# Page 8 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Canopy ## Showing most helpful reviews Showing 176-200 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AL Andrea L. Owner Accounting Used the software for: Less than 6 months ### "Has it's place" October 27, 2022 4.0 Customer support is great. The client management module is great. I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration features, like no internal chat. Pros I love the Client Management module and the client-facing mobile app. It is very simple for our clients to use and to send us documents securely. We have had great success with client-adoption. I also like the automated client reminders. Cons OMG, it takes SO MANY clicks to accomplish anything. Pretty much everything you can do inside canopy could be streamlined by reducing at least one click. Working across multiple tasks, across multiple clients, that's a lot of clicks. Also, the firm-facing mobile app UI could be greatly improved and have better functionality. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Canopy Canopy made it easiest for my clients to provide me information in a secure way. Review Source JJ John J. owner Accounting Used the software for: 1-2 years ### "Canopy has simplified the resolution process saving me time. " May 24, 2018 4.0 This product is necessary for me on a daily basis. I benefit from many of it's features. Pros The three areas that I use the most are the 433A, OIC and quick access to transcripts. The combination of these three functions allows me to quickly evaluate a clients resolution options. This also creates for me an overview allowing me to better focus on what I need to so that I can more quickly get a handle on the problem and address it with both the IRS and the client. Cons When I first learned about Canopy my understanding was that they were specializing in "tax resolution" and concentrating on that area. It appears that they are now broadening their market. I understand why they would want to do this but often newer businesses start to expand or move away from what they did best and water down or slow developing their original product. I fear that Canopy is doing just that and there original product will suffer. Review Source KB Kyra B. Manager Accounting Used the software for: 1-2 years ### "Review" December 2, 2021 4.0 Pros The task list quickly shows what needs to get done. The filtering is great. Cons The program is designed to manage tax resolution cases. Most of my tasks are not related to tax resolution. The tax resolution design makes non-resolution cases overly complicated. Review Source RT Robbie T. Operations Manager Accounting Used the software for: Less than 6 months ### "Productivity enhancement" November 29, 2021 5.0 Pros Canopy helps streamline communications and sending files back and forth. With the ability to create a task from an email, attach files to streamline start time on a project. I also like the various tabs to track a client and work done for them. Cons The software has the ability to change rapidly with enhancements and I've seen a few while using. In todays time, payroll requirements are constantly changing causing companies to track sick time, etc. I can see an improvement in this area. Review Source VR Verified Reviewer Owner Financial Services Used the software for: 6-12 months ### "There is no customer service" July 28, 2021 2.0 Poor customer service. Pros I am disappointed that I have spent 7 months trying to correct a billing error. I have literally made at least 10 calls, emails and left messages and I still do not have a response. Cons Customer service always says leaves a message and then never calls back. Reason for choosing Canopy It was a good presentation but execution is poor. Review Source VR Verified Reviewer Owner Accounting Used the software for: 1-2 years ### "IRS transcripts at the push of a button!!" September 29, 2020 5.0 Canopy is always upgrading and improving their software based on constant user feedback. Pros I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use. Cons There's really nothing to dislike about this software. It does what it says it will do and it saves me time. Switched from [PitBullTax](https://www.capterra.com/p/163644/PitBullTax/) Canopy is a more robust product. Review Source Stephanie A. Enrolled Agent Used the software for: 1-2 years ### "Canopy has saved me hours upon hours in time. Efficiency ! " June 29, 2018 5.0 Pros I like to ease of use, new features come quickly/consistently, always customer support, the free education credits and (my favorite) analytics tool. Cons Back and forth sequence of clicks between viewing transcripts and engagement. It seems to be almost a minute or so. Review Source GT Gavin T. CPA Accounting Used the software for: Less than 6 months ### "Great for midsized companies" December 2, 2022 4.0 Overall Canopy has been a great solution for our company. Moving from desktop software to a web solution has made everything more accessible. Pros Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work. Cons The main area Canopy is currently lacking is support for multiple offices or teams. We have 4 different offices and need to be able to allocate clients and tasks between those offices. Currently, Canopy doesn't offer a native solution for this. Review Source MJ Mike J. Tax Manager Accounting Used the software for: 1-2 years ### "Canopy Tax" December 19, 2022 5.0 Helpful that clients can directly upload files and have access to files Pros Easy for us to use and for clients to use Cons ability of customization of task management Review Source JT Jospeh T. owner Accounting Used the software for: 2+ years ### "Great product" November 23, 2021 5.0 game changer Pros very easy. Its my go to in the morning noon and night. Any questions I need to answer about a client are answered right at my finger tips with this product Cons the Notes needs to be better for pasting emails Review Source BM Brittany M. Tax Administrative Manager Accounting Used the software for: 2+ years ### "Harmony Group, Inc. " January 5, 2023 5.0 Overall great experience. Pros Client document sharing, client reminders, and client request features Cons Sometimes it is not the easiest to navigate Review Source Response from Canopy January 18, 2023 Thank you for taking the time to leave this review! We appreciate your feedback, Brittany JJ Jessica J. CEO Accounting Used the software for: I used a free trial ### "Such a great option if you have the budget" December 7, 2021 5.0 I did the free trial and it was so nice to have all those features, but if you want to have access to everything you need to take out your wallet and pay a lot. Pros It's so easy to use, the interface is so slick and powerfull. Cons The price point is not for small tax practices just starting to build their portfolio on tax resolution Alternatives considered [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[ATOM](https://www.capterra.com/p/176137/ATOM/) Reason for choosing Canopy Its the top of the top in office management and tax resolution management but you're limited to the basic functions if your clientele is under 200 and after that you have to pay a high price. Review Source EL Ellen L. accountant Accounting Used the software for: 6-12 months ### "I really have loved bringing the practice to Canopy. " March 2, 2018 4.0 Client portal, shared communications, all client info in one easy to use place. Pros I love the communication feature that connects everyone's correspondence with all clients. That has deemed to be more useful than I originally thought. Also, being able to store information on all of our clients in one easy to use place has been great. The client portal is amazing and easy to use. Cons When trying to complete things it will often have apologetic issues, like "sorry we are having trouble at the moment". Tasks should work more like engagements. Also, the alphabetic order of things is not exactly alphabetic and no one can seem to make sense of that for me but as our cient list grew the search tool is now the go-to for finding clients so it doesn't cause much of a hassle it is just a little odd. Review Source FD Frederick D. Managing Partner Accounting Used the software for: Less than 6 months ### "Canopy Tax Management Success" December 7, 2021 5.0 We implemented Canopy Tax in late summer 2021 and we were up and running within a day, after importing all client from our previous software. That was a very seamless import process. Pros Canopy Tax brings together multiple applications from our previous systems. W log into one system for all client related activities; client management, due date tracking, document management, client portal, and invoicing and payment processing. Cons Canopy Tax foundation is solid. Always open to suggestions from user on how to make their product better by adding new options and features to meet their client's needs. Reason for choosing Canopy We reviewed other solutions but none that meet all our needs in one solution. Review Source MB Marcy B. Manager Law Practice Used the software for: 2+ years ### "Had the software for a few years it manages our whole practice. " April 27, 2018 5.0 practice managment Pros Does many things very well. Love the e-sign option. Love the enhanced search by phone and email, billing has been very helpful, wonderful team, love this is cloud based. Cons Canopy undertakes a huge responsibility in providing so much for its users. However, there is some room for improvement. The transcripts are not reliable; the email feature doens't always stay connected and isn't reliable,mobile usage is hard for practitioner and client. Many things have been greatly improved upon. I would love to be able to brand my invoices with color and logo. How can we get clien'ts to sign in sometimes they never sign in and that a shame. Review Source Louise H. Owner Used the software for: 6-12 months ### "The people at Canopy and their products have been phenomenal to work with. " May 29, 2018 4.0 better client management and organization less time looking for client correspondence better "to do" lists easier form filling fantastic customer support a new job Pros I like the ease of integration between things, especially with the Firm Management and client management modules. Cons They are not quite working with iPads or other iOS yet. That would be very helpful to me and my clients. Review Source VR Verified Reviewer Enrolled Agent Used the software for: 1-2 years ### "Canopy is flexible and user friendly. Great for practice management and CRM for other areas." March 26, 2018 4.0 Better organization and tracking of information in the same area. This is a great time saver especially when dealing with sensitive data and updating efficiently as things need to change. Pros I like the syncing of email communications which makes keeping track of information in same area even better. Cons The main contact screen where clients and prospects are listed is limited. When scrolling toward bottom of the list (i.e., after R's, I have to click "more clients" to reveal remaining clients). When returning to the upper part of list (i.e. A's) it returns back to limited view. Review Source VE Virginia E. Staff Accountant Accounting Used the software for: 6-12 months ### "It does what we need it to do" November 23, 2021 4.0 Pros The billing feature is great. Our clients really like the e-signature and online payment option Cons The search feature needs some work. Also some reports we would like to see are not an option. Review Source Terry H. Owner Used the software for: 1-2 years ### "very helpful in pulling information for client support" March 24, 2018 4.0 The ability to extract and retain information related to client tax information for multiple years in one concise manner. Pros Convenience of extracting info from IRS website in a concise manner and the ability to see a lot of information as once Cons very expensive for the value received and seems limited in its functionality for the price. It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared. No phone calls, just pop up messages. Very lazy marketing strategy. Review Source RH Robert H. Director Tax Controversy Accounting Used the software for: 2+ years ### "Tax Resolution Software " November 29, 2021 4.0 Pros In the beginning, Canopy was a tax resolution software. The survey option to send to the clients for their financial summary was very helpful to construct a resolution for their tax problems. Cons The company evolved into a tax management software. I don't need those functions. I need a tax resolution software only. The software was cost prohibitive forcing us to purchase features we don't use. (practice management) Switched from [PitBullTax](https://www.capterra.com/p/163644/PitBullTax/) Cost Review Source PS Para S. Client Services Team Manager Accounting Used the software for: 1-2 years ### "Excellent Product" December 7, 2022 5.0 Love it! Pros Quick and Efficient in getting transcripts. Cons There are a lot of days that it doesn't work. Review Source SS Shelley S. Executive Administrative Assistant Accounting Used the software for: Less than 6 months ### "All in One Place" December 8, 2021 4.0 We are new with Canopy, however we are excited to be able to have multiple software needs under one roof. Pros Its presence is on the cloud and can be accessed remotely with ease. No need to purchase multiple software programs to do what Canopy has to offer all in one place. Wonderful support in transferring your data from different software programs Cons Learning a new software program and working through a different pattern of thinking is always challenging. Switched from [Revver](https://www.capterra.com/p/123400/revver/) Canopy was rated to have a higher level of software stability. Review Source PW Phillipa W. Owner Financial Services Used the software for: 6-12 months ### "WFS - Canopy" February 26, 2019 5.0 I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go. I find that it has saved me some time. Pros I have a great deal of clientele that cannot come to my office, because of their location or timing. So Ihae use the e-signature and i has helped me considerably to get the signatures that I need. Cons When I set up Canopy on my side, I set folders. I think that it would be great that the client gets it as a folder as well so that they do not have to scroll through all the forms that are sent. I find that I have to label each form by date. It would be better If I can send them a file labeled by year. Review Source JP Jon P. Managing Director Accounting Used the software for: 2+ years ### "Great Experience" December 7, 2022 5.0 Pros We like the variety of features Canopy offers and the continuous innovation. Cons Sorting the emails within a client file would be very helpful Reason for choosing Canopy Canopy fit our overall needs better than other programs we considered. Review Source vA victor A. President Used the software for: 1-2 years ### "Canopy is user friendly, robust, and agile. I love it. " April 6, 2018 5.0 Pros The CRM component lets you take notes, update client work papers. The software also make it easy for clients to upload documents and files. Pulling clients transcripts is also a plus. This cuts out a lot of phone time waiting for the IRS to respond. Overall, it is a very good product. Cons I really don't have a con. This software is exceptional. I would like for some of the subject matter expect be a better t more knowledgeable in IRS procedures. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.