Reason for choosing Canopy It is easier to tell them what is missing and let them trouble shot it than me. Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback, William. VR Verified Reviewer CPA Accounting Used the software for: 2+ years ### "Canopy Expirience" September 9, 2022 4.0 Pros The ability to transfer documents across clients and limit access to team members by folder. Cons Setting up tasks was more complicated than it needed to be. Setting up recurring tasks was challenging and I was unable to get it to work. Review Source DM Deborah M. Head Bookkeeper Accounting Used the software for: 2+ years ### "The Accounting Department " December 19, 2022 5.0 very good Pros Ease of renaming or changing locations of documents. Cons sometimes you have to refresh to see some folders. Review Source AB Andrew B. Low Income Taxpayer Clinic Director Law Practice Used the software for: 6-12 months ### "Canopy for Low Income Taxpayer Clinics" November 29, 2021 5.0 Canopy is fine, but it is too expensive for my company. I have nothing against Canopy, and I think that it is a great product. It is just overkill for what I need, and it is draining valuable resources from actually helping low-income taxpayers. Pros I used the software to pull transcripts for clients, so I did appreciate the auto-login update. Cons The price - we have limited funds and there are other software companies that are willing to provide software to LITCs at a discount or even free. Review Source EG Elisabeth G. CEO Accounting Used the software for: 6-12 months ### "I have had an outstanding experience with Canopy!" May 30, 2018 4.0 Client satisfaction, reliable (and hopefully secure!) file-sharing. Potential to have a more efficient tax practice. I feel like i didn't have time to dive in to all feature fully during tax season, but hope to spend some time this Fall tinkering with the software. Pros Helping me organize the data and correspondence of 200+ tax clients. I got hooked by the fact that it keeps copies of all my email correspondence. But the biggest surprise was all the positive feedback I received from my clients about how easy it was to use, especially the file uploading. I had a previous product that was a complete nightmare. Around 40% of the clients who tried using it were unable to. Working on taxes brings up a lot of anxiety in people so anything I can do to make the experience smoother goes a long way. Having a reliable, user-friendly product to offer my clients feels GREAT! Cons Annual subscription fee that will likely increase as the product is continually enhanced. It's also a little hard to organize the accounts of married couples. They file a joint return so in many respects only need one account. But I like to correspond with both spouses and I haven't figured out a way to do that within one account. If I made one spouse's account inactive, it also deactivates their email address so I'm unable to correspond with them. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.