Canopy Software Reviews

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“Perfect Solution for CPAs

Pros

To be honest, I bought Canopy in November 2019 when I started my practice in my home office. Initially, I didn't fully understand it as the pandemic hit. But now, after more than 3 years and recent transitions, I can't imagine my practice without Canopy. The interface is extremely user-friendly, and the numerous options allow for a personalized approach.

Cons

Occasionally, I encounter minor issues like missing shortcuts or errors in the desktop software. However, Canopy continuously improves, and once the "Print" or "Save" option directly to Canopy becomes available and my contacts are integrated with emails, everything becomes smooth sailing.

“Going to miss Canopy!

Pros

Canopy is an excellent all-in-one tool for tracking client relations, tasking, workflow, and running a CPA firm. I love being able to access all client information from the client home page, including contact information, notes, tasks, important contacts, recent files, and engagements. It's all right there! I can even access client emails, correspondence, and tax organizers from the communications section. Having all the information in one location is fantastic. The ability to request IRS transcripts for clients through Canopy is simply amazing.

Cons

I opted to use another payment system, so I didn't utilize Canopy's online payment feature. While the pricing plan wasn't my favorite, it still compared well with other vendors. Overall, there wasn't much about Canopy that I disliked.

“Canopy - our new best friend

Pros

We made the switch from Office Tools to Canopy over 2 years ago, and the implementation and data transfer were nearly seamless. The mobile app and client portal have been invaluable for our clients. We started implementing Canopy before COVID, so when the shutdowns happened, we were already ahead of the game with a digital portal and app that our clients found easy to use.

Cons

I wish the reporting was more accurate, as it would provide a better reflection of our utilization rates. It would be great to customize reports based on what the firm values and specific items.

“Review

Pros

One of my favorite things about this app is the document management feature.

Cons

I honestly didn't have any least favorite aspect. I enjoyed everything.

“A fit for my business and my Clients

Pros

Introducing Canopy to our organization was a smooth process. We sent out individualized invitations using a mass email template to both old and new clients!

Cons

Currently, we are still exploring and utilizing all the features that Canopy offers, so I have nothing negative to say at the moment.

“love this document management

Pros

I find it incredibly easy to save a document and go directly to the client file in Canopy. The file organization is excellent.

Cons

Two years ago, during the initial setup, it was challenging. However, it has significantly improved since then.

“Good Practice Management Software

Pros

Canopy is cohesive and has a client portal, helping to tame the chaos.

Cons

There are a few areas that seem incomplete and could be easily fixed with some attention.

“Works wonderful

Pros

It has been instrumental in holding myself accountable and keeping all my documents in one place.

Cons

We had difficulty obtaining the necessary reports to track the number of returns completed and remaining. Additionally, we faced issues with digital signatures as clients struggled with security questions, which was unusual.

“GREAT PRODUCT- Depth of Use

Pros

Canopy is an incredible platform that ensures the safe and secure storage of client information. In this era of technological advancements, having a convenient platform where both users and clients can easily access active or archived information is invaluable. It's just fantastic.

Cons

I didn't face any difficulties at all. I just hope that all my clients will utilize this platform, and I might consider making it a requirement!

“Canopy Excellent Platform for Client Management

Pros

The implementation of Canopy in our company was fun and quite easy, and the client portal is excellent. It's available online on the internet.

Cons

The lack of a tax calendar makes the tracking process difficult and heavily reliant on manual efforts.

“Great software - even for those in a solo practice.

Pros

The document storage and communication tools are top-notch.

Cons

The price is a bit high considering all the additional features it offers.

“Canopy Tax

Pros

It's easy for us and our clients to use.

Cons

I appreciate the ability to customize task management.

“Love Canopy, worth every penny

Pros

I absolutely love how everything is consolidated in one place on Canopy. From document storage and sharing with clients to timers, invoicing, reports, task management, procedures (we utilize sub-tasks to outline the steps with detailed notes), transcripts, and more. Recently, I've started using the letter templates to respond to IRS letters, and they have significantly streamlined my workflow. The client request feature is also fantastic as it automatically reminds my clients when I'm awaiting something from them.

Cons

Small things, like occasionally losing track of tasks if I forget to assign them to someone, can happen. However, this can be easily avoided by regularly reviewing the complete task list. On a day-to-day basis, I find it more useful to focus on tasks assigned to me, pending tax returns, or tasks assigned to the bookkeeper. Sometimes, I overlook checking all the tasks, and that's when I realize I missed something. Additionally, I find that the software could be more keyboard-friendly. I often have to rely on clicking to accomplish tasks, which can be a bit time-consuming.

“The Accounting Department

Pros

The ability to rename or change the locations of documents is incredibly easy on Canopy.

Cons

Occasionally, I need to refresh the page to see certain folders.

“Solid Product

Pros

My favorite feature is the file sharing and document storage solution.

Cons

I really wish Canopy had a direct integration with Finder or a sync feature with my computer. Instead, I have to go through the process of uploading and downloading files.

“Great, easy and convenient for all of our needs.

Pros

Canopy allows you to share file and upload them from anywhere.

Cons

The time tracker is my least favorite feature because I sometimes forget to turn it off.

“Canopy Tax Practice Management Software

Pros

The software is user-friendly, and I appreciate the constant updates with new features.

Cons

The reports for tasks are not very comprehensive, and the software feels a bit generic. It would be more valuable if there were specific features implemented for tracking tax return tasks. I also wish the pricing structure was less modular. It would be great to have access to more features for a straightforward monthly per-user fee. Additionally, it would be convenient to only pay for seasonal accounts during busy months when we require extra help. It would also be amazing if Canopy expanded its integrations beyond contact information and allowed integration with other software based on tasks.

“Canopy was and is a game changer for our firm.

Pros

Canopy has combined our client contact lists, document management, communications, and consolidated requests into one place. The team is continuously improving Canopy by adding new features and enhancing existing ones.

Cons

It would be helpful to have different views for task management and workflow. Having a swim lane option would make it easier to visualize tasks and their respective stages.

“Canopy is Great for Small- and Mid-size Tax and Bookkeeping Firms

Pros

The Client Portal and Tax Resolution (IRS transcript delivery service) are the two features that my firm absolutely loves in Canopy. When we purchased the software, we recognized the need for a Client Portal for seamless document exchange with clients via their smartphones, and we have been extremely satisfied with this feature. It's even better that we can customize and brand it as our own. What pleasantly surprised us was the significant time savings we experienced with Canopy's Tax Resolution tool for pulling IRS transcripts compared to using IRS e-services. Once we have the Form 2848 on file with the IRS, we can retrieve every transcript we're authorized for a specific client with just a touch of a button. The transcripts download directly from the IRS in PDF format, and with one more button, we can save them all to the client's file. The time savings is incredible compared to manually downloading individual transcripts year by year and form by form.

Cons

Personally, I find the e-signature process a bit cumbersome. However, I understand that it may be due to my limited experience with IRS-approved e-signatures that require knowledge-based authentication. Nonetheless, it's reassuring to know that Canopy is compliant with IRS regulations regarding e-signatures.

“EA Support

Pros

The ease of use ensures that setting up and following processes doesn't consume much time.

Cons

The software is not always designed to assist with tax resolution outside of the norm.

“Better than Great

Pros

The security that surpasses banks made the decision a no-brainer.

Cons

Accessing a client's folder and waiting for instant access to their uploaded files takes up valuable seconds each time.

“Canopy a great CRM

Pros

It's easy to use and provides quick and convenient access to client files and folders.

Cons

We could benefit from a bit more training. I believe there are features we are not fully utilizing.

“Canopy Review

Pros

The ease of use allows clients to e-sign documents on their phones.

Cons

When using the software in a browser, you sometimes have to start over to ensure it works correctly.

“Local Tax CPA Firm

Pros

I find the software incredibly user-friendly, both internally for our team and for our clients. The workflow, file management, and client management features have greatly benefited our firm. We're excited to consolidate our time and billing processes under one login.

Cons

It would be fantastic to have a more robust Home-Admin page and the ability to send bulk e-sign requests using templated letters like engagement letters. Integration of roles by contact to populate assignees (e.g., Partner, Bookkeeper, Preparer, Reviewer, etc.) with tasks would be helpful. Having the option to limit parent task completion to select users would prevent false completion of tasks. It would also be great to share documents with non-portal users, send invoices to non-portal users, and have parent-sub invoicing. Improvements in time and billing functionalities are needed, along with the ability to apply folder templates when applying tasks. Additionally, double-clicking on a file should default to "Edit File" instead of preview mode, and searching for spouses should be possible on mobile. Lastly, allowing additional formatting in the Notes section would be beneficial.

“Pretty good, but constantly getting better!

Pros

Canopy's technical and customer support teams are the reason I continue to use this product. They constantly innovate, add features, and refine the product to make it more user-friendly, robust, and feature-rich.

Cons

Invoicing and billing options are limited for my specific needs. It would be great to have the ability to sort the contact list based on custom fields.

“Canopy is a great all in one!

Pros

I really appreciate having my CRM, billing, and document management all on one platform.

Cons

I'm still adjusting to the features, but I do wish there were additional options for payment syncing, sharing links outside of the portal, and adding further correspondence to a task.

“Must Have

Pros

What I love most about Canopy is how easy it is to use.

Cons

Some of the features for correspondence feel excessive.

“I'd recommend

Pros

We implemented Canopy in our three-office accounting firm, and the implementation team was helpful in getting us set up. It has been a commitment with thousands of users, but it has been well worth it once we got everything up and running.

Cons

The sorting features can be limiting when working with multiple offices, but they are working on improving that.

“Put All Of Your Practice Managements Tasks Under This Canopy

Pros

It was easy to implement and use, and our clients absolutely love it!

Cons

The tax organizers lack customization and robustness.

“Canopy is Great

Pros

Document storage and sharing are as easy as clicking a button. The ability for clients to pay online and easily track and add time to invoices is crucial for us.

Cons

There are many features that could greatly enhance the software for our needs. The support team has mentioned that they will add these features, but it has been over a year and none of the features we need have been implemented yet. Hopefully, they will be added soon.