# Page 7 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Canopy ## Showing most helpful reviews Showing 151-175 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Julie L. Accountant Representing Used the software for: 1-2 years ### "As a tax professional with various types of clients I love it all in one place" April 10, 2018 5.0 Having a secure portal and most of my client tax information in one place. Pros The creators and tech support of this program are responsive to the end users requests and the site is updated, the tech support amazing, and until they get a feature installed, will help you with a work around to use in the mean time. Cons That I cannot print lists easily, that clients cannot fill out their own portal information, and most importantly, that I cannot due my clients regular income taxes here thereby having all the important information saved in place. Review Source FMC Frank Mario C. CPA Accounting Used the software for: 1-2 years ### "Canopy Excellent Platform for Client Management" December 20, 2022 5.0 Canopy is easy to set-up, use, assignment of users and excellent client portal access. Pros Ease of use, implementation, excellent client portal. Available online on the internet. Cons Lack of tax calendar. Makes the tracking process difficult and highly manual in nature. Reason for choosing Canopy Robust index algorithm. Review Source DD Diana D. Owner Accounting Used the software for: 2+ years ### "Canopy is amazing and must have!!" December 2, 2020 5.0 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 Review Source Response from Canopy February 1, 2021 Hey Diana, We are excited that you love the product. We love hearing from our customers. TR Tyler R. associate Wholesale Used the software for: 6-12 months ### "Change for the Better!" June 11, 2022 5.0 My experience with Canopy is amazing I will never leave and i will invite all my friends and family Pros The thing that i liked the most about the software was that it was easy to use and it was also inexpensive. Cons I wish I could use more charts in the software but besides that it is amazing Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) I wanted to find something different and Canopy has been my number 1. Review Source MG Mark G. CPA Accounting Used the software for: 2+ years ### "Canopy helps our company stay organized. " November 23, 2021 4.0 Pros Communication tab, organization of tasks. Cons We would like to be able to integrate ability to update worksheets/ documents in internal files, just like you would in sheets or docs (if you want to edit, you have to do so outside of Canopy and re-upload. We would like to be able to quote in the system. Reason for choosing Canopy CRM abilities, task management, ease of organization. Switched from [Slack](https://www.capterra.com/p/135003/Slack/) Capabilities Review Source John B. President Used the software for: 1-2 years ### "Great product extraordinary customer support!" May 30, 2018 5.0 In it's fully developed form this product would be second to none! At the moment we use the product primarily for form population and transcript reports. Pros Integrated Form population - detailed client survey - transcript reports - assistant for innocent spouse and penalty abatement Cons no chronological record per client to record calls and history of actions taken - no integrated calendar per user per client integrated to a record showing actions taken - email is not very functional or user-friendly at this point. Review Source AK Aleem K. Enrolled Agent Accounting Used the software for: 2+ years ### "Pretty good, but constantly getting better!" December 9, 2022 4.0 Pros Canopy's technical and customer support teams are why I keep using this product - they innovate and constantly add features and refine the product to make it easier to use, more robust, and feature-rich. Cons Invoicing and billing is limited for what I'd consider my needs are. I'd also love the ability to sort the contact list by custom fields Review Source JS Jay S. Tax Practioner Accounting Used the software for: 2+ years ### "Canopy" May 26, 2021 5.0 Best Software compared ot its Peers. Pros This Software makes my Firm efficient and I cannot see running my practice without this software. Cons Software has trouble reading some MAC Files. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Canopy Ease of Use and Customization Options. Review Source Chris T. President Financial Services Used the software for: 1-2 years ### "Makes dealing with the IRS much easier! " April 4, 2018 5.0 Organization in tax resolution Pros This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients. Cons Not so much a con, as much as anticipation for all the new options that are coming. They promised state forms when I bought and they delivered. I know when they say new options will be available, they will be delivered. Great upstart! Review Source MJ McKinley J. Managing Member Used the software for: 1-2 years ### "I have had a good experience using Canopy. The website functionality has been very good." April 5, 2018 4.0 Pros I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms. Additionally, I like the ability to make changes without having to reproduce documents. The link that can be sent directly to clients for data input has been very helpful. Having tax transcripts that are readily accessible on my desktop is a very important feature. Cons I think that the software should include a feature that will allow you download transcripts overnight. I think the software would be enhanced if some of the additional features that follow are included in the software: Case Diagnostics, Fee Calculator, Searchable IRS Manual and IRS Contact List. It would be very helpful if other users within the same office could utilize Canopy at some add on rate or multiple user environment. Some of the tax resolution practitioners are part of small office environments. It would be good to have a product that could better fit the needs of the smaller office environments. T Review Source mR marc R. CEO Accounting Used the software for: 1-2 years ### "Grang Bang for the Buck" September 27, 2023 5.0 Pros I love that Canopy had the ability to help me route my tasks properly and productively. I also LOVE that there is a firm facing iOS app. It helped me be portable! Cons My biggest issue with Canopy was the KBA and not being able to customize certain aspects of the recurring projects. Review Source KB Karen B. Tax Partner Accounting Used the software for: 1-2 years ### "Great program!" December 6, 2021 4.0 Pros Easy to use and I really like the secure portal. Cons Tracking projects/time deadlines could be better. Review Source WWR Walter Wilson R. Selección Libraries Used the software for: I used a free trial ### "Dospy pone todo en su lugar " March 15, 2023 5.0 Me gusta que este en la nuve para la comunicación con mis clientes Me gusta que me mantenga actualizado las fechas la la comunicación y tener seguimiento con los clientes . Pros Tener una organización en todos los movimientos contables. Para tener a los trabajadores y clientes al tanto de sus obligaciones. Cons Por los buenos resultados .No tengo malas experiencias. Reason for choosing Canopy Necesitamos organizar nuestra continuidad Review Source RP Rui P. Senior Tax Advisor Accounting Used the software for: 2+ years ### "Love the interface & ease of use" June 4, 2021 5.0 Overall positive as interface with client support in a timely fashion and actually helped suggest certain features of software Pros Clean & intuitive interface. Loved the navigation & how information was presented. Cons Missing certain fields of information that would make it stellar Review Source TT Tino T. Accountant Accounting Used the software for: 1-2 years ### "Great product for accounting firms" December 20, 2021 5.0 Great product and great overall service Pros The ability to connect with clients and the ability to efficiently share documents with clients. Cons Customer service response time can be slow at times Reason for choosing Canopy Has everything our firm needs Review Source Bernadette S. Director of Taxation Used the software for: 1-2 years ### "Canopy is extremely functional having secure portal, workflow & tax controversy resolution abilities" April 30, 2018 5.0 Pros The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently. Cons Cannot identify a spouse as an interested party - which is helpful with kids' portal when the entire family has to file separate returns. Review Source MMR Md Mohiminur R. Manager Marketing and Advertising Used the software for: 1-2 years ### "Great tool for smooth relationship with Clients." July 19, 2023 5.0 Pros Falling in love its user friendly interface and allow me to keep professional with various types of customers. Employee's also love canopy cause they fill safe and secure sharing their views and opinions the platform. Cons No existing offline solution for my employers. Rest all are doing great. Review Source JF Jayme F. Secretary Financial Services Used the software for: 6-12 months ### "Works wonderful " December 22, 2022 4.0 Over all it did help us get out many returns and have satisfied clients who liked being digital. Pros It has been helpful in taking accountability and keeping all documents in one place. Cons That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and how many we still needed. As well having a hard time with digital signatures, clients were not able to get past the security questions which was odd. Review Source VR Verified Reviewer Client Services/Paralegal Legal Services Used the software for: 1-2 years ### "Great tool for managing client tasks" May 3, 2018 5.0 Pros I like being able to assign tasks and monitor them. I like how easy it is to use for our clients. They have very little trouble navigating the site. Cons There are not a lot of things that I don't like about the software. Sometimes, this is not a frequent event, it doesn't allow me to edit an existing invoice, but once I refresh, the issue is taken care of. Review Source VR Verified Reviewer Project Manager Construction Used the software for: 2+ years ### "Great, easy to use software!" April 24, 2021 5.0 Pros The software is very easy to use and end user friendly. Cons Nothing so far. This has been a great tool. Review Source PJ Paul J. Accountant Accounting Used the software for: 2+ years ### "Solid Product" December 19, 2022 5.0 Pros I love the file sharing, and document storage solution the best. Cons I wish it had a direct integration with Finder, or a direct sync to the computer. Instead, we just have to upload and then download files. Review Source MG Michael G. Pres Accounting Used the software for: 1-2 years ### "Canopy" December 1, 2021 5.0 Good experience Pros Ease of use and implementation useful reports Cons Could be more fun to use with additional features. Review Source KP Katrina P. Tax Preparer Accounting Used the software for: Less than 6 months ### "Must Have " December 8, 2022 5.0 Great! Pros what I like most about Canopy is its ease of use. Cons Some features are an overkill as far as the correspondence. Review Source ARNEZ H. President Used the software for: 1-2 years ### "Time saver" March 3, 2018 4.0 Pros I use this product to communicate with clients, organize files, manage time. Great for client to go to their portal and access files without having to communicate with my company Cons The mobile compatibility not efficient. No app. Mobile and iPod web is not ease to use. Needs to be more convenient for my clients and myself on the go. Review Source CDM Christian D M. Owner Financial Services Used the software for: 1-2 years ### "Love it! " December 7, 2022 5.0 Love canopy! The Chat for customer service is amazing too! Pros The ease! Having everything in one place. If you have canopy you will avoid having to pay for other services. Cons The price can be a little high. I would like better reports. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.