# Page 9 | Canopy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Canopy ## Showing most helpful reviews Showing 201-225 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Director Management Consulting Used the software for: Less than 6 months ### "Sold a False Bill of Goods" October 4, 2018 2.0 After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning. Pros auto reminders, client portal, bulk email, transcripts Cons horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent. Review Source Response from Canopy October 23, 2018 Hello, we're sorry to hear that your experience hasn't been what you expected it to be so far. However, we'd love to help you make the most of your investment in Canopy. We offer a library of help articles here: https://canopytax.zendesk.com/hc/en-us, and if we could get your name, your Customer Success Manager would be happy to reach out as soon as possible. AL Alex L. Owner Accounting Used the software for: Less than 6 months ### "Canopy is okay" November 29, 2021 3.0 Pros It is easy to enter the time tracking which is the main reason we got this service. Cons Running reports for time entries is difficult. Unless you are going to invoice the client, it is very hard to see how much time has been spent on each client 'WIP'. Once you are in the reports section, you cannot do any sorting/filters unless you export the entire report. Review Source IM Iluminada M. Tax Preparer Accounting Used the software for: 1-2 years ### "Excellent Program " December 13, 2021 5.0 It has been great for my company and Agents Pros Easy to use very convenient and very easy to understand Cons There is one thing and that is maybe if the downloads were automatic from one program to the other it would be convenient Reason for choosing Canopy I like how the program works and how easy it is to get around the program Review Source LJ Latoya J. Owner Accounting Used the software for: Less than 6 months ### "Price" August 19, 2022 5.0 I would have kept using the software if it was within my price range Pros Canopy overall is an excellent software, and easy to use. Cons It is very expensive, and not affordable for the smaller firms Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Canopy Canopy was overall better. Review Source mC melanie C. CPA Accounting Used the software for: 6-12 months ### "Powerful tax tool" May 11, 2018 5.0 It is such a robust program. It combines a number of other software programs into one and then some. I love being able to see where I left off on a particular client request. It keeps me organized and provides great documetation. I am also going to be using the transcript service once I figure it out. And I suspect that I will be purchasing the audit resolution package soon too. Many benefits to using this software. Pros It is project oriented, easy to learn,and meets many relevant needs as a tax professional. It is also constantly evolving. Cons I can't find a fault. It is great and I highly recommend its use as a tax professional. Initially phone support was limited but that has since changed. I have been able to get live assistance every time I have called in the past 6 months or so and they are very helpful and professional. Review Source VR Verified Reviewer Enrolled Agent (Tax Preparation) Used the software for: 1-2 years ### "EASY TO USE, BUT LACKS SOME FEATURES LISTED BELOW" January 11, 2018 4.0 Pros MODERN DESIGN, EASY-TO-USE, CLOUD-BASED SOFTWARE, BRANDING, TEMPLATE LETTERS FOR GENERIC IRS RESPONSE LETTERS, GREAT WEBSITE AND LAYOUT Cons THERE WERE A FEW TOO MANY SALESMAN PUSHING THE PRODUCT TOO AGGRESSIVELY BEFORE I HAD TIME TO DECIDE IF IT WAS SOMETHING I WANT. I PURCHASED, BUT REALIZED I ULTIMATELY PREFERRED THE "SUGGESTED PRICING OF SERVICES" FEATURE FROM PITBULL TAX OVER CANOPY. Review Source VM Veronica M. Enrolled Agent/President Used the software for: 2+ years ### "Excellent" April 4, 2018 5.0 Pros Like how I can do everything in one software - all the forms, poas, etc in one engagement. Love the software. Cons The task system is still clunky. I understand the update, but I really like the simplicity in the orignal task system. Review Source JS Julie S. Owner Accounting Used the software for: 6-12 months ### "Loving our canopy portal " May 22, 2021 5.0 I love notes and I love that the emails populate, it keeps everyone in my office well informed Pros My clients keep telling me how easy canopy is to use! We love it! The files are fabulous, templates are easy. Can’t wait to have a moment to explore other functions we are not currently using Cons Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need Review Source JR Jonathan R. President Accounting Used the software for: 6-12 months ### "This software is my main hub for working and is allowing us to finally move to a paperless office." June 3, 2018 5.0 We're able to have easy access to all our clients, vendors, internal files, employees, etc - all in one easy to use format that is secure. We may never be 100% paperless due to regulatory requirements, but with Canopy, we can get as close to it as possible. Pros It has contact info on all people we do business with (clients, vendors, employees, etc). It allows us to store and org files in an easy to use format. Cons Setting up engagements, tasks and calendar/communications has been unusable for me; too disjointed from the hectic reality I deal with; though if it could be streamlined and integrated with the rest of my digital life, I would use these features! Specifically, we use a specific app for billings; would prefer to keep to that, but have Canopy pull the info from our billing app. Review Source CG Ceci G. Assistant to the Accountant Accounting Used the software for: Less than 6 months ### "Ceci's Review" December 2, 2021 5.0 It truly makes it easier to communicate with us all in the office. I'm loving this software better than "Click Up" Pros I love how secure it is for us and our clients. The secure Portal. I also love that if im stuck I can message some one immediately. Cons Non at the moment. But I will let you know when I do have some. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) My boss wanted to try something different. Review Source JK Jeremy K. CPA Accounting Used the software for: 2+ years ### "Best Tax Resolution Software" December 1, 2021 5.0 I tried other programs to deal with transcripts and for helping clients with their tax debts. They were cumbersome and difficult to use. I think Canopy is the easiest and most useful software out there. Pros The ability to easily pull transcripts from the IRS is a huge time saver. Also, the step by step assistance to dealing with IRS Notices is invaluable. Cons Haven't found anything I don't like about it. Review Source JM Jennifer M. Office Manager Accounting Used the software for: 6-12 months ### "Canopy Program Is it worth the money" March 24, 2020 4.0 Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it. Pros Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients. Cons I felt it was unnecessary for the program to create files for spouses just because you put them in the profile for the original client. I didn't like that you couldn't change the profile up to fit different types of clients. Also the cost kept going up each year. Review Source JV Jennifer V. Account Specialist Accounting Used the software for: 1-2 years ### "Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service!" June 11, 2018 5.0 Canopy helped us streamline our process and allows our entire team to be in the know. Pros I love that it's so user friendly and the customer service is great! I love that they are always contacting us about new ideas to integrate into the program and they have implemented them. Cons The software is kind of pricey. As a small office, the cost is pricey, but we love the software so we pay it. Review Source JW Janell W. Accountant Accounting Used the software for: 6-12 months ### "Good Product, but still needs a few updates." December 2, 2021 4.0 Pros We like that we can track tasks no matter what office we are in. Cons We are still in need of a client number field and to be able to sort by client number. Reason for choosing Canopy Cost Review Source MR Mariah R. HR Telecommunications Used the software for: 6-12 months ### "Giving Trello a Run for Its Money" September 28, 2023 5.0 Pros Not sure why more people dont talk about Canopy! Great tool for project management Cons Robust - not made for small teams, You need at least 20 people for it to be worth it Review Source AB Anthony B. Co-owner Used the software for: 1-2 years ### "Great software, and the company is very good about ongoing development!" March 20, 2018 4.0 Time savings, efficiency and clarity of reports. Completeness of the reports, and a very professional presentation of the information. For example, when we present the results of a transcript pull, our clients feel we've done something very personal for them, and this helps our "word of mouth" advertising. I really like being able to do everything in one place. There are no separate programs to use, it's basically an all-in-one solution. Pros Very efficient, and for the most part, easy to use. I really like that the company is very responsive to issues, and seem to be in a constant state of improvement. There are new features that I haven't had time to use, but just knowing their there helps me plan for future use of those functions. Cons The font is very dim. I'd like more contrast between the different fonts to make navigation and other functions a little easier. I consider this fairly minor, as the other aspects of the software lend themselves to ease of use. Review Source Adam C. President/CEO Accounting Used the software for: 1-2 years ### "This is a great help with OICs" April 9, 2018 5.0 Pros Like how the software does everything needed to file OICs; like that the surveys get sent easily to clients and get notified that the survey is done Cons I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts Review Source Collin C. Attorney Law Practice Used the software for: 1-2 years ### "Easy to use software that really does save time. " June 26, 2018 5.0 Pros Ease of use. Everything just works. It is simple and intuitive. The navigation leads you to where you need to go to get each task completed. Cons Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles. Review Source VR Verified Reviewer Senior Tax Analyst Construction Used the software for: 1-2 years ### "Canopy is an incredibly useful tool; a must-have for any tax professional. " May 4, 2018 5.0 Pros I am using the free service to obtain IRS Transcripts and run reports, and as everything is web-based there is nothing to install. Cons For the free service, there is apparently no support. So if there is a problem that you can't resolve, you have to do something else. Review Source RD Robert D. Director Accounting Used the software for: 6-12 months ### "Solid base but needs better connectivity" December 2, 2021 4.0 Technical support has been good, but administrative support has been hard to get to. Pros All essential client, practice, and project management features work and a generally easy to use Cons More extensive connections to other software, particularly to major tax preparation and planning software and to client accessible calendar software. Reason for choosing Canopy Availability on MacOS Review Source JN Jason N. Tax Practitioner Accounting Used the software for: 2+ years ### "This website has optimized our client communication faster than any other avenue." April 3, 2018 5.0 Pros We appreciate the ability to communicate with our clientele virtual through a multitude of platforms on Canopy, all precisely engineered to accommodate our desires. Cons The only opposition to Canopy would be that because of its many unique features it may seem complicated at face value, but it is nothing more complicated than an email. Review Source AT Audrey T. PRACTICE MANAGER Accounting Used the software for: Less than 6 months ### "This is the worst software! Buyers beware! " January 18, 2023 1.0 Onboarding was a nightmare. Total waste of money with very little communication with teh onboarding team. Pros Nothing. The interface is messy. Nothing is automated. Cons This is the messiest software. It is very un-user friendly. It is not automated and requires several manual steps to get to the finish line. Its just not efficient. Review Source VR Verified Reviewer Owner Used the software for: 6-12 months ### "Easy, productive, useful" June 7, 2018 5.0 An easy place to track my clients and prospects and archive our emails instead of having a million saved emails. Project tracking is also super helpful. Pros Definitely the ease of adding and tracking clients, prospects, and COIs. Converting a prospect to a client is so simple too! Cons Creating my own custom workflow has been tedious since I don't really do tax controversy work. Creating calendar items for client reminders isn't my favorite. Review Source GD George D. Owner Used the software for: 6-12 months ### "Software really helped to simplify the tax season for me. " April 30, 2018 5.0 Establishment of client database, transfer of files/documents through the portal and the integrated Stripe support for collecting credit card payments. Pros Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy. Great to send out single email communications. Most importantly is the client portal, that was incredible and saved a huge amount of time for document transfer. Cons Mass mail feature did not work well. I chose to integrate with Google and most of my messages were instantly rejected by Google. I had to go to Mail Chimp. Integration with that platform might be nice. Review Source MJ Mark J. Enrolled Agent Accounting Used the software for: 1-2 years ### "Canva has most definitely allowed me to streamline my tax business!" April 9, 2018 5.0 Streamline and mobility Pros I like that I have the ability to not only keep all my tax clients separate, but I can invoice and open up the application and work anywhere there's an internet connection! Cons One of the biggest cons I have is the inability to send out and have engagement letters digitally signed. The only thing would be to the interface, allow the user to hide some of the details when using the interface. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.