Canopy Software Reviews

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.

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.

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.

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.

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.

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.

Pros

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

Cons

Some of the features for correspondence feel excessive.

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.

Pros

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

Cons

The tax organizers lack customization and robustness.

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.

Pros

The organization provided by Canopy is unmatched compared to other software. Bringing document management, task management, and billing together in one place is hard to find elsewhere.

Cons

It seems like the software is still going through some growing pains, and the long list of customer requests that are still "in development" reflects that.

Pros

It's user-friendly and has a client-facing feature that enhances its ease of use.

Cons

The software is in a very preliminary stage and has the potential to evolve from basic to more sophisticated for mid-tier firms.

Pros

Canopy is quick and efficient in obtaining transcripts.

Cons

There are several days when the software doesn't work properly.

Pros

We appreciate the wide range of features offered by Canopy and their continuous innovation.

Cons

Having the ability to sort emails within a client file would be extremely helpful.

Pros

The software is intuitive and easy to use. Although we may not fully utilize all its capabilities, it works great for our small office. What we love most is that it keeps us organized! There are so many fantastic features, including the ability to go paperless.

Cons

I would love to customize the text in the "Notes" section since we use it frequently. It would be great to have colored text options, such as red for deadlines and green for amounts due. Additionally, being able to search the contact list by phone numbers would be beneficial. We often receive calls where the name displayed on the caller ID is not the actual person's name, so we have to enter the phone number into our cell phone to determine if it's a current client or someone we've spoken with before.

Pros

The client portal, document management, and IRS transcripts are invaluable features.

Cons

There is a missing feature in the Client portal that we would like to have: the ability to receive an acknowledgement when a client views a document we shared with them.

Pros

The file management provided is exceptional! Setting up, using, and editing files is not an issue anymore.

Cons

The time reports need to provide more detailed information. The basic reports don't offer enough detail.

Pros

The ease is remarkable! Having everything in one place saves you from paying for additional services.

Cons

The price can be a bit high, and I would appreciate better reports.

Pros

Canopy has allowed us to streamline multiple functions into a single system, eliminating the need for several services we used before. Sending invoices and collecting payments directly in our CRM has reduced double entry and file sharing has minimized administrative work.

Cons

The main area where Canopy currently lacks is in its support for multiple offices or teams. Since we have four different offices, it's crucial to be able to allocate clients and tasks among them. Unfortunately, Canopy doesn't currently offer a native solution for this.

Pros

I had been searching for a simple accounting solution to manage my clients' invoices when I came across this product. It's simple, user-friendly, and packed with features. Within a few months, I was able to set up my clients' invoices in minutes and even utilized it as a project management tool.

Cons

Canopy has been a game-changer for us, streamlining our document management processes and seamlessly integrating with our accounting software. The user interface is incredibly intuitive, allowing for a quick adaptation to the software, and it operates flawlessly.