Computer Software, 1-10 employees
Less than 6 months
“Good for document handling and signatures but...”
Pros
This product excellently promotes collaboration between different offices.
Cons
Each user requires a separate license, and the customer support has not left a positive impression.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
6
Apparel & Fashion, 1-10 employees
Less than a year
“Canopy review”
Pros
Users generally like Canopy's progress tracking features as they allow quick monitoring and management of project progress. These features include real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and integration with task management.
Cons
Cost concerns may arise for some consumers, especially smaller companies or teams with limited resources. Users have expressed a desire to evaluate the cost structure and ensure that the features and functionalities align with the provided value.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Apparel & Fashion, 1-10 employees
Less than a year
“Canopy review”
Pros
I really appreciate Canopy's progress tracking features. They allow me to efficiently monitor and manage project progress. I love the real-time visibility, task-level tracking, milestone tracking, performance metrics, visualization tools, and integration with tasks management.
Cons
As a user, I understand that cost can be a concern, especially for smaller companies or teams with limited resources. It's important to assess the cost structure and ensure that the features and functionalities align with the value offered.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Consumer Services, 1-10 employees
Less than 6 months
“Be mindful”
Pros
It's marketed as an all in one solution, but it falls short in delivering its promises.
Cons
It was not easy to grasp initially.
Rating Distribution
Ease of use
8
Value for money
4
Customer Support
4
Functionality
6
Consumer Services, 1-10 employees
Less than 6 months
“Be mindful”
Pros
It's an interesting all-in-one idea, but unfortunately, it falls short in delivering.
Cons
Initially, I found it challenging to grasp.
Rating Distribution
Ease of use
8
Value for money
4
Customer Support
4
Functionality
6
Telecommunications, 1-10 employees
Less than a year
“Giving Trello a Run for Its Money”
Pros
I'm surprised more people don't talk about Canopy! It's a fantastic tool for project management.
Cons
It's a robust platform but not designed for small teams. It becomes worthwhile when you have at least 20 people.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
Less than a year
“Grang Bang for the Buck”
Pros
Canopy has been incredibly helpful in properly and productively routing my tasks. I'm also thrilled that there's a convenient iOS app for on-the-go productivity!
Cons
My main concern with Canopy was the inability to customize certain aspects of recurring projects and the Knowledge-Based Authentication (KBA) feature.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Marketing and Advertising, 11-50 employees
Less than a year
“Great tool for smooth relationship with Clients.”
Pros
I've fallen in love with its user-friendly interface, which allows me to maintain professionalism with various types of customers. Employees also love Canopy because they feel safe and secure while sharing their views and opinions on the platform.
Cons
Unfortunately, there is no existing offline solution for my employers, but overall, everything else works great.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Food Production, 500+ employees
More than a year
“Canopy makes customer management easier by providing a way to organize customer information”
Pros
Canopy has greatly improved my practice management and time management.
Cons
Until Canopy improves that specific functionality, I still prefer using Jetpack Workflow to manage my tasks.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
8
Functionality
6
Marketing and Advertising, 1-10 employees
“A revolutionary change in my accounting work!”
Pros
The most amazing thing about this accounting practice management suite is how it has completely transformed my work. It not only freed me from tedious and repetitive tasks but also provided me with a comprehensive tool to efficiently manage and organize my accounting firm.
Cons
There is a slight learning curve due to the platform's comprehensiveness and numerous functions and features. It takes some time to become familiar with all the tools and settings.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Accounting, 11-50 employees
Less than a year
“Showed some early promise but now payments are a disaster”
Pros
I was impressed by how easy it was for my clients to upload and send me documents using Canopy.
Cons
Previously, Canopy used Paysafe for payments, and it was acceptable. However, they recently switched to Ayden, which has caused numerous issues. We can't add new payments, process old payments, or see decline codes. The transparency with CC or ACH ledgers has disappeared, making it a nightmare to collect payments from our clients.
Rating Distribution
Ease of use
4
Value for money
2
Customer Support
2
Functionality
2
Accounting, 11-50 employees
Less than 6 months
“This is the worst software! Buyers beware!”
Pros
Honestly, there's nothing I dislike. The interface may seem a bit messy, and there's a lack of automation.
Cons
This software can be quite messy and not user-friendly. It lacks automation and requires several manual steps to complete tasks, making it inefficient.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Accounting, 1-10 employees
Less than 6 months
“Penn York Accounting Services Inc”
Pros
While Canopy could pull transcripts one by one, Tax Helper Software can update all my clients with Power of Attorney overnight, pulling transcripts for 1600 clients simultaneously.
Cons
In comparison to Tax Helper Software, Canopy lacks sufficient features.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Not Specified, 1-10 employees
Less than a year
“Great Fit For Small Tax Practice”
Pros
Canopy covers all the features I need in my client-facing tech stack, all in one platform. I can easily share/receive files, send e-sign requests, manage work, send invoices, receive payments, and pull IRS transcripts. The support team has been responsive and helpful with all my inquiries.
Cons
Canopy is an evolving and growing platform, which occasionally leads to bugs and changes in the user experience.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
Less than a year
“Best Software We've Found!”
Pros
It's incredibly user-friendly, and I appreciate the continuous updates and improvements. They genuinely consider and implement suggestions, showing a real commitment to providing the best product.
Cons
I don't have many complaints, but it would be helpful to have the ability to automate due dates and avoid weekends or holidays, especially for semi-monthly schedules.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
More than a year
“Client Portal”
Pros
The client portal is the standout feature of this product. Not having to constantly remind and follow up with clients is a real lifesaver.
Cons
Sometimes the software experiences glitches and timeouts.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Accounting, 1-10 employees
Less than 6 months
“Why do you need Canopy?”
Pros
The most important features are user-friendly and allow for easy sharing of files within our own files, company team files, and clients' files. Importing new zip files with multiple folders is not a annoying task anymore as I don't have to create new folders or filenames. Canopy creates and saves files exactly where I need them.
Cons
I've noticed a slight decrease in speed when the client sharing folder contains numerous documents.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Accounting, 1-10 employees
More than a year
“Best Project Management Software”
Pros
I love the project management aspect of Canopy and the wide range of templates available. The ability to set up recurring tasks and receive notifications is fantastic. Plus, the email capability is a great addition.
Cons
It would be great to have templates for e-signature email notifications and the option to enable or disable different payment methods.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
More than a year
“Best Tax Account Software”
Pros
The client portal and transcript feature in Canopy are amazing. I love how my clients find the portal easy to use and secure, and having all their documents in one place is a fantastic feature.
Cons
Currently, the request transcript tool is not functioning properly when attempting to request new updated transcripts.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 51-100 employees
More than a year
“Harmony Group, Inc.”
Pros
Canopy offers client document sharing, client reminders, and client request features.
Cons
Navigating the system can sometimes be a bit challenging for me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10